{"url":"https://nivawealth.com/firms/coastedge-partners-149685","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/149685","regulatoryAum":2142300000,"crd":"149685","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6077208","suffix":null,"lastName":"BUSH","firstName":"PARKER","middleName":"A"},{"crd":"6809471","suffix":null,"lastName":"Cammarano","firstName":"Alexa","middleName":"Paige"},{"crd":"2159776","suffix":null,"lastName":"EFFRESS","firstName":"RICHARD","middleName":"JOSEPH"},{"crd":"8154179","suffix":null,"lastName":"Graham","firstName":"Elliana","middleName":null},{"crd":"6666082","suffix":null,"lastName":"Heine","firstName":"Garrett","middleName":"Louis"},{"crd":"6466944","suffix":null,"lastName":"HILL","firstName":"IAN","middleName":null},{"crd":"7178658","suffix":null,"lastName":"Kelly","firstName":"Elizabeth","middleName":null},{"crd":"6963029","suffix":null,"lastName":"OSTROWSKI","firstName":"STEVEN","middleName":null},{"crd":"4668252","suffix":null,"lastName":"SIMPSON","firstName":"STEVEN","middleName":"SCOTT"},{"crd":"8315674","suffix":null,"lastName":"Wohl","firstName":"Jordan","middleName":null}],"total":10,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-30","regulatoryAum":1901934000,"clients":130,"employees":9,"offices":1},{"filedOn":"2022-03-31","regulatoryAum":2134224000,"clients":152,"employees":12,"offices":1},{"filedOn":"2023-07-24","regulatoryAum":2167136000,"clients":178,"employees":14,"offices":1},{"filedOn":"2024-03-21","regulatoryAum":1650333000,"clients":183,"employees":16,"offices":1},{"filedOn":"2025-05-01","regulatoryAum":1751672000,"clients":186,"employees":17,"offices":1},{"filedOn":"2026-09-18","regulatoryAum":2142300000,"clients":183,"employees":16,"offices":1}],"secFileNumber":"801-70877","legalName":"Coastedge Partners, LLC","displayName":"CoastEdge Partners","slug":"coastedge-partners-149685","website":"https://coastedge.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/149685/5056d5dfd3f354f9-r1.webp","tone":"light","width":1459,"height":200,"sourceUrl":"https://www.coastedge.com/","sourceLabel":"Coastedge Partners, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/coastedge-partners-llc","founded":null,"organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4655 Executive Drive, Suite 325","city":"San Diego","state":"CA","stateName":"California","country":"United States","postalCode":"92121"},"tradeNames":[],"registration":{"secApproved":"9 December 2009","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":12478358.778625954,"staff":{"employees":16,"advisory":5,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":2142300000,"discretionary":1259378000,"discretionaryAccounts":1008,"nonDiscretionary":882922000,"nonDiscretionaryAccounts":258,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":131,"regulatoryAum":1634665000},{"label":"Pooled investment vehicles","clients":15,"regulatoryAum":301690000},{"label":"Pension and profit-sharing plans","clients":9,"regulatoryAum":25108000},{"label":"Charitable organizations","clients":6,"regulatoryAum":22050000},{"label":"Corporations and other businesses","clients":22,"regulatoryAum":158787000}],"feePrograms":[{"role":"main","program":"Advisory Client Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030069","versionId":1030069,"ratePeriod":"annual","fee_billing":null,"submittedOn":"2026-03-27","documentName":"FORM ADV PART 2 DISCLOSURE BROCHURE","fee_rate_low":0.2,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Reporting Services","summary":"Reporting on investments CoastEdge does not manage is priced at fees negotiated with the client, depending on the nature of the investments held.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030069","versionId":1030069,"submittedOn":"2026-03-27","documentName":"FORM ADV PART 2 DISCLOSURE BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T04:48:01.740294+00:00","documents":[{"name":"FORM ADV PART 2 DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030069","versionId":1030069,"submittedOn":"2026-03-27"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Phoenix, AZ","smaAssets":1669493000}],"custodyNote":"CoastEdge Partners has custody of $447M in client assets for 102 clients.","leadership":[{"name":"Alexander Ponchak","title":"Chief Financial Officer & Principal","crd":"7891546"},{"name":"Nancy Vo Hamada","title":"Chief Compliance Officer and Chief Operating Officer","crd":"5237655"},{"name":"Parker Bush","title":"Deputy Chief Investment Officer","crd":"6077208"},{"name":"Richard Effress","title":"Managing Partner","crd":"2159776"},{"name":"Steven Simpson","title":"Managing Partner","crd":"4668252"}],"ownership":[{"label":"Richard Effress","detail":"Managing partner in the 50% to 75% ownership band and a control person, since December 2014. Also trustee of Jessica S. Effress 2012 Trust and a control person, since November 2020."