RIA Intelligence

COASTLAND CAPITAL LLC

CRD #152884 SEC #801-71077 SOUTH SAN FRANCISCO, CA 650-989-2800
SEC Registered Private Funds
Total AUM
$2.6B
Discretionary
$2.6B
Employees
21
Clients
--
Accounts
7

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 26, 2017
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ADH-IM GP LLCDEGENERAL PARTNER OF ADH INVESTMENT MANAGEMENT LPNA Control
ADH-IM GP LLCDEGENERAL PARTNER OF ADH INVESTMENT MANAGEMENT LPNA Control
AGARWAL, ANUPAMIPRINCIPAL AND CHIEF INVESTMENT OFFICER OF ADH INVESTMENT MANAGEMENT LP; MANAGER OF GENERAL PARTNERNA Control
AGARWAL, ANUPAMIPRINCIPAL AND CHIEF INVESTMENT OFFICER OF ADH INVESTMENT MANAGEMENT LP; MANAGER OF GENERAL PARTNERNA Control
BEAL, SCOTT, LAMBERTICHIEF COMPLIANCE OFFICERNA Control
BEAL, SCOTT, LAMBERTICHIEF COMPLIANCE OFFICERNA Control
BEAL, SCOTT, LAMBERTICHIEF COMPLIANCE OFFICERNA Control
BOWERS, JEFFREY, STEPHENICHIEF OPERATING OFFICERNA Control
BOWERS, JEFFREY, STEPHENICHIEF OPERATING OFFICERNA Control
BOWERS, JEFFREY, STEPHENICHIEF OPERATING OFFICERNA Control
BOWERS, JEFFREY, STEPHENICHIEF OPERATING OFFICERNA Control
BOWERS, JEFFREY, STEPHENICHIEF OPERATING OFFICERNA Control
BOWERS, JEFFREY, STEPHENICHIEF OPERATING OFFICERNA Control
DOW, RYAN, COADIPRINCIPAL OF ADH INVESTMENT MANAGEMENT LPNA Control
DOW, RYAN, COADIPRINCIPAL OF ADH INVESTMENT MANAGEMENT LPNA Control
DUNN, DEREKICHIEF INVESTMENT OFFICER/EXECUTIVE VICE PRESIDENT/DIRECTORNA Control
DUNN, DEREKICHIEF INVESTMENT OFFICER/EXECUTIVE VICE PRESIDENT/DIRECTORNA Control
DUNN, DEREKICHIEF INVESTMENT OFFICER/DIRECTORNA Control
DUNN, DEREKICHIEF INVESTMENT OFFICER/DIRECTORNA Control
DUNN, DEREKICHIEF INVESTMENT OFFICER/DIRECTORNA Control
DUNN, DEREKICHIEF INVESTMENT OFFICER/DIRECTORNA Control
DUNN, DEREKICHIEF INVESTMENT OFFICER/DIRECTOR OF OVERLAND ADVISORS, LLCNA Control
DUNN, DEREKIPRINCIPAL OF ADH INVESTMENT MANAGEMENT LP; MANAGER OF GENERAL PARTNERNA Control
DUNN, DEREKICHIEF INVESTMENT OFFICER/DIRECTORNA Control
DUNN, DEREKICHIEF INVESTMENT OFFICER/DIRECTOR OF OVERLAND ADVISORS, LLCNA Control
DUNN, DEREKIPRINCIPAL OF ADH INVESTMENT MANAGEMENT LP; MANAGER OF GENERAL PARTNERNA Control
DUNN, DEREKICHIEF INVESTMENT OFFICER/DIRECTORNA Control
DUNN, DEREKICHIEF INVESTMENT OFFICER/DIRECTORNA Control
DUNN, DEREKICHIEF INVESTMENT OFFICER/DIRECTORNA Control
DUNN, DEREKICHIEF INVESTMENT OFFICER/DIRECTORNA Control
