Mandate & appetite
- Preferred strategies
- Private EquityHedge Funds
- Target geographies
- Global
- Typical ticket
- —
- AUM
- $2.14B
- Real-asset allocation
- —
- Appetite
- —
Investor profile
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.
Unlock mandates & allocation signals
See CoastEdge Partners's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals, dated and attributed
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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