Coastedge Partners
Coastedge Partners is a private credit, private equity and venture manager in San Diego, CA. It is registered with the SEC as an investment adviser with $2.1B in regulatory assets and 16 staff. It has 1 fund on file, the latest reported in May 2026.
Funds on file
1
Raised, all funds
$6.8M
Regulatory assets
$2.1B
Staff
16
Pension investors
None found
See the adviser's own filing →
Latest fund filing
Funds
DateFundTypeRaisedTarget
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$2.1B
Employees16
Clients131 wealthy individuals, 22 companies, 15 private funds, 9 pension plans and 6 charities.
Control personsJessica, Sloop Effress, Richard, Joseph Effress, Lauren, Michelle Simpson, Steven, Scott Simpson, Nancy, Thuy Vo Hamada.
Private funds17 private funds holding $335.3M in gross assets.
Private funds it reports
FundTypeGross assets
Coastedge Focus Master Fund
Other
$75.5M
Coastedge Focus Fund
Other
$62.8M
Coastedge Distressed & Special Situations Fund
Private equity
$27M
Coastedge Venture Capital
Venture
$26.4M
Coastedge Private Equity
Private equity
$25.7M
Coastedge Alternative Total Return
Private equity
$16.5M
Coastedge Real Estate
Real estate
$14.6M
Coastedge Opportunity Fund Xii
Private equity
$13.6M
Coastedge Focus Fund Offshore
Other
$12.6M
Coastedge Oaktree
Private equity
$12.2M
Coastedge Opportunity Fund XI
Private equity
$12.1M
Coastedge Opportunity Fund IX
Private equity
$9M
Coastedge GS Vintage Real Estate
Private equity
$8.9M
Coastedge NB Co-investment Iii
Private equity
$8.3M