DUNN, DEREKICHIEF INVESTMENT OFFICER/DIRECTORNA Control
DUNN, DEREKIFOUNDER AND CHIEF INVESTMENT OFFICERNA Control
DUNN, DEREKIFOUNDER AND CHIEF INVESTMENT OFFICERNA Control
DUNN, DEREKIFOUNDER AND CHIEF INVESTMENT OFFICERNA Control
DUNN, DEREKIFOUNDER AND CHIEF INVESTMENT OFFICERNA Control
DUNN, DEREKIFOUNDER AND CHIEF INVESTMENT OFFICERNA Control
DUNN, DEREKIFOUNDER AND CHIEF INVESTMENT OFFICERNA Control
HOLTERMAN, GORDON, CONVERSEICHIEF EXECUTIVE OFFICER/PRESIDENT/DIRECTORNA Control
HOLTERMAN, GORDON, CONVERSEICHIEF EXECUTIVE OFFICER/PRESIDENT/DIRECTORNA Control
HOLTERMAN, GORDON, CONVERSEICHIEF EXECUTIVE OFFICER/DIRECTORNA Control
HOLTERMAN, GORDON, CONVERSEICHIEF EXECUTIVE OFFICER/DIRECTORNA Control
HOLTERMAN, GORDON, CONVERSEICHIEF EXECUTIVE OFFICER/DIRECTORNA Control
HOLTERMAN, GORDON, CONVERSEICHIEF EXECUTIVE OFFICER/DIRECTORNA Control
HOLTERMAN, GORDON, CONVERSEICHIEF EXECUTIVE OFFICER/DIRECTOR OF OVERLAND ADVISORS, LLCNA Control
HOLTERMAN, GORDON, CONVERSEIPRINCIPAL OF ADH INVESTMENT MANAGEMENT LP; MANAGER OF GENERAL PARTNERNA Control
HOLTERMAN, GORDON, CONVERSEICHIEF EXECUTIVE OFFICER/DIRECTORNA Control
HOLTERMAN, GORDON, CONVERSEICHIEF EXECUTIVE OFFICER/DIRECTOR OF OVERLAND ADVISORS, LLCNA Control
HOLTERMAN, GORDON, CONVERSEIPRINCIPAL OF ADH INVESTMENT MANAGEMENT LP; MANAGER OF GENERAL PARTNERNA Control
HOLTERMAN, GORDON, CONVERSEICHIEF EXECUTIVE OFFICER/DIRECTORNA Control
HOLTERMAN, GORDON, CONVERSEICHIEF EXECUTIVE OFFICER/DIRECTORNA Control
HOLTERMAN, GORDON, CONVERSEICHIEF EXECUTIVE OFFICER/DIRECTORNA Control
HOLTERMAN, GORDON, CONVERSEICHIEF EXECUTIVE OFFICER/DIRECTORNA Control
HOLTERMAN, GORDON, CONVERSEICHIEF EXECUTIVE OFFICER/DIRECTORNA Control
HOOPS, THOMAS, KARLIDIRECTORNA Control
HOOPS, THOMAS, KARLIDIRECTORNA Control
LI, JANE, ZHAOZHEICHIEF FINANCIAL OFFICERNA Control
LI, JANE, ZHAOZHEICHIEF FINANCIAL OFFICERNA Control
LI, JANE, ZHAOZHEICHIEF FINANCIAL OFFICERNA Control
LI, JANE, ZHAOZHEICHIEF FINANCIAL OFFICERNA Control
LI, JANE, ZHAOZHEICHIEF FINANCIAL OFFICERNA Control
LI, JANE, ZHAOZHEICHIEF FINANCIAL OFFICERNA Control
MOSS, MATTHEW, CHARLESIDIRECTORNA Control
PISANI, JEFFREYICHIEF OPERATING OFFICER/TREASURERNA Control
PISANI, JEFFREYICHIEF OPERATING OFFICER/TREASURERNA Control
PISANI, JEFFREYICHIEF OPERATING OFFICER/TREASURERNA Control
PISANI, JEFFREYICHIEF OPERATING OFFICER/TREASURER OF OVERLAND ADVISORS, LLCNA Control
