# Middle Coast Investing LLC

> Middle Coast Investing LLC is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 328569
- Filed as: MIDDLE COAST INVESTING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328569
- AdvisorCensus page: https://advisorcensus.com/firm/middle-coast-investing-llc-328569

## Quick answers

**How is Middle Coast Investing LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Middle Coast Investing LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Middle Coast Investing LLC registered with the SEC or a state?**
Middle Coast Investing LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328569.

**How much does Middle Coast Investing LLC manage?**
Middle Coast Investing LLC reports $12,121,430 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Middle Coast Investing LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6); high net worth individuals (3).

**Does Middle Coast Investing LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328569

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $12,121,430
- Discretionary: $12,121,430
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $1,301,430 |
| High net worth individuals | 3 | $10,820,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bsky.app/profile/danielshortman.bsky.social](https://bsky.app/profile/danielshortman.bsky.social)
- [middlecoastinvesting.com](https://middlecoastinvesting.com)
- [seekingalpha.com/author/daniel-shvartsman](https://seekingalpha.com/author/daniel-shvartsman)
- Facebook @dan.shvartsman
- Instagram @danshvartsman
- LinkedIn @daniel-shvartsman-a97a4430
- Threads @danshvartsman
- X @DanielShortman
- X @DanielShortman
- YouTube @shortinvestingguide

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Middle Coast Investing LLC (CRD 328569): Form ADV filing data as of October 2026.