Blue Edge Family Office

NewEdge Wealth is a Stamford, CT-based multi-family office managing $16.5 billion in assets for ultra-high-net-worth clients.

Blue Coast Capital, founded in 2019, is a UK-based investment organization that manages a diverse portfolio of private and public assets. The firm focuses on real estate, targeting acquisition, development, and management across multiple asset classes in various locations.

Institutional investor. based in Chicago United States. LP type: Family Office. Asset class focus: Alternative Investments, Fixed Income, Private Debt, Private Equity, Public Equity, Real Estate, Venture Capital. Geographic focus: Global. Sectors: infrastructure, office. Active real asset investor

CoastEdge Partners, LLC is a registered investment advisory firm based in La Jolla, California, founded in 2006 by Richard J. Effress and Steven S. Simpson. The firm specializes in customized investment management for high net worth individuals, ultra-high net worth clients, family offices, and institutions. CoastEdge operates with a family office approach while maintaining institutional scale, emphasizing independent research, transparency, and alignment with clients' long-term goals. The firm offers a range of services, including portfolio construction, wealth planning, and access to alternative investments such as private equity and hedge funds. CoastEdge focuses on creating tailored global multi-asset class portfolios that reflect clients' goals and risk profiles. The team is composed of experienced professionals in investment research, fund accounting, and operations, ensuring a comprehensive and supportive client experience. Fees are asset-based, with a structure designed to accommodate various account sizes.

Institutional investor. based in Mumbai India. LP type: Family Office. Asset class focus: Alternative Investments, Private Equity, Real Estate, Venture Capital. Geographic focus: Asia. Sectors: office. Active real asset investor

Blue Zone Wealth Advisors is a Los Angeles, California-based multi-family office and registered investment advisor. Established in 2019, the firm provides integrated wealth management and family office services to a diverse base of affluent families, entrepreneurs, and business owners.