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.
Private fund
Coastedge Private Equity, LLC
Gross asset value
$29.4M
as of Mar 27, 2026; not a fund size
Peak GAV
$29.4M
highest filing
Owners
61
beneficial owners reported
Minimum investment
$200,000
as reported
Adviser and related own
4%
of the fund
Owned by funds
2%
fund-of-funds interests
Non-US owners
1%
Reported
6 filings
Mar 31, 2022 to Mar 27, 2026
Reporting history
one row per Form ADV filing
Gross asset value$25.7M as of Oct 21, 2024
Mar 31, 2022$10.7M then
Owners61 as of Oct 21, 2024
Mar 31, 202229 then
Structure
- Exclusion
- 3(c)(7), qualified purchasersreported
- Master or feeder
- standalonereported
- Fund of funds
- yesreported
- Organized in
- Delaware, United Statesreported
- Clients solicited
- yes, 26% of the adviser's clients investedreported
- Form D file number
- 021-404308reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
- First Republic BankSan Francisco, California · LEI YWC0TIKBQM2JV8L4IV08
- Torrey Pines BankSan Diego, California · LEI SI7YQSVPFZBSQ878IC
Across DFX
shared identifiers only
- Coastedge Private Equity, LLC · peshared adv fund id
Provenance
- Source
- Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
- Status
- on the adviser's latest filing in the extractderived
- Share
- 4.0%reportedadviser and related persons