Coastal Investment

Real Estate SEC-registered adviser

Legal name: Coastal Investment Company, LLC

Winter Park, FL Website LinkedIn

AUM

$262.9M
Regulatory AUM

Private funds

41
Real Estate 29 · Venture Capital 12

Private fund assets

$262.9M
Gross asset value

Employees

9

Last Form D raise

Mar 2026
Most recent fund filing

From SEC Form ADV filing (filed Apr 30, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

G
Gregory Meerbaum
CEO
Source: SEC Form ADV
T
Travis Jon Barr
CIO
Source: SEC Form ADV

Funds(41)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Coastal Drone Defensefund, LLCVenture Capital$4.7M$4.8M57Mar 2026Warm
Coastal Income Fund III LLCVenture Capital$2.6M$5.9M9Mar 2026Warm
Coastal Phoenix Mf High-Rise Fund, LLCReal Estate$732K$1.3M9Mar 2026Warm
Coastal Links Oviedo Car Wash LLCReal Estate$2.4M$2.4M24Jan 2026Warm
Coastal Foundry Mf Fund LLCReal Estate$9.5M$8.9M66Sep 2025Cool
Coastal Scottsdale Slf Fund, LLCReal Estate$5.4M$5.5M41Sep 2025Cool
Coastal Melbourne Go Store IT Fund LLCReal Estate$5.9M$5.2M38May 2025Cool
Coastal Sealy Industrial Fund, LLCReal Estate$3.3M$2.7M18Apr 2025Cool
Coastal Mill Green Qc Fund IX, LLCReal Estate$1.5M$1.6M9Apr 2025Cool
Coastal Nashville Bfr, LLCReal Estate$5.5M$5.4M39Apr 2025Cool
Coastal Growth Fund V, LLCReal Estate$756K$575K4Feb 2025Cool
Coastal Links Car Wash Fund, LLCReal Estate$3.6M$2.3M11Jan 2025Cool
Coastal Canton Mf Fund, LLCReal Estate$7.5M$7.7M65Nov 2024Cool
Coastal Bonita Springs Bluegate Fund, LLCReal Estate$4.7M$4.8M33Nov 2024Cool
Coastal Growth Fund IV, LLCVenture Capital$11.5M$10.7M29Aug 2024Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
322164
SEC file number
801-130812

Sources