CoastEdge is a registered investment advisory firm built to integrate comprehensive wealth advisory services with access to institutional alternative investments.
Our managing partners have consistently invested alongside our clients since our founding. This alignment informs the deep independent research we conduct for each investment as principals and drives the structure of our firm which consists almost entirely of investment research, fund accounting, and operations professionals who are focused on adding value to our ultra high net worth clients.
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Our experience, entrepreneurial background and longstanding industry relationships enable us to provide access to investment opportunities that are often available only to large institutional investors and family offices.
Learn more ›We founded CoastEdge to manage our own wealth and we continue to invest alongside our clients, with the same terms, fees and expenses.
Learn more ›We remain grounded in your long term financial goals during challenging periods, making research-backed decisions in response to market dynamics to protect your future and legacy.
Learn more ›We communicate, educate, and collaborate with clients, with reporting that gives a clear and constant view on the standing, trajectory and performance of your portfolio.
Learn more ›With experience across asset allocation, manager selection, oversight and structuring, we construct a customized global multi-asset class portfolio for each client based on your long-term goals, risk profile and time horizon.
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