DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C•••••• I••••••••• C••••••• L••
Latest filing Apr 30, 2026
First filing on the tape Jun 28, 2024 · 7 filings
SEC status approved since Jul 26, 2024
RAUM
$263M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
9
9 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
41
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$263M as of Apr 30, 2026
Apr 30, 2025$213M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 30, 2026
Apr 30, 20250 then
Employees (5.A)9 as of Apr 30, 2026
Apr 30, 20258 then
Private funds41 as of Apr 30, 2026
Apr 30, 202533 then
RAUM +24% over the last fiscal yearIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Apr 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $6.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +24%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $166M, 29 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$263M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 41reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $166M for 29 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
24 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•••••• Q• G••••• F•••• L•• | Venture Capital Fund | $20.1M | 35 | Apr 3, 2024 |
| C•••••• R••• E••••• F••• V•••• L•• | Real Estate Fund | $13.4M | 45 | Sep 13, 2022 |
| C•••••• R••• E••••• F••• I•• L•• | Real Estate Fund | $11.3M | 69 | Apr 4, 2023 |
| C•••••• R••• E••••• F••• V•• L•• | Real Estate Fund | $11.0M | 81 | Sep 13, 2022 |
| C•••••• G••••• F••• I•• L•• | Venture Capital Fund | $10.9M | 76 | Apr 3, 2024 |
| C•••••• R••• E••••• F••• I••• L•• | Real Estate Fund | $10.0M | 67 | Jun 23, 2022 |
| C•••••• G••••• F••• I•• L•• | Venture Capital Fund | $9.8M | 24 | Apr 3, 2024 |
| C•••••• G••••• F••• I• L•• | Venture Capital Fund | $8.4M | 48 | Apr 3, 2024 |
| C•••••• R••• E••••• F••• I•• L•• | Real Estate Fund | $8.0M | 19 | Jun 23, 2022 |
| C•••••• R••• E••••• F••• X•• L•• | Real Estate Fund | $7.1M | 50 | Apr 3, 2024 |
| C•••••• R••• E••••• F••• V• L•• | Real Estate Fund | $7.0M | 49 | Jun 23, 2022 |
| C•••••• R••• E••••• F••• X•••• L•• | Real Estate Fund | $6.3M | 49 | Apr 3, 2024 |
| C•••••• R••• E••••• F••• X•• L•• | Real Estate Fund | $6.0M | 35 | Apr 4, 2023 |
| C•••••• I••••• F••• I• L•• | Venture Capital Fund | $6.0M | 7 | Apr 4, 2023 |
| C•••••• R••• E••••• F••• X• L•• | Real Estate Fund | $5.0M | 24 | Apr 4, 2023 |
| C•••••• R••• E••••• F••• X••• L•• | Real Estate Fund | $4.6M | 32 | Apr 3, 2024 |
| C•••••• R••• E••••• F••• X••• L•• | Real Estate Fund | $3.2M | 22 | Apr 3, 2024 |
| C•••••• G••••• F••• I••• L•• | Venture Capital Fund | $3.1M | 28 | Apr 3, 2024 |
| C•••••• I••••• A•• C•••••• A••••••••• F•••• L•• | Venture Capital Fund | $2.5M | 19 | Jun 28, 2024 |
| C•••••• R••• E••••• F••• I•• L•• | Real Estate Fund | $2.5M | 17 | Jun 23, 2022 |
| C•••••• I••••• F••• I•• L•• | Venture Capital Fund | $2.4M | 5 | Apr 3, 2024 |
| C•••••• R••• E••••• F••• V••• L••no longer reported | Real Estate Fund | $2.0M | 18 | Sep 13, 2022 |
| C•••••• S•••• I••••••••• F•••• L•• | Real Estate Fund | $1.5M | 9 | Apr 3, 2024 |
| C•••••• R••• E••••• F••• I• L•• | Real Estate Fund | $1.1M | 8 | Jun 23, 2022 |
Owners and control persons
Schedule A and B, latest filing
- A•••••• K•••• · Coocontrolsince 01/2017 · owns 10% to 25%
- B•••• T••••• J•• · Ciocontrolsince 07/2022 · owns 5% to 10%
- B••••••••• T•••• · Cfo, Ccocontrolsince 02/2014 · owns 10% to 25%
- M•••••••• G•••••• · Ceocontrolsince 02/2014 · owns 50% to 75%
Related persons
Schedule D 7.A
- R••••• E•••••••• I•••broker-dealern
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- many private funds relative to firm sizeStatic outlier · filing Apr 30, 2026private funds per $1B of RAUM of 155.9 against a peer median of 20.7 (712 comparable advisers, 99.0th percentile, 10.3 robust deviations)peers: asset managers, $100M to $500M (712) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 33 to 41Sep 19, 2025 to Mar 31, 2026
- Advisory employees · 8 to 9Sep 19, 2025 to Mar 31, 2026
- Pooled vehicle clients · 33 to 41Sep 19, 2025 to Mar 31, 2026
- Assets in custody · $213M to $166MSep 19, 2025 to Mar 31, 2026
- Employees · 8 to 9Sep 19, 2025 to Mar 31, 2026
- Other offices · 0 to 1Sep 19, 2025 to Mar 31, 2026
- Private funds · 33 to 41Sep 19, 2025 to Mar 31, 2026
- Discretionary RAUM · $213M to $263MSep 19, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $213M to $263MSep 19, 2025 to Mar 31, 2026
- RAUM · $213M to $263MSep 19, 2025 to Mar 31, 2026
- Financial planning clients · unset to Apr 30, 2025 to Jun 30, 2025
- Accounts · 23 to 33Sep 23, 2024 to Apr 30, 2025
- Advisory employees · 7 to 8Sep 23, 2024 to Apr 30, 2025
- Pooled vehicle clients · 23 to 33Sep 23, 2024 to Apr 30, 2025
- Assets in custody · $161M to $213MSep 23, 2024 to Apr 30, 2025
- Employees · 7 to 8Sep 23, 2024 to Apr 30, 2025
- Private funds · 23 to 33Sep 23, 2024 to Apr 30, 2025
- Discretionary RAUM · $161M to $213MSep 23, 2024 to Apr 30, 2025
- Pooled vehicle RAUM · $161M to $213MSep 23, 2024 to Apr 30, 2025
- RAUM · $161M to $213MSep 23, 2024 to Apr 30, 2025
- Related broker-dealer · true to falseSep 23, 2024 to Apr 30, 2025
- Private funds · 46 to 23Jun 28, 2024 to Sep 23, 2024
Signals
1 dated events
- C•••••• I••••••••• C••••••• L•• filed its initial SEC registration (Form ADV)Jun 28, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C•••••• I••••••••• C••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/investwithcoastalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- coastalinvestmentco.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 888-411-2280reportedpublic record, Form ADV, Apr 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
C•••••• I••••••••• C••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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