Coastal Investment Company, Llc
- Regulatory AUM
- $263M
- Discretionary
- $263M
- Clients
- 41
- Avg AUM / client
- $6.4M
- Accounts
- 41
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 41 | $263M | 100.0% |
Private funds (23)
View all →Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $161M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Coastal Qp Growth Fund, Llc | Venture Capital Fund | Florida | $20.1M | 35 |
| Coastal Real Estate Fund Viii, Llc | Real Estate Fund | Florida | $13.4M | 45 |
| Coastal Real Estate Fund Ix, Llc | Real Estate Fund | Florida | $11.3M | 69 |
| Coastal Real Estate Fund Vi, Llc | Real Estate Fund | Florida | $11.0M | 81 |
| Coastal Growth Fund Ii, Llc | Venture Capital Fund | Florida | $10.9M | 76 |
| Coastal Real Estate Fund Iii, Llc | Real Estate Fund | Florida | $10.0M | 67 |
| Coastal Growth Fund Iv, Llc | Venture Capital Fund | Florida | $9.8M | 24 |
| Coastal Growth Fund I, Llc | Venture Capital Fund | Florida | $8.4M | 48 |
| Coastal Real Estate Fund Ii, Llc | Real Estate Fund | Florida | $8.0M | 19 |
| Coastal Real Estate Fund Xv, Llc | Real Estate Fund | Florida | $7.1M | 50 |
| Coastal Real Estate Fund V, Llc | Real Estate Fund | Florida | $7.0M | 49 |
| Coastal Real Estate Fund Xiii, Llc | Real Estate Fund | Florida | $6.3M | 49 |
| Coastal Real Estate Fund Xi, Llc | Real Estate Fund | Florida | $6.0M | 35 |
| Coastal Income Fund I, Llc | Venture Capital Fund | Florida | $6.0M | 7 |
| Coastal Real Estate Fund X, Llc | Real Estate Fund | Florida | $5.0M | 24 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bloechinger, Tyler | Cfo, Cco | Feb 2014 (13y) | 10% – 25% | |
| Meerbaum, Gregory | Ceo | Feb 2014 (13y) | 50% – 75% | |
| Ahrens, Keith | Coo | Jan 2017 (10y) | 10% – 25% | |
| Travis Jon Barr | Cio | Jul 2022 (4y) | 5% – 10% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (23, $161M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Coastal Qp Growth Fund, Llc | Venture Capital Fund | $20.1M | $100K | 35 |
| Coastal Real Estate Fund Viii, Llc | Real Estate Fund | $13.4M | $100K | 45 |
| Coastal Real Estate Fund Ix, Llc | Real Estate Fund | $11.3M | $100K | 69 |
| Coastal Real Estate Fund Vi, Llc | Real Estate Fund | $11.0M | $100K | 81 |
| Coastal Growth Fund Ii, Llc | Venture Capital Fund | $10.9M | $100K | 76 |
| Coastal Real Estate Fund Iii, Llc | Real Estate Fund | $10.0M | $100K | 67 |
| Coastal Growth Fund Iv, Llc | Venture Capital Fund | $9.8M | $100K | 24 |
| Coastal Growth Fund I, Llc | Venture Capital Fund | $8.4M | $100K | 48 |
| Coastal Real Estate Fund Ii, Llc | Real Estate Fund | $8.0M | $100K | 19 |
| Coastal Real Estate Fund Xv, Llc | Real Estate Fund | $7.1M | $100K | 50 |
| Coastal Real Estate Fund V, Llc | Real Estate Fund | $7.0M | $100K | 49 |
| Coastal Real Estate Fund Xiii, Llc | Real Estate Fund | $6.3M | $100K | 49 |
| Coastal Real Estate Fund Xi, Llc | Real Estate Fund | $6.0M | $100K | 35 |
| Coastal Income Fund I, Llc | Venture Capital Fund | $6.0M | $100K | 7 |
| Coastal Real Estate Fund X, Llc | Real Estate Fund | $5.0M | $100K | 24 |
| Coastal Real Estate Fund Xiv, Llc | Real Estate Fund | $4.6M | $100K | 32 |
| Coastal Real Estate Fund Xii, Llc | Real Estate Fund | $3.2M | $100K | 22 |
| Coastal Growth Fund Iii, Llc | Venture Capital Fund | $3.1M | $100K | 28 |
| Coastal Income And Capital Apreciation Fund, Llc | Venture Capital Fund | $2.6M | $100K | 19 |
| Coastal Real Estate Fund Iv, Llc | Real Estate Fund | $2.5M | $100K | 17 |
| Coastal Income Fund Ii, Llc | Venture Capital Fund | $2.4M | $100K | 5 |
| Coastal Sealy Industrial Fund, Llc | Real Estate Fund | $1.5M | $100K | 9 |
| Coastal Real Estate Fund I, Llc | Real Estate Fund | $1.2M | $100K | 8 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 8.11 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
- • Performance-based fees
- • Other fees
- • EXPENSE ALLOWANCE
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