Gold Coast Wealth Management
Gold Coast Wealth Management is a private equity manager in Jericho, NY. It is registered with the SEC as an investment adviser with $413.8M in regulatory assets and 3 staff. It has 1 fund on file, the latest reported in March 2026.
Funds on file
1
Raised, all funds
$54M
Regulatory assets
$413.8M
Staff
3
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$413.8M
Employees3
Clients89 individuals, 65 wealthy individuals, 2 private funds and 1 pension plan.
Control personsBrendan, John Obrien.
Private funds1 private funds holding $91.6M in gross assets.
Private funds it reports
FundTypeGross assets