DFX Intelligence
RIA Intelligence
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SEC-registered adviser
C••••••••• C•••••• L•
Latest filing Apr 30, 2026
First filing on the tape Apr 29, 2025 · 4 filings
SEC status approved since Apr 14, 2025
RAUM
$785M
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
5
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$785M as of Apr 30, 2026
Apr 29, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 30, 2026
Apr 29, 20250 then
Employees (5.A)5 as of Apr 30, 2026
Apr 29, 20252 then
Private funds1 as of Apr 30, 2026
Apr 29, 20251 then
RAUM n/a over the last fiscal yearIARs 0 to 0
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
- $785MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween 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-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 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
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$785M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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=true 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- S•••••• M•••• R••••• · Cco;controlsince 04/2025 · owns less than 5%
Entity owners
- C••••••••• C•••••• L•• · General Partner Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Employees · 4 to 5Aug 11, 2025 to Mar 27, 2026
- Discretionary RAUM · $409M to $785MAug 11, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $409M to $785MAug 11, 2025 to Mar 27, 2026
- RAUM · $409M to $785MAug 11, 2025 to Mar 27, 2026
- Related bank · false to trueAug 11, 2025 to Mar 27, 2026
- Accounts · 0 to 1Apr 29, 2025 to Aug 11, 2025
- Advisory employees · 1 to 3Apr 29, 2025 to Aug 11, 2025
- Pooled vehicle clients · unset to 1.0Apr 29, 2025 to Aug 11, 2025
- Assets in custody · unset to 0.0Apr 29, 2025 to Aug 11, 2025
- Custody of client assets · false to trueApr 29, 2025 to Aug 11, 2025
- Employees · 2 to 4Apr 29, 2025 to Aug 11, 2025
- Discretionary RAUM · $0 to $409MApr 29, 2025 to Aug 11, 2025
- Pooled vehicle RAUM · unset to 408700000.0Apr 29, 2025 to Aug 11, 2025
- RAUM · $0 to $409MApr 29, 2025 to Aug 11, 2025
Signals
1 dated events
- C••••••••• C•••••• L• reported RAUM $785.0M, up 92% from $408.7M (2025-08-11 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/coastlands-capital-lp/aboutreportedpublic record, Form ADV, Sep 21, 2026
- Website
- c•••••••••.capitalreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 415-249-1282reportedpublic 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