Coastedge Partners, Llc
SEC-registered
Multi-Family Office · Mid-sized ($1B–$10B)
CRD 149685
· SEC file 801-70877
· San Diego, CA
· www.linkedin.com
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ADV data as of Mar 27, 2026
- Regulatory AUM
- $2.1B
- Discretionary
- $1.3B
- Clients
- 183
- Avg AUM / client
- $11.7M
- Accounts
- 1,266
- Employees
- 16
AUM over time
$198M
$2.2B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 131 | $1.6B | 76.3% |
| Pooled investment vehicles (non-investment companies) | 15 | $302M | 14.1% |
| Pension and profit sharing plans | 9 | $25.1M | 1.17% |
| Charitable organizations | 6 | $22.1M | 1.03% |
| Corporations and other businesses | 22 | $159M | 7.41% |
Private funds (17)
View all →Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $335M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Coastedge Focus Master Fund, Lp master | Other Private Fund | Delaware | $75.5M | 2 |
| Coastedge Focus Fund, Lp feeder | Other Private Fund | Delaware | $62.8M | 79 |
| Coastedge Distressed & Special Situations Fund, Llc | Private Equity Fund | Delaware | $27.0M | 73 |
| Coastedge Venture Capital, Llc | Venture Capital Fund | Delaware | $26.4M | 58 |
| Coastedge Private Equity, Llc | Private Equity Fund | Delaware | $25.7M | 61 |
| Coastedge Alternative Total Return, Llc | Private Equity Fund | Delaware | $16.5M | 47 |
| Coastedge Real Estate, Llc | Real Estate Fund | Delaware | $14.6M | 46 |
| Coastedge Opportunity Fund Xii, Llc | Private Equity Fund | Delaware | $13.6M | 24 |
| Coastedge Focus Fund Offshore, Llc feeder | Other Private Fund | Delaware | $12.6M | 22 |
| Coastedge Oaktree, Llc | Private Equity Fund | Delaware | $12.2M | 20 |
| Coastedge Opportunity Fund Xi, Llc | Private Equity Fund | Delaware | $12.1M | 29 |
| Coastedge Opportunity Fund Ix, Llc | Private Equity Fund | Delaware | $9.0M | 25 |
| Coastedge Gs Vintage Real Estate Llc | Private Equity Fund | Delaware | $8.9M | 17 |
| Coastedge Nb Co Investment Iii Llc | Private Equity Fund | Delaware | $8.3M | 16 |
| Coastedge Private Credit Llc | Other Private Fund | Delaware | $6.9M | 24 |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Joseph Effress | Managing Partner | Dec 2014 (12y) | 50% – 75% | |
| Parker A Bush | Deputy Chief Investment Officer | Jul 2016 (10y) | Less than 5% | |
| Simpson, Lauren, Michelle | Trustee | Jan 2017 (10y) | GP / trustee / elected manager of Simpson Family Trust 12/15/09 (indirect) | |
| Steven Scott Simpson | Managing Partner | Jan 2017 (10y) | 50% – 75% | |
| Effress, Jessica, Sloop | Grantor | Nov 2020 (6y) | GP / trustee / elected manager of Jessica S. Effress 2012 Trust (indirect) | |
| Ponchak, Alexander, Francis | Chief Financial Officer & Principal | Jun 2022 (4y) | Less than 5% | |
| Vo Hamada, Nancy, Thuy | Chief Compliance Officer And Chief Operating Officer | Jul 2024 (2y) | Less than 5% | |
| Alexa Paige Cammarano | Registered representative | Sep 2021 (5y) | ||
| Ian Hill | Registered representative | Sep 2021 (5y) | ||
| Elizabeth Kelly | Registered representative | Jul 2022 (4y) | ||
| Elliana Graham | Registered representative | Sep 2025 (1y) | ||
| Garrett Louis Heine | Registered representative | CFA | Jun 2026 (0y) | |
| Steven Ostrowski | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Simpson Family Trust 12/15/09 | Member | Jan 2017 | A | 50% – 75% |
| Jessica S. Effress 2012 Trust | Member | Nov 2020 | A | 25% – 50% |
| Sand Dollar Partners, Llc | Member | Jan 2017 | A | Less than 5% |
| Richard J. Effress Family Trust | Member | Dec 2014 | A | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (17, $335M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Coastedge Focus Master Fund, Lp | Other Private Fund | $75.5M | $1.0M | 2 |
| Coastedge Focus Fund, Lp | Other Private Fund | $62.8M | $1.0M | 79 |
| Coastedge Distressed & Special Situations Fund, Llc | Private Equity Fund | $27.0M | $200K | 73 |
| Coastedge Venture Capital, Llc | Venture Capital Fund | $26.4M | $200K | 58 |
| Coastedge Private Equity, Llc | Private Equity Fund | $25.7M | $200K | 61 |
| Coastedge Alternative Total Return, Llc | Private Equity Fund | $16.5M | $200K | 47 |
| Coastedge Real Estate, Llc | Real Estate Fund | $14.6M | $200K | 46 |
| Coastedge Opportunity Fund Xii, Llc | Private Equity Fund | $13.6M | $200K | 24 |
| Coastedge Focus Fund Offshore, Llc | Other Private Fund | $12.6M | $500K | 22 |
| Coastedge Oaktree, Llc | Private Equity Fund | $12.2M | $250K | 20 |
| Coastedge Opportunity Fund Xi, Llc | Private Equity Fund | $12.1M | $200K | 29 |
| Coastedge Opportunity Fund Ix, Llc | Private Equity Fund | $9.0M | $200K | 25 |
| Coastedge Gs Vintage Real Estate Llc | Private Equity Fund | $8.9M | $200K | 17 |
| Coastedge Nb Co Investment Iii Llc | Private Equity Fund | $8.3M | $250K | 16 |
| Coastedge Private Credit Llc | Other Private Fund | $6.9M | $200K | 24 |
| Coastedge Arclight Vi, Llc | Private Equity Fund | $2.1M | $100K | 11 |
| Coastedge Starwood Opportunities, Llc | Private Equity Fund | $1.4M | $200K | 13 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 3.78 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.7B (78% of AUM) Mar 2026
- Merrill Lynch $634M (29% of AUM) Jul 2023
- BNY Mellon $141M (7% of AUM) Mar 2022
- Fidelity Brokerage Services $113M (5% of AUM) Jul 2023
- City National Bank $15.0M (1% of AUM) Oct 2024
- Morgan Stanley $9.9M (1% of AUM) Oct 2024
- J.P. Morgan $4.1M (0% of AUM) Mar 2022
- The Vanguard Group, Inc. $1.8M (0% of AUM) Oct 2024
- Mainstar Trust $1.2M (0% of AUM) Oct 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