COO · Coastal Investment Company, LLC
Keith Ahrens
CRD 7576138 · Named on Form ADV at one SEC-registered adviser
At a glance
Coastal Investment Company, LLC, an SEC-registered private fund adviser based in Winter Park, FL with $263 million in regulatory assets, lists Keith Ahrens on its Form ADV as COO, a control person.
Firms and roles
- Coastal Investment Company, LLCCOOPrivate fund adviser · Winter Park, FL · $263M in regulatory assets
AtlasMembers
Keith’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Gregory MeerbaumCEO, Coastal Investment Company, LLC
- Tyler BloechingerCFO, CCO, Coastal Investment Company, LLC
- Travis Jon BarrCIO, Coastal Investment Company, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Keith’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.