Elliana Graham

Employer firm

Coastedge Partners, LLC CRD 149685

$2.14B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2025 → Present
  Coastedge Partners, Llc
  San Diego, CA
• 07/2019 → 05/2025
  Hall Capital Partners
  San Francisco, CA
• 08/2015 → 06/2019
  University Of Chicago
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-05

Other Names

• Elliana Goodman Graham