CoastEdge Partners has charted a unique course. Prior to CoastEdge, our founding partners held distinguished careers building and leading successful companies, ranging from CEO of a publicly traded company to president of a multi-billion-dollar asset management firm. As self-made high net worth individuals, we founded CoastEdge to provide the service, transparency, and investment management we personally desired as investors for our families.
Our service offering combines the family office experience with the access, expertise, scale and operating platform of an institutional investment firm. We customize every portfolio to fit our client’s needs and allocate globally across multiple asset classes. However, it is our unique background as hands-on operators, our access to investments, the capital we invest alongside you, and acumen in opportunity selection that truly differentiate us.
As we invest alongside you, we keep you informed on your investments, help to ease worries around market dynamics and build a confident financial future.