Coastal Investment provides portfolio management for pooled vehicles. The firm advises 41 private funds.
Coastal Investment reports 41 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($263M across 41 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 41 | $263M | 100.0% | $6.41M |
| Total | 41 | $263M | 100% | $6.41M |
- Clients
- 41
- Regulatory AUM
- $263M
- AUM share
- 100.0%
- Avg. per client
- $6.41M
Total
- Clients
- 41
- Regulatory AUM
- $263M
- AUM share
- 100%
- Avg. per client
- $6.41M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 41
Coastal Investment is paid through a percentage of assets under management, performance-based fees and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Gregory Meerbaum owns 50% to 75% of Coastal Investment. It has 9 employees.
Leadership
- Keith AhrensCOO
- Travis Jon BarrCIO
- Tyler BloechingerCFO, CCO
- Gregory MeerbaumCEO
Staff
- 9 employees
- 9 in advisory functions
- 14 soliciting firms
- Owns 50% to 75% of Coastal Investment Company, LLC
Gregory Meerbaum
Control person · since February 2014
- Owns 10% to 25% of Coastal Investment Company, LLC
Keith Ahrens
Control person · since January 2017
- Owns 10% to 25% of Coastal Investment Company, LLC
Tyler Bloechinger
Control person · since February 2014
- Owns 5% to 10% of Coastal Investment Company, LLC
Travis Jon Barr
Control person · since July 2022
Coastal Investment’s regulatory assets grew 1.6× from $161M (June 2024) to $263M (April 2026); clients rose from 23 to 41 and employees from 7 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $263M | 41 | 9 | 2 |
| June 2025 | $213M | 33 | 8 | 1 |
| June 2024 | $161M | 23 | 7 | 1 |
Besides its headquarters, Coastal Investment has 1 office, with 2 listed addresses in Florida.
Florida · 2 listed addresses
- 227 South Orlando Avenue, Suite A-1, Winter ParkHQ
- 75 SW 1st Ave, Delray Beach
Contact and registration details
- Legal name
- Coastal Investment Company, LLC
- Headquarters
- 227 South Orlando Avenue, Suite A-1, Winter Park, FL 32789
- Website
- investwithcoastal.com
- Phone
- 888-411-2280
- @investwithcoastal
- SEC file
- 801-130812
- Structure
- Florida LLC
- Fiscal year end
- December
Coastal Investment has custody of $166M in client assets for 29 clients.
How many clients does Coastal Investment have?
Coastal Investment has 41 clients and manages $263 million for them, as of April 2026. They include 41 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026
What services does Coastal Investment offer?
Coastal Investment provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Coastal Investment have?
Coastal Investment has 0 investment adviser representatives registered with state securities authorities, out of 9 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Coastal Investment?
Coastal Investment’s direct owners are Gregory Meerbaum (50% to 75%), Keith Ahrens (10% to 25%), Tyler Bloechinger (10% to 25%) and Travis Jon Barr (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 April 2026
How does Coastal Investment get paid?
Coastal Investment is paid through a percentage of assets under management, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Coastal Investment?
Coastal Investment’s main office is at 227 South Orlando Avenue, Suite A-1, Winter Park, FL 32789. Its phone number is 888-411-2280. Its website is investwithcoastal.com.