Coastal Investment Company, LLC
Coastal Investment Company, LLC is an SEC-registered asset manager in Winter Park, FL with $262.9M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Coastal Investment Company, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322164, SEC 801-130812, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $262.9M (2026-04-30)
- Firm type
- Asset Manager
- Location
- Winter Park, FL
- Employees
- 9
- Clients
- 41
- CRD
- 322164
- Ownership
- AHRENS, KEITH; BLOECHINGER, TYLER; MEERBAUM, GREGORY; BARR, TRAVIS JON
How much AUM does Coastal Investment Company, LLC have?
Coastal Investment Company, LLC reported $262.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Coastal Investment Company, LLC?
Disclosed owners and executives of Coastal Investment Company, LLC include AHRENS, KEITH, BLOECHINGER, TYLER, MEERBAUM, GREGORY, BARR, TRAVIS JON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.