{
  "crd_number": 149685,
  "slug": "coastedge-partners-llc-san-diego-ca-149685",
  "primary_business_name": "COASTEDGE PARTNERS, LLC",
  "legal_name": "COASTEDGE PARTNERS, LLC",
  "dbas": [],
  "city": "San Diego",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-12-09",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-09-18",
  "carried_forward": false,
  "raum_total": 2142300000.0,
  "raum_discretionary": 1259378000.0,
  "raum_non_discretionary": 882922000.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 16,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 22050000.0,
      "count": 6
    },
    "pension_profit_sharing": {
      "raum": 25108000.0,
      "count": 9
    },
    "high_net_worth_individuals": {
      "raum": 1634665000.0,
      "count": 131
    },
    "pooled_investment_vehicles": {
      "raum": 301690000.0,
      "count": 15
    },
    "corporations_other_businesses": {
      "raum": 158787000.0,
      "count": 22
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "MN",
    "NY",
    "TX"
  ],
  "websites": [
    "https://coastedge.com",
    "https://linkedin.com/company/coastedge-partners-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/149685",
  "city_as_filed": "SAN DIEGO",
  "url": "https://advisorcensus.com/firm/coastedge-partners-llc-san-diego-ca-149685",
  "display_name": "Coastedge Partners, LLC",
  "summary": "Coastedge Partners, LLC is an SEC-registered investment advisory firm in San Diego, CA, registered since 2009, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 18, 2026.",
  "citation": "AdvisorCensus. Coastedge Partners, LLC (CRD 149685): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Coastedge Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Coastedge Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does Coastedge Partners, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 0.2% to 0.65% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Coastedge Partners, LLC located?",
      "a": "Coastedge Partners, LLC's principal office is in San Diego, CA, according to its Form ADV."
    },
    {
      "q": "Is Coastedge Partners, LLC registered with the SEC or a state?",
      "a": "Coastedge Partners, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 149685."
    },
    {
      "q": "How much does Coastedge Partners, LLC manage?",
      "a": "Coastedge Partners, LLC reports $2,142,300,000 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (59% discretionary)."
    },
    {
      "q": "How have Coastedge Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Coastedge Partners, LLC: Regulatory assets under management: $1,901,934,000 in the October 2021 data and $2,142,300,000 in the October 2026 data, up 13%. Total employees: 9 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Coastedge Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (131); corporations or other businesses not listed above (22); pooled investment vehicles (other than investment companies and business development companies) (15)."
    },
    {
      "q": "Which custodians does Coastedge Partners, LLC use?",
      "a": "Coastedge Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Coastedge Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/149685"
    },
    {
      "q": "What changed in Coastedge Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 6 to 5. Regulatory assets under management went from $1,751,672,000 to $2,142,300,000 (+22%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1901934000.0,
      "total_employees": 9,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2134224000.0,
      "total_employees": 12,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2167136000.0,
      "total_employees": 14,
      "filing_date": "2023-07-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1650333000.0,
      "total_employees": 17,
      "filing_date": "2024-08-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1751672000.0,
      "total_employees": 17,
      "filing_date": "2025-05-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2142300000.0,
      "total_employees": 16,
      "filing_date": "2026-09-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 5.",
        "Regulatory assets under management went from $1,751,672,000 to $2,142,300,000 (+22%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.2% to 0.65% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.2% to 0.65% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Depending upon the specific needs and account sizes of our clients, CoastEdge assesses an advisory fee ranging between 0.20% to 0.65% per year multiplied by the assets under management for clients, subject to a minimum fee ranging between $65,000 and $150,000 per year."
        ]
      }
    ],
    "quotes": [
      "Depending upon the specific needs and account sizes of our clients, CoastEdge assesses an advisory fee ranging between 0.20% to 0.65% per year multiplied by the assets under management for clients, subject to a minimum fee ranging between $65,000 and $150,000 per year."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/coastedge-partners-llc-san-diego-ca-149685.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 131,
      "fewer_than_5": false,
      "raum": 1634665000.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 301690000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 25108000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 22050000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 22,
      "fewer_than_5": false,
      "raum": 158787000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/149685",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}