PISANI, JEFFREYICHIEF OPERATING OFFICER/TREASURER OF ADH INVESTMENT MANAGEMENT LPNA Control
PISANI, JEFFREYICHIEF OPERATING OFFICER/TREASURER OF OVERLAND ADVISORS, LLCNA Control
PISANI, JEFFREYICHIEF OPERATING OFFICER/TREASURER OF ADH INVESTMENT MANAGEMENT LPNA Control
PISANI, JEFFREYICHIEF OPERATING OFFICER/TREASURERNA Control
PISANI, JEFFREYICHIEF OPERATING OFFICER/TREASURERNA Control
PISANI, JEFFREYICHIEF OPERATING OFFICER/TREASURERNA Control
SALINS, NATASHAICHIEF COMPLIANCE OFFICERNA Control
SALINS, NATASHAICHIEF COMPLIANCE OFFICERNA Control
SALINS, NATASHAICHIEF COMPLIANCE OFFICERNA Control
SALINS, NATASHAICHIEF COMPLIANCE OFFICERNA Control
SALINS, NATASHAICHIEF COMPLIANCE OFFICER OF OVERLAND ADVISORS, LLC & ADH INVESTMENT MANAGEMENT LPNA Control
SALINS, NATASHAICHIEF COMPLIANCE OFFICERNA Control
SALINS, NATASHAICHIEF COMPLIANCE OFFICER OF OVERLAND ADVISORS, LLC & ADH INVESTMENT MANAGEMENT LPNA Control
SALINS, NATASHAICHIEF COMPLIANCE OFFICERNA Control
SALINS, NATASHAICHIEF COMPLIANCE OFFICERNA Control
SALINS, NATASHAICHIEF COMPLIANCE OFFICERNA Control
SALINS, NATASHAICHIEF COMPLIANCE OFFICERNA Control
SALINS, NATASHAICHIEF COMPLIANCE OFFICERNA Control
SALINS, NATASHAICHIEF COMPLIANCE OFFICERNA Control
SALINS, NATASHAICHIEF COMPLIANCE OFFICERNA Control
SALINS, NATASHAICHIEF COMPLIANCE OFFICERNA Control
SALINS, NATASHAICHIEF COMPLIANCE OFFICERNA Control
SALINS, NATASHA, ZALEEMAICHIEF COMPLIANCE OFFICER/VICE PRESIDENTNA Control
SALINS, NATASHA, ZALEEMAICHIEF COMPLIANCE OFFICER/VICE PRESIDENTNA Control
SHREWSBERRY, JOHN, RICHARDIDIRECTORNA Control
SHREWSBERRY, JOHN, RICHARDIDIRECTORNA Control
STERLING, PETER, MATTHEWICHIEF OPERATING OFFICER/TREASURERNA Control
STERLING, PETER, MATTHEWICHIEF OPERATING OFFICER/TREASURERNA Control
STERLING, PETER, MATTHEWIPRINCIPAL OF ADH INVESTMENT MANAGEMENT LPNA Control
STERLING, PETER, MATTHEWICHIEF OPERATING OFFICER/TREASURERNA Control
STERLING, PETER, MATTHEWIPRINCIPAL OF ADH INVESTMENT MANAGEMENT LPNA Control
STERLING, PETER, MATTHEWICHIEF OPERATING OFFICERNA Control
STERLING, PETER, MATTHEWICHIEF OPERATING OFFICER/TREASURERNA Control
STERLING, PETER, MATTHEWIPRESIDENTNA Control
STERLING, PETER, MATTHEWIPRESIDENTNA Control
STERLING, PETER, MATTHEWIPRESIDENTNA Control
STERLING, PETER, MATTHEWIPRESIDENTNA Control
STERLING, PETER, MATTHEWIPRESIDENTNA Control
STERLING, PETER, MATTHEWIPRESIDENTNA Control
SUSAN, CHENICHIEF FINANCIAL OFFICERNA Control
