Coastedge Partners

Asset Manager SEC-registered adviser

Legal name: Coastedge Partners, LLC

San Diego, CA Website LinkedIn

AUM

$2.1B
Regulatory AUM

Private funds

16
Private Equity 10 · Other 4 · Real Estate 1 · Venture Capital 1

Private fund assets

$299.4M
Gross asset value

Employees

16

Last Form D raise

May 2026
Most recent fund filing

From SEC Form ADV filing (filed Sep 18, 2026). View on SEC

People(5)

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

A
Alexander Ponchak
Chief Financial Officer & Principal
Source: SEC Form ADV
L
Lauren Simpson
Trustee, Simpson Family Trust 12/15/09
Source: SEC Form ADV
P
Parker Bush
Deputy Chief Investment Officer
Source: SEC Form ADV
R
Richard Effress
Managing Partner
Source: SEC Form ADV
S
Steven Simpson
Managing Partner
Source: SEC Form ADV

Funds(16)

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

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Coastedge Distressed & Special Situations Fund, LLCPrivate Equity$33.0M$22.4M87May 2026Hot
Coastedge Private Equity, LLCPrivate Equity$29.4M$24.3M66May 2026Hot
Coastedge Real Estate, LLCReal Estate$18.7M$17.8M54May 2026Hot
Coastedge Alternative Total Return, LLCPrivate Equity$17.5M$15.7M51May 2026Hot
Coastedge Focus Fund Offshore, LLCOther$14.4M$27.0M50May 2026Hot
Coastedge Private Credit LLCOther$7.6M$6.8M24May 2026Hot
Coastedge Focus Master Fund, LPOther$81.3M$99.8M163May 2026Hot
Coastedge Focus Fund, LPOther$66.8M$99.8M163May 2026Hot
Coastedge Opportunity Fund Xiii LLCPrivate Equity$20.5M$17.7M37Dec 2025Warm
Coastedge Venture Capital, LLCVenture Capital$32.2M$7.0M27Nov 2017Cold
Coastedge Opportunity Fund IX, LLCPrivate Equity$7.8M$7.0M27Nov 2017Cold
Coastedge Gs Vintage Real Estate LLCPrivate Equity$8.3M$8.1M17Jul 2016Cold
Coastedge Arclight VI, LLCPrivate Equity$1.8M$4.3M13Jun 2016Cold
Coastedge Oaktree, LLCPrivate Equity$9.3M$10.3M20May 2016Cold
Coastedge Opportunity Fund XII, LLCPrivate Equity$17.9M———

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
149685
SEC file number
801-70877

Sources