Gold Coast Wealth Management

Asset Manager SEC-registered adviser

Legal name: Gold Coast Wealth Management, LLC

Jericho, NY Website

AUM

$413.8M
Regulatory AUM

Private funds

1
Hedge Fund 1

Private fund assets

$54.3M
Gross asset value

Employees

3

Last Form D raise

Mar 2026
Most recent fund filing

From SEC Form ADV filing (filed Mar 24, 2026). View on SEC

People(1)

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

B
Brendan Obrien
Managing Member and Chief Compliance Officer
Source: SEC Form ADV

Funds(1)

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

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Gold Coast Multi-Asset Fund, LPHedge Fund$54.3M$54.0M86Mar 2026Warm

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
156338
SEC file number
801-72197

Sources