SUSAN, CHENICHIEF FINANCIAL OFFICERNA Control
SUSAN, CHENICHIEF FINANCIAL OFFICERNA Control
SUSAN, CHENICHIEF FINANCIAL OFFICER OF OVERLAND ADVISORS, LLCNA Control
SUSAN, CHENICHIEF FINANCIAL OFFICER OF ADH INVESTMENT MANAGEMENT LPNA Control
SUSAN, CHENICHIEF FINANCIAL OFFICERNA Control
SUSAN, CHENICHIEF FINANCIAL OFFICER OF OVERLAND ADVISORS, LLCNA Control
SUSAN, CHENICHIEF FINANCIAL OFFICER OF ADH INVESTMENT MANAGEMENT LPNA Control
SUSAN, CHENICHIEF FINANCIAL OFFICERNA Control
SUSAN, CHENICHIEF FINANCIAL OFFICERNA Control
SUSAN, CHENICHIEF FINANCIAL OFFICERNA Control
SUSAN, CHENICHIEF FINANCIAL OFFICERNA Control
SUSAN, CHENICHIEF FINANCIAL OFFICERNA Control
SUSAN, CHENICHIEF FINANCIAL OFFICERNA Control
VAN GELDEREN, PETERIPRINCIPAL OF ADH INVESTMENT MANAGEMENT LPNA Control
VAN GELDEREN, PETERIPRINCIPAL OF ADH INVESTMENT MANAGEMENT LPNA Control
DUNN & HOLTERMAN LPDEMEMBERE Control
DUNN & HOLTERMAN LPDEMEMBERE Control
DUNN & HOLTERMAN LPDEMEMBERE Control
VARIS INVESTMENTS LPDEMEMBERE Control
VARIS INVESTMENTS LPDEMEMBERE Control
VARIS INVESTMENTS LPDEMEMBERE Control
VARIS INVESTMENTS LPDEMEMBERE Control
VARIS INVESTMENTS LPDEMEMBERE Control
VARIS INVESTMENTS LPDEMEMBERE Control
WELLS FARGO & COMPANYDEMEMBERE Control
WELLS FARGO & COMPANYDEMEMBERE Control
AGARWAL LPDELIMITED PARTNER OF ADH INVESTMENT MANAGEMENT LPD Control
AGARWAL LPDELIMITED PARTNER OF ADH INVESTMENT MANAGEMENT LPD Control
DUNN & HOLTERMAN LLCDEMEMBERD Control
DUNN & HOLTERMAN LLCDEMEMBERD Control
DUNN & HOLTERMAN LLCDEMEMBER OF OVERLAND ADVISORS, LLCD Control
DUNN & HOLTERMAN LLCDELIMITED PARTNER OF ADH INVESTMENT MANAGEMENT LPD Control
DUNN & HOLTERMAN LLCDEMEMBER OF OVERLAND ADVISORS, LLCD Control
DUNN & HOLTERMAN LLCDELIMITED PARTNER OF ADH INVESTMENT MANAGEMENT LPD Control
DUNN & HOLTERMAN LLCDEMEMBERD Control
DUNN & HOLTERMAN LLCDEMEMBERD Control
DUNN & HOLTERMAN LLCDEMEMBERD Control
DUNN & HOLTERMAN LPDEMEMBERD Control
DUNN & HOLTERMAN LPDEMEMBERD Control
DUNN & HOLTERMAN LPDEMEMBERD Control
DUNN, DEREKICHIEF INVESTMENT OFFICER/DIRECTORC Control
HOLTERMAN, GORDON, CONVERSEICHIEF EXECUTIVE OFFICER/DIRECTORC Control
WELLS FARGO & COMPANYDEMEMBERC Control
WELLS FARGO & COMPANYDEMEMBERC Control
WELLS FARGO & COMPANYDEMEMBERC Control
WELLS FARGO & COMPANYDEMEMBER OF OVERLAND ADVISORS, LLCC Control
WELLS FARGO & COMPANYDEMEMBERC Control
WELLS FARGO & COMPANYDEMEMBER OF OVERLAND ADVISORS, LLCC Control
