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Coastedge Partners, LLC

Coastedge Partners, LLC. CRD 149685

Coastedge Partners, LLC logo

CRD: 149685

Coastedge Partners, LLC

SAN Diego, CA, 92121
8589972777
coastedge.com
$2.1B Total AUM
$1.3B Disc. AUM
-- 3Y CAGR
16 Employees
183 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Apex · Charles Schwab & Company · Deutsche Bank · Morgan Stanley
Clients
Retail and Institutional
Platforms
Harbor radialFoundation optima +more
Established Date
12-09-2009
Office Locations
4

Office Locations

4655 Executive Drive Suite 325 SAN Diego CA
888 Prospect Street Suite 220 LA Jolla CA
-- -- --

About Coastedge Partners, LLC

CoastEdge is a San Diego-based registered investment adviser serving ultra high net worth clients with comprehensive wealth advisory and customized global multi-asset portfolios. The firm emphasizes independent, principal-led research, manager selection, and portfolio structuring, with institutional access to alternative investments often reserved for large institutions and family offices. Partners invest alongside clients and provide transparent, ongoing reporting.

Team overview

44 AVG AGE
$428.5M AVG AUM / ADVISOR
$11.7M AVG AUM / CLIENT
6.2 yrs AVG TENURE
16 Employees
5 Advisory Reps
6 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

Capital harbor Delta optima Wave ridge Beacon Focus North Insight

Client Personas

Prime

Custodian

Ridge radial

Investment Themes

Radial oak Oak glacier Value

Investment Vehicles

Meridian element

Services

Value Unison Glacier Ridge element Value Pioneer peak Element horizon

Technology

Oak alpha Eagle Matrix bridge Optima Matrix signal

Owner & Executives

R

RICHARD JOSEPH EFFRESS

Managing Partner, Partner

CRD
#2159776
Ownership
50% but less than 75%
(749) 740-5898
bridge.atlas@deltacapital.com
in linkedin.com/in/ember-timber
S

STEVEN SCOTT SIMPSON

Managing Partner, Partner

CRD
#4668252
Ownership
50% but less than 75%
(766) 590-2643
vector.capital@northcapital.com
in linkedin.com/in/capital-harbor
L

Legacy north

Momentum catalyst

CRD
#72570
Ownership
4.3%
(381) 978-4468
vertex.prime@vectorcapital.com
in linkedin.com/in/matrix-catalyst

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Contacts

P

PARKER A BUSH

DEPUTY CHIEF INVESTMENT OFFICER, Partner

CRD
#6077208
(800) 486-3886
capital.legacy@fusioncapital.com
in linkedin.com/in/beacon-atlas
Alexa Paige Cammarano

Alexa Paige Cammarano

Director

CRD
#6809471
(317) 411-9750
legacy.vertex@frontiercapital.com
in linkedin.com/in/delta-radial
Q

Quantum vital

Value summit

CRD
#28589
(597) 751-2727
glacier.momentum@northcapital.com
in linkedin.com/in/oak-summit

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
07-24-2023
10-21-2024
08-29-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $1,259,378,000 $1,249,383
Non-Discretionary $882,922,000 $3,422,178
Total $2,142,300,000 $1,692,180

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Separately Managed Accounts

Total SMA Asset: $1,840,610,000

$1.8B Total SMA
U.S. Government/Agency:
11.2%
Municipal Bonds:
13.4%
Equity - Exchange:
13.7%
Private Funds:
19.5%
Equity - OTC:
15.1%
Public Funds:
13.0%
Cash:
14.1%
Asset class Assets Assets %
U.S. Government/Agency $378,710,767 11.2%
Municipal Bonds $453,100,382 13.4%
Equity - Exchange $463,244,421 13.7%
Private Funds $659,362,497 19.5%
Equity - OTC $510,583,267 15.1%
Public Funds $439,574,998 13.0%
Cash $476,769,805 14.1%
Total $3,381,346,137 100.0%

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