COASTAL INVESTMENT COMPANY, LLC
SEC RegisteredNavigating Your Future.
About the firm
Coastal Investment Company, LLC is an investor in various real estate and private business investments. Its mission is to provide successful people access to and advice about institutional real estate and venture capital investment opportunities.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private equity, real estate, venture capital, growth equity, tax consulting, and mergers & acquisitions.
Who they serve
Successful people seeking access to institutional real estate and venture capital investment opportunities.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 41 | $263M |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COASTAL INVESTMENT COMPANY, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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