WELLS FARGO & COMPANYDEMEMBERC Control
WELLS FARGO & COMPANYDEMEMBERC Control
WELLS FARGO & COMPANYDEMEMBERC Control
WELLS FARGO & COMPANYDEMEMBERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
AGARWAL LLCDEAGARWAL LPF Control
AGARWAL LLCDEAGARWAL LPF Control
DUNN & HOLTERMAN GP LLCDEDUNN & HOLTERMAN LPF Control
DUNN & HOLTERMAN GP LLCDEDUNN & HOLTERMAN LPF Control
DUNN & HOLTERMAN GP LLCDEDUNN & HOLTERMAN LPF Control
DUNN & HOLTERMAN GP LLCDEDUNN & HOLTERMAN LPF Control
DUNN & HOLTERMAN GP LLCDEDUNN & HOLTERMAN LPF Control
DUNN & HOLTERMAN GP LLCDEDUNN & HOLTERMAN LPF Control
DUNN, DEREKIDUNN FAMILY TRUSTF Control
DUNN, DEREKIDUNN FAMILY TRUSTF Control
DUNN, DEREKITHE DUNN FAMILY TRUSTF Control
DUNN, DEREKITHE DUNN FAMILY TRUSTF Control
DUNN, DEREKIDUNN FAMILY TRUSTF Control
DUNN, DEREKITHE DUNN FAMILY TRUSTF Control
DUNN, DEREKIDUNN FAMILY TRUSTF Control
DUNN, DEREKIDUNN FAMILY TRUSTF Control
DUNN, DEREKIDUNN FAMILY TRUSTF Control
DUNN, DEREKIDUNN FAMILY TRUSTF Control
DUNN, DEREKIDUNN FAMILY TRUSTF Control
DUNN, DEREKIDUNN FAMILY TRUSTF Control
DUNN, DEREKIDUNN FAMILY TRUSTF Control
DUNN, DEREKIDUNN FAMILY TRUSTF Control
DUNN, DEREKIDUNN FAMILY TRUSTF Control
DUNN, TAMARAIDUNN FAMILY TRUSTF Control
DUNN, TAMARAIDUNN FAMILY TRUSTF Control
DUNN, TAMARAITHE DUNN FAMILY TRUSTF Control
DUNN, TAMARAITHE DUNN FAMILY TRUSTF Control
DUNN, TAMARAIDUNN FAMILY TRUSTF Control
DUNN, TAMARAITHE DUNN FAMILY TRUSTF Control
DUNN, TAMARAIDUNN FAMILY TRUSTF Control
DUNN, TAMARAIDUNN FAMILY TRUSTF Control
DUNN, TAMARAIDUNN FAMILY TRUSTF Control
DUNN, TAMARAIDUNN FAMILY TRUSTF Control
DUNN, TAMARAIDUNN FAMILY TRUSTF Control
DUNN, TAMARA, JONESIDUNN FAMILY TRUSTF Control
DUNN, TAMARA, JONESIDUNN FAMILY TRUSTF Control
DUNN, TAMARA, JONESIDUNN FAMILY TRUSTF Control
DUNN, TAMARA, JONESIDUNN FAMILY TRUSTF Control
VARIS INVESTMENTS LLCDEVARIS INVESTMENTS LPF Control
VARIS INVESTMENTS LLCDEVARIS INVESTMENTS LPF Control
VARIS INVESTMENTS LLCDEVARIS INVESTMENTS LPF Control
VARIS INVESTMENTS LLCDEVARIS INVESTMENTS LPF Control
VARIS INVESTMENTS LLCDEVARIS INVESTMENTS LPF Control
VARIS INVESTMENTS LLCDEVARIS INVESTMENTS LPF Control
DUNN FAMILY TRUSTDESUENOS HOLDINGS LLCE Control
DUNN FAMILY TRUSTDESUENOS HOLDINGS LLCE Control
DUNN FAMILY TRUSTDESUENOS HOLDINGS LLCE Control
DUNN FAMILY TRUSTDESUENOS HOLDINGS LLCE Control
DUNN FAMILY TRUSTDESUENOS HOLDINGS LLCE Control
