COALESCE CAPITAL MANAGEMENT LLC
CRD #324179 SEC #801-128155 NEW YORK, NY (646) 222-5910
SEC Registered Private Funds
Total AUM
$1.4B
Discretionary
$1.4B
Employees
19
Clients
--
Accounts
7
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DIEZ, CHRISTIAN, A | I | MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| DIEZ, CHRISTIAN, A | I | MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| FOULLOIS, BETHANY, E | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| FOULLOIS, BETHANY, ELIZABETH | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| FOULLOIS, BETHANY, ELIZABETH | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| FOULLOIS, BETHANY, ELIZABETH | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| GEVADA, STEPHANIE, MARIE | I | FOUNDING AND MANAGING PARTNER | NA | Control |
| GEVADA, STEPHANIE, MARIE | I | FOUNDING AND MANAGING PARTNER | NA | Control |
| GEVADA, STEPHANIE, MARIE | I | FOUNDING AND MANAGING PARTNER | NA | Control |
| GEVEDA, STEPHANIE, MARIE | I | FOUNDING AND MANAGING PARTNER | NA | Control |
| GEVEDA, STEPHANIE, MARIE | I | FOUNDING AND MANAGING PARTNER | NA | Control |
| GEVEDA, STEPHANIE, MARIE | I | FOUNDING AND MANAGING PARTNER | NA | Control |
| Stannard, Henry | I | PARTNER | NA | Control |
| COALESCE CAPITAL S-CORP LLC | DE | SOLE MEMBER | E | Control |
| COALESCE CAPITAL S-CORP LLC | DE | SOLE MEMBER | E | Control |
| COALESCE CAPITAL S-CORP LLC | DE | SOLE MEMBER | E | Control |
| COALESCE CAPITAL S-CORP LLC | DE | SOLE MEMBER | E | Control |
| COALESCE CAPITAL S-CORP LLC | DE | SOLE MEMBER | E | Control |
| COALESCE CAPITAL S-CORP LLC | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GEVADA, STEPHANIE, MARIE | I | COALESCE CAPITAL S-CORP LLC | E | Control |
| GEVADA, STEPHANIE, MARIE | I | COALESCE CAPITAL S-CORP LLC | E | Control |
| GEVADA, STEPHANIE, MARIE | I | COALESCE CAPITAL S-CORP LLC | E | Control |
| GEVEDA, STEPHANIE, MARIE | I | COALESCE CAPITAL S-CORP LLC | E | Control |
| GEVEDA, STEPHANIE, MARIE | I | COALESCE CAPITAL S-CORP LLC | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (1)
NY
Address
605 THIRD AVENUE36TH FLOOR
NEW YORK, NY 10158
United States
Phone: (646) 222-5910