Managing Partner · Coastedge Partners, LLC
Steven S. Simpson
CRD 4668252 · Named on Form ADV at one SEC-registered adviser
At a glance
Coastedge Partners, LLC, an SEC-registered wealth manager based in SAN Diego, CA with $2.1 billion in regulatory assets, lists Steven S. Simpson on its Form ADV as Managing Partner, a control person.
Firms and roles
- Coastedge Partners, LLCManaging PartnerWealth manager · SAN Diego, CA · $2.1B in regulatory assets
AtlasMembers
Steven’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Richard J. EffressManaging Partner, Coastedge Partners, LLC
- Parker A BushDeputy Chief Investment Officer, Coastedge Partners, LLC
- Alexander F. PonchakChief Financial Officer & Principal, Coastedge Partners, LLC
- Nancy T. Vo HamadaChief Compliance Officer and Chief Operating Officer, Coastedge Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.