DUNN FAMILY TRUSTDESUENOS HOLDINGS LLCE Control
DUNN FAMILY TRUSTDESUENOS HOLDINGS LLCE Control
DUNN FAMILY TRUSTDESUENOS HOLDINGS LLCE Control
DUNN FAMILY TRUSTDESUENOS HOLDINGS LLCE Control
DUNN FAMILY TRUSTDESUENOS HOLDINGS LLCE Control
DUNN FAMILY TRUSTDESUENOS HOLDINGS LLCE Control
DUNN FAMILY TRUSTDESUENOS HOLDINGS LLCE Control
AGARWAL, ANUPAMIAGARWAL LPD Control
AGARWAL, ANUPAMIAGARWAL LLCD Control
AGARWAL, ANUPAMIAGARWAL LPD Control
AGARWAL, ANUPAMIAGARWAL LLCD Control
KANTWOOD LLCDEDUNN & HOLTERMAN LPD Control
KANTWOOD LLCDEDUNN & HOLTERMAN LLCD Control
KANTWOOD LLCDEDUNN & HOLTERMAN LLCD Control
KANTWOOD LLCDEDUNN & HOLTERMAN LLCD Control
KANTWOOD LLCDEDUNN & HOLTERMAN LPD Control
KANTWOOD LLCDEDUNN & HOLTERMAN LPD Control
KANTWOOD LLC - GORDON CONVERSE HOLTERMANDEDUNN & HOLTERMAN LLCD Control
SUENOS HOLDINGS LLCDEDUNN & HOLTERMAN LPD Control
SUENOS HOLDINGS LLCDEDUNN & HOLTERMAN LPD Control
SUENOS HOLDINGS LLCDEDUNN & HOLTERMAN LPD Control
SUENOS HOLDINGS LLCDEVARIS INVESTMENTS LPD Control
SUENOS HOLDINGS LLCDEVARIS INVESTMENTS LPD Control
SUENOS HOLDINGS LLCDEVARIS INVESTMENTS LPD Control
SUENOS HOLDINGS LLCDEVARIS INVESTMENTS LPD Control
SUENOS HOLDINGS LLCDEVARIS INVESTMENTS LPD Control
SUENOS HOLDINGS LLCDEVARIS INVESTMENTS LPD Control
THE DUNN FAMILY TRUSTDEDUNN & HOLTERMAN LLCD Control
THE DUNN FAMILY TRUSTDEDUNN & HOLTERMAN LLCD Control
THE DUNN FAMILY TRUSTDEDUNN & HOLTERMAN LLCD Control
THE DUNN FAMILY TRUST - DEREK DUNN AND TAMARA DUNNDEDUNN & HOLTERMAN LLCD Control
AGARWAL, ANUPAMIADH-IM GP LLCC Control
AGARWAL, ANUPAMIADH-IM GP LLCC Control
DUNN & HOLTERMAN LLCDEADH-IM GP LLCC Control
DUNN & HOLTERMAN LLCDEADH-IM GP LLCC Control
KANTWOOD LLCDEDUNN & HOLTERMAN LPC Control
KANTWOOD LLCDEDUNN & HOLTERMAN LPC Control
KANTWOOD LLCDEDUNN & HOLTERMAN LPC Control
KANTWOOD LLCDEVARIS INVESTMENTS LPC Control
KANTWOOD LLCDEVARIS INVESTMENTS LPC Control
KANTWOOD LLCDEVARIS INVESTMENTS LPC Control
KANTWOOD LLCDEVARIS INVESTMENTS LPC Control
KANTWOOD LLCDEVARIS INVESTMENTS LPC Control
KANTWOOD LLCDEVARIS INVESTMENTS LPC Control
SUENOS HOLDINGS LLCDEDUNN & HOLTERMAN LPC Control
SUENOS HOLDINGS LLCDEDUNN & HOLTERMAN LPC Control
SUENOS HOLDINGS LLCDEDUNN & HOLTERMAN LPC Control

Registrations

Federal

IA
May 26, 2017 REGISTERED

Notice Filings (2)

CA TX

Address

601 GATEWAY BOULEVARD
SUITE 1050
SOUTH SAN FRANCISCO, CA 94080
United States
Phone: 650-989-2800