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COASTEDGE PARTNERS, LLC

SEC Form ADV profile.

Total regulatory AUM
$2,142,300,000
Discretionary
$1,259,378,000
Non-discretionary
$882,922,000

Firm details

CRD number
149685
SEC file number
801-70877
Main office
SAN DIEGO, CA, United States
Employees
16
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.