# Coastedge Partners, LLC

> 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.

- CRD: 149685
- Filed as: COASTEDGE PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149685
- AdvisorCensus page: https://advisorcensus.com/firm/coastedge-partners-llc-san-diego-ca-149685

## Quick answers

**How is Coastedge Partners, LLC compensated?**
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).

**How much does Coastedge Partners, LLC charge?**
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.

**Where is Coastedge Partners, LLC located?**
Coastedge Partners, LLC's principal office is in San Diego, CA, according to its Form ADV.

**Is Coastedge Partners, LLC registered with the SEC or a state?**
Coastedge Partners, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 149685.

**How much does Coastedge Partners, LLC manage?**
Coastedge Partners, LLC reports $2,142,300,000 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (59% discretionary).

**How have Coastedge Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Coastedge Partners, LLC serve?**
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).

**Which custodians does Coastedge Partners, LLC use?**
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.

**Does Coastedge Partners, LLC report any disciplinary disclosures?**
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

**What changed in Coastedge Partners, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: 0.2% to 0.65% a year (a range, as the brochure states it)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,142,300,000
- Discretionary: $1,259,378,000
- Non-discretionary: $882,922,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 131 | $1,634,665,000 |
| Pooled investment vehicles (other than investment companies and business development companies) | 15 | $301,690,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $25,108,000 |
| Charitable organizations | 6 | $22,050,000 |
| Corporations or other businesses not listed above | 22 | $158,787,000 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2009 (16 years)
- Employees: 16 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MN, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- coastedge.com
- LinkedIn @coastedge-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,901,934,000 | 9 | March 30, 2021 |
| October 2022 | $2,134,224,000 | 12 | March 31, 2022 |
| October 2023 | $2,167,136,000 | 14 | July 24, 2023 |
| October 2024 | $1,650,333,000 | 17 | August 2, 2024 |
| October 2025 | $1,751,672,000 | 17 | May 1, 2025 |
| October 2026 | $2,142,300,000 | 16 | September 18, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coastedge Partners, LLC (CRD 149685): Form ADV filing data as of October 2026.