CoastEdge Partners Information

View Top Employees from CoastEdge Partners

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.

Website	http://www.coastedge.com
Revenue	$5 million
Employees	17 (15 on RocketReach)
Founded	2005
Address	4655 Executive Drive Suite 325, San Diego, California 92121, US
Phone	+1 858-997-2777
Technologies	JavaScript , HTML , Twitter +19 more (view full list)
Industry	Financial Services, Finance General, Finance
Keywords	High Net Worth, Wealth Management, Investment Management, Private Wealth, Financial Planning, Wealth Planning, Family Office, Financial Advisory, Investment Strategies, Portfolio Management, Bespoke Services, Investment Advisory, Multi-Family Office, Estate Planning, Asset Management, Retirement Planning, Financial Solutions, Tax Planning, Philanthropic Planning, Legacy Planning
Competitors	Citibank Private Bank, Morgan Stanley, Goldman Sachs, J.P. Morgan, Schwab Advisor Services, UBS, Fidelity Investments, BlackRock, TD Ameritrade, Edward Jones +34 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 621 Companies, SIC Code 6211 Companies, SIC Code 628 Companies
NAICS	NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 523910 Companies, NAICS Code 5239 Companies, NAICS Code 52391 Companies

CoastEdge Partners Questions

What is the annual revenue of CoastEdge Partners?

The CoastEdge Partners annual revenue was $5 million in 2026.

Who is the CFO of CoastEdge Partners?

Alex Ponchak is the CFO of CoastEdge Partners.

How many people are employed at CoastEdge Partners?

15 people are employed at CoastEdge Partners.

Where is CoastEdge Partners based?

CoastEdge Partners is based in San Diego, California.

What is the NAICS code for CoastEdge Partners?

The NAICS codes for CoastEdge Partners are [523, 52, 523910, 5239, 52391].

What is the SIC code for CoastEdge Partners?

The SIC codes for CoastEdge Partners are [62, 621, 6211, 628].

Top CoastEdge Partners Employees

Alex Ponchak

Chief Financial Officer at CoastEdge Partners

San Diego, CA, US
1
- coastedge.com
2
- +1 858-997-XXXX
- +1 203-722-XXXX
Steven Simpson

Managing Partner at CoastEdge Partners

San Diego, CA, US
2
- coastedge.com
- yahoo.com
5+
- +1 858-436-XXXX
- +1 251-422-XXXX
- +1 703-992-XXXX
- +1 402-312-XXXX
- +1 858-997-XXXX
- +1 858-444-XXXX
Ian Hill

Partner, Investments at CoastEdge Partners

San Diego, CA, US
2
- gmail.com
- coastedge.com
5+
- +1 216-357-XXXX
- +1 330-798-XXXX
- +1 858-997-XXXX
- +1 814-266-XXXX
- +1 530-736-XXXX
- +1 814-490-XXXX
Nancy Hamada

Partner and Chief Operating Officer at CoastEdge Partners

California, United States
2
- gmail.com
- coastedge.com
5
- +1 626-327-XXXX
- +1 650-917-XXXX
- +1 858-997-XXXX
- +1 858-436-XXXX
- +1 408-623-XXXX
Alexa Cammarano

Director of Client Services at CoastEdge Partners

San Diego, CA, US
3
- +1 949-683-XXXX
- +1 714-448-XXXX
- +1 510-664-XXXX
Kris Moss

Principal, Investments at CoastEdge Partners

California, United States
1
- gmail.com
2
- +1 858-997-XXXX
- +1 760-505-XXXX
Garrett Heine

Associate Director, Portfolio Advisory at CoastEdge Partners

San Diego, CA, US
2
- yahoo.com
- coastedge.com
4
- +1 510-582-XXXX
- +1 646-981-XXXX
- +1 858-750-XXXX
- +1 858-792-XXXX
Trevor Huffman

Fund Accountant at CoastEdge Partners

San Diego, CA, US
1
- coastedge.com
3
- +1 617-579-XXXX
- +1 561-200-XXXX
- +1 561-629-XXXX
Elliana Graham

Associate Director at CoastEdge Partners

San Diego, CA, US
2
- gmail.com
- coastedge.com
1
- +1 310-739-XXXX
Peter Dawoud

Associate at CoastEdge Partners

San Diego, CA, US
1
- coastedge.com
3
- +1 619-456-XXXX
- +1 619-660-XXXX
- +1 619-670-XXXX