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Coastedge Partners, LLC CRD 149685
$2.14B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4655 Executive Drive Suite 325, San Diego, CA 92121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| MN | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2015-02-11 |
Branch Locations
888 Prospect Street Suite 220, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coastedge Partners, Llc | La Jolla | CA | 02/2006 | Present |
SHORES VENTURES LLC ADDRESS: 8545 AVENIDA DE LAS ONDAS, LA JOLLA, CA, 92037 NATURE: REAL ESTATE AND OTHER INVESTMENT (NOT INVESTMENT MANAGEMENT RELATED). POSITION: PRESIDENT STATE DATE: 08/2011 APPROX HOURS DURING MONTH TOTAL: 30, INCLUDING DURING TRADING HOURS DUTIES: MANAGEMENT OF VARIOUS HOLDINGS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-18 |
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