DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Firms / Coastal Investment Company, LLC
Coastal Investment Company, LLC
Private equity with venture activity · probableWinter Park, FLcoastalinvestmentco.comSEC registered investment adviser
Coastal Investment Company is hyper focused on the private equity real estate sector and will invest and manage capital in a number of related asset classes. We offer single asset and multi asset Investment Opportunities to meet our client’s needs.
registered adviser; venture funds are 33% of 41 private funds
Importance
30
moderate
Active deployment
25
moderate
Emerging
0
low
Completeness
69
high
Freshness
100
high
Research priority
11
low
Identity and regulatory footprint
- Headquarters
- Winter Park, FLadviserinfo.sec.gov
- Office address
- 227 SOUTH ORLANDO AVENUE, SUITE A-1, Winter Park, FL, 32789adviserinfo.sec.gov
- Business phone
- 888-411-2280adviserinfo.sec.gov
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Apr 30, 2026
- Private funds reported
- 41 (12 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $263Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $263Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 9
- business phone
- 888-411-2280adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- ai, media
- Stages
- growth
- Geography
- colorado, latam
- Check size
- not stated; DFX does not estimate checks from round sizes
- Self-described
- venture capital
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
9 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Coastal Income and Capital Apreciation Fund, LLC | Fund | 2024 adv first reported | Early deployment | $2.5M Sep 23, 2024 | 19 | unknown | unknown |
| Coastal Qp Growth Fund, LLC | Growth fund | 2023 form d first sale | Active deployment | $20.1M Sep 23, 2024 | 35 | $20.6M of $100M | Apr 4, 2024 |
| Coastal Growth Fund II, LLC | Growth fund | 2023 form d first sale | Active deployment | $10.9M Sep 23, 2024 | 76 | $11.0M of $100M | Apr 11, 2024 |
| Coastal Growth Fund IV, LLC | Growth fund | 2023 form d first sale | Active deployment | $9.8M Sep 23, 2024 | 24 | $10.7M of $30.0M | Aug 2, 2024 |
| Coastal Growth Fund I, LLC | Fund | 2023 form d first sale | Active deployment | $8.4M Sep 23, 2024 | 48 | $2.1M of $2.1M | Mar 8, 2023 |
| Coastal Income Fund I, LLC | Fund | 2023 adv first reported | Active deployment | $6.0M Sep 23, 2024 | 7 | unknown | unknown |
| Coastal Growth Fund III, LLC | Feeder or parallel | 2023 form d first sale | Active deployment | $3.1M Sep 23, 2024 | 28 | $2.2M of $10.0M | Nov 30, 2023 |
| Coastal Income Fund II, LLC | Fund | 2023 form d first sale | Active deployment | $2.4M Sep 23, 2024 | 5 | $2.0M of $25.0M | Jan 9, 2024 |
| Coastal Investment Company, LLC | Fund | 2022 form d first sale | Active deployment | unknown | unknown | $6.1M of $30.0M | Apr 26, 2023 |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
37 current, 0 departed
Jason Hendren
Board or advisoryExit Planning Advisor
Timothy Snodgrass
Board or advisoryAdvisor
Chad Bowling
Founder or executivePresident and CEO of Barwick Banking Company, FDIC
Greg Fox
Founder or executiveCEO Mill Green Capital Partners
Greg Meerbaum
Founder or executiveChief Executive Officer
Gregory Meerbaum
Founder or executiveCeo · since Feb 1, 2014
Michael Mann
Founder or executiveFounder Anchor Capital
Richard De Silva
Founder or executiveCEO Lateral Investment Management
Tucker Byrd
General partnerCo-Founder & Partner, Byrd Campbell, P.A.
Alex Golden
Investor relationsVP of Investor Relations
Sean Casper
Managing partnerManaging Partner
Blake Moak
PartnerPartner
David N. Solander
PartnerDLA Piper - Partner
Davion Hampton
PartnerLead Project Manager, Benco Commercial
Ken Carpenter
PartnerChief Investment Officer, Madison Capital Group
Kent Ward
PartnerPartner
Kyle McMinn
PartnerPartner
Michael J. Bruno
PartnerMcDermott Will & Emery - Partner
Michael Ranson
PartnerPrivate Equity Investment Partner
Ryan Hanks
PartnerDevelopment Partner
Tony Romano
PartnerPartner
Travis Jon Barr
PartnerCio · since Jul 1, 2022
Anthony Warren
Platform and operationsChief Development Officer
Carey Sobel
Platform and operationsChief Acquