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CoastEdge Partners

San Diego, United States (US) · Finance and Banking

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Verified by Enterprise League

Data quality

Complete · Accuracy

Last verified

Apr 2026

#investment management

#customized portfolios

#pooled vehicles

#specialized mandates

#manager research

#performance evaluation

#risk reduction

CoastEdge Partners is a Finance and Banking company based in San Diego, United States (US), with 10-20 employees. CoastEdge Partners's profile is verified on Enterprise League.

Overview

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.
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Contact Details

info@coastedge.com

San Diego, United States (US), 4655 Executive Drive, Suite 325

Employees

10-20

Categories

Financial Services

Keywords

#investment management

#customized portfolios

#pooled vehicles

#specialized mandates

#manager research

#performance evaluation

#risk reduction

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