Patrick Fischer has been Partial Owner of Coastwise Capital Group since April 2022, is not listed as a control person, but directly owns between 10% and 25% of the firm. Patrick Fischer holds a BA in mathematics from UC San Diego, a BS in computer science engineering from UC San Diego and an MBA with a concentration in finance from UC Berkeley.
Coastwise Capital Group, LLC is a La Jolla, CA firm with $212M under management, 167 clients and 3 advisers in one office, as of its March 2026 filing.
Patrick Fischer is Financial Advisor - Portfolio Manager of Coastwise Capital Group, based in La Jolla, California, and a member of the Coastwise Investment Committee. He began his career in 2002 at G2 Capital Management, the predecessor to Coastwise Capital Group, as an Equity Research Associate. From 2004 to 2008 he co-managed a systematic global macro hedge fund at Mellon Capital Management in San Francisco, and after business school he spent the following decade in Singapore and London in commodities trading and business development roles at Nomura, Citi and Trafigura.
- Coastwise Capital Group, LLCCurrent– present · 6 yearsLa Jolla, CA · Adviser representative · Firm CRD 139564
Professional designations
Listed by Coastwise Capital Group
- CFP®
Investment adviser representative registrations
Patrick Fischer is registered as an investment adviser representative in California, as a resident of California, since August 2020.
- CaliforniaResidentSince 26 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 October 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Patrick Burns Fischer
- CRD
- 7289140
- Firm
- Coastwise Capital Group · CRD 139564
- Role
- Partial Owner
- Office
- 7777 FAY AVENUE, SUITE G5, La Jolla, CA 92037
- Registration
- Investment adviser registration
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- coastwisegroup.com
Where does Patrick Fischer work?
Patrick Fischer has been Partial Owner of Coastwise Capital Group, LLC since April 2022.
Is Patrick Fischer a financial advisor?
Yes. Patrick Fischer has a current investment-adviser registration in California, through Coastwise Capital Group since August 2020.
How many years of experience does Patrick Fischer have?
Patrick Fischer has 6 years in the financial industry, since August 2020, across 1 adviser firm.
What exams has Patrick Fischer passed?
Patrick Fischer passed the Series 65 in October 2020.
Where is Patrick Fischer based?
Patrick Fischer’s registered office is in La Jolla, CA.
Is Patrick Fischer registered with FINRA?
No. Patrick Fischer has no current broker registration.
Is Patrick Fischer a CFP?
Coastwise Capital Group lists Patrick Fischer with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Patrick Fischer’s record?
Search CRD 7289140 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Fischer’s full registration record.
