Wealth manager, independent · SAN Diego, CA
Coastedge Partners, LLC
SEC-registered investment adviser · CRD 149685 · SEC 801-70877
At a glance
Coastedge Partners, LLC is an SEC-registered investment adviser based in SAN Diego, California, with $2.1B in regulatory assets under management as of its Form ADV filed September 18, 2026. It reports 131 individual clients, 131 of them high-net-worth, holding an average of about $12 million each, and 16 employees. That ranks it 522nd among the nation’s 5,657 independent wealth management RIAs and 66th of 714 in California. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 858-997-2777coastedge.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.1B
- Rank among independent wealth managers
- #522 of 5,657
- Rank among all SEC RIAs
- #3,490 of 17,210
- Rank in California
- #66 of 714
- Individual clients
- 131
- High-net-worth clients
- 131
- Accounts
- 1,266
- Discretionary
- 59% of AUM
- Employees
- 16
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Richard J. EffressManaging Partner
- Steven S. SimpsonManaging Partner
- Parker A BushDeputy Chief Investment Officer
- Alexander F. PonchakChief Financial Officer & Principal
- Nancy T. Vo HamadaChief Compliance Officer and Chief Operating Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Coastedge Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 131 | $1.6B | 76% |
| Pooled investment vehicles | 15 | $302M | 14% |
| Corporations or other businesses | 22 | $159M | 7% |
| Pension and profit sharing plans | 9 | $25M | 1% |
| Charitable organizations | 6 | $22M | 1% |
Private funds
Coastedge Partners, LLC reports 16 private funds with $381M in gross assets: private equity funds, venture capital funds, real estate funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Coastedge Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗coastedge.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,846 peers of its type and size
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- 5 namedLocked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Evolve Private Wealth, LLCLOS Angeles | $2.1B | 679 |
| Financial Management Network IncMission Viejo | $2.1B | 1,379 |
| Van Hulzen Financial AdvisorsEL Dorado Hills | $2.1B | 1,389 |
| Fairview CapitalGreenbrae | $2.0B | 241 |
| JSF Financial, LLCLOS Angeles | $2.0B | 791 |
| HCR Wealth AdvisorsLOS Angeles | $2.0B | 937 |
Background
Questions
How much does Coastedge Partners, LLC manage?
Coastedge Partners, LLC reports $2.1B in regulatory assets under management across 1,266 accounts, 59% of it on a discretionary basis, on its Form ADV filed September 18, 2026.
How many clients does Coastedge Partners, LLC have?
It reports 131 individual clients: 131 high-net-worth individuals and 0 other individuals. Individuals account for about 76% of its regulatory assets.
Where is Coastedge Partners, LLC headquartered?
Its main office is in SAN Diego, California. It reports 1 office in total and 16 employees, 5 of whom perform investment advisory functions.
How does Coastedge Partners, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Coastedge Partners, LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 18, 2026, it reports these amounts held: Charles Schwab ($1.7B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Coastedge Partners, LLC a hybrid RIA with a broker-dealer?
Coastedge Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Coastedge Partners, LLC a fiduciary?
As an SEC-registered investment adviser, Coastedge Partners, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Coastedge Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →