COASTAL INVESTMENT COMPANY, LLC
CRD #322164 SEC #801-130812 WINTER PARK, FL 888-411-2280
SEC Registered Private Funds
Total AUM
$212.9M
Discretionary
$212.9M
Employees
8
Clients
--
Accounts
33
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $212.9M | $212.9M | $0 | 8 | 0 |
| Jun 2025 | $212.9M | $212.9M | $0 | 8 | 0 |
| Apr 2025 | $212.9M | $212.9M | $0 | 8 | 0 |
| Mar 2025 | $212.9M | $212.9M | $0 | 8 | 0 |
| Sep 2024 | $161.3M | $161.3M | $0 | 7 | 0 |
| Jun 2024 | $161.3M | $161.3M | $0 | 7 | 0 |
DateSep 2025
Total AUM$212.9M
Discretionary$212.9M
Non-Disc.$0
Employees8
Clients0
DateJun 2025
Total AUM$212.9M
Discretionary$212.9M
Non-Disc.$0
Employees8
Clients0
DateApr 2025
Total AUM$212.9M
Discretionary$212.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$212.9M
Discretionary$212.9M
Non-Disc.$0
Employees8
Clients0
DateSep 2024
Total AUM$161.3M
Discretionary$161.3M
Non-Disc.$0
Employees7
Clients0
DateJun 2024
Total AUM$161.3M
Discretionary$161.3M
Non-Disc.$0
Employees7
Clients0