},{"label":"Steven Simpson","detail":"Managing partner in the 50% to 75% ownership band and a control person, since January 2017. Also trustee of Simpson Family Trust 12/15/09 and a control person, since January 2017."},{"label":"Simpson Family Trust 12/15/09","detail":"Member in the 50% to 75% ownership band and a control person, since January 2017."},{"label":"Parker Bush","detail":"Deputy chief investment officer in the 5% to 10% ownership band and a control person, since January 2018."},{"label":"Jessica S. Effress 2012 Trust","detail":"Member in the 25% to 50% ownership band and a control person, since November 2020."},{"label":"Lauren Simpson","detail":"Indirect owner: trustee of Simpson Family Trust 12/15/09 and a control person, since January 2017.","parent":"Simpson Family Trust 12/15/09"},{"label":"Jessica Effress","detail":"Indirect owner: grantor of Jessica S. Effress 2012 Trust and a control person, since November 2020. Also manager of Sand Dollar Partners, LLC and a control person, since January 2017.","parent":"Jessica S. Effress 2012 Trust"}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"4655 Executive Drive, Suite 325","city":"San Diego","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"858-997-2777","stateRegisteredReps":6,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":24},{"label":"Non-exchange-traded equity securities","percent":2},{"label":"U.S. government/agency bonds","percent":37},{"label":"U.S. state and local bonds","percent":26},{"label":"Securities issued by registered investment companies or business development companies","percent":2},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":9},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":16},"sources":{"adv1FilingDate":"18 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/149685/PDF/149685.pdf","brochureDate":"27 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030069","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does CoastEdge Partners have?","answer":"CoastEdge Partners has 183 clients and manages $2.14 billion for them, as of September 2026. They include 131 high-net-worth individuals, 22 corporations and other businesses, and 15 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 18 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does CoastEdge Partners offer?","answer":"CoastEdge Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does CoastEdge Partners charge?","answer":"CoastEdge Partners charges 0.20%–1.00% a year for its Advisory Client Fees. The fee is negotiable.","source":"FORM ADV PART 2 DISCLOSURE BROCHURE, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does CoastEdge Partners use?","answer":"CoastEdge Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Phoenix, AZ), with $1.67B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does CoastEdge Partners have?","answer":"CoastEdge Partners has 6 investment adviser representatives registered with state securities authorities, out of 16 employees, and 5 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does CoastEdge Partners invest in?","answer":"At the end of its last fiscal year, CoastEdge Partners’ separately managed accounts held 37% U.S. government and agency bonds, 26% state and local bonds, 24% exchange-traded equities, 9% pooled vehicles (private funds and similar), 2% non-exchange-traded equities, 2% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents. It advises 16 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns CoastEdge Partners?","answer":"CoastEdge Partners’ direct owners are Richard Effress (50% to 75%), Steven Simpson (50% to 75%), Simpson Family Trust 12/15/09 (50% to 75%), Parker Bush (5% to 10%) and Jessica S. Effress 2012 Trust (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 18 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does CoastEdge Partners get paid?","answer":"CoastEdge Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is CoastEdge Partners registered with the SEC?","answer":"Yes, CoastEdge Partners has been registered with the SEC as an investment adviser since 9 December 2009. Its CRD number is 149685 and its SEC file number is 801-70877.","source":"Form ADV Part 1A, Item 1, filed 18 September 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact CoastEdge Partners?","answer":"CoastEdge Partners’ main office is at 4655 Executive Drive, Suite 325, San Diego, CA 92121. Its phone number is 858-997-2777. Its website is coastedge.com.","source":"Form ADV Part 1A, Item 1.F, filed 18 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}