Sam Jarrett Litrenta

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

• 08/2023 → Present
  Coastedge Partners, Llc
  La Jolla, CA
• 02/2016 → 08/2019
  San Diego Padres
  San Diego, CA
• 08/2019 → 05/2020
  San Diego Padres
  San Diego, CA
• 05/2020 → 02/2021
  Stepstone Group
  La Jolla, CA
• 02/2021 → 08/2023
  Stepstone Group
  La Jolla, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-09