COASTEDGE PARTNERS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.14B |
| Discretionary | $1.26B59% of AUM |
| Non-Discretionary | $882.9M |
| Client Accounts | 1,266 |
| Avg Account Size | $1.7M |
| Employees | 16 |
| Peak AUM | $2.17BMar 2023 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.1B | +22.3% | 0.4% | +2.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $2.14B |
| Discretionary | $1.26B |
| Employees | 16 |
| Client Accounts | 1266 |
| Client Range | 101-250 |
Contact & Location
Address
4655 EXECUTIVE DRIVE
SAN DIEGO CA 92121
Phone
858-997-2777
Filing History
36 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.3B
58.8% of AUM
Non-Discretionary
$883M
41.2% of AUM
Disc. mix ▲ 4.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Structure
No related registrations reported