CoastEdge Partners provides sophisticated investment management and wealth planning for a limited number of high net worth families and foundations. Our service offering combines a bespoke family office experience with the access, expertise, scale and operating platform of an institutional investment firm. CoastEdge Partners is an independent SEC Registered Investment Advisor headquartered in La Jolla, California.
View Top Employees from CoastEdge PartnersWebsite | http://www.coastedge.com |
Revenue | $5 million |
Employees | 22 (22 on RocketReach) |
Founded | 2005 |
Address | 888 Prospect Street Suite 220, La Jolla, California 92093, US |
Phone | (858) 997-2777 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 6211 Companies, SIC Code 62 Companies, SIC Code 621 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52391 Companies, NAICS Code 523910 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
Looking for a particular CoastEdge Partners employee's phone or email?
The CoastEdge Partners annual revenue was $5 million in 2024.
Alex Ponchak is the CFO of CoastEdge Partners.
22 people are employed at CoastEdge Partners.
CoastEdge Partners is based in La Jolla, California.
The NAICS codes for CoastEdge Partners are [52, 52391, 523910, 5239, 523].
The SIC codes for CoastEdge Partners are [6211, 62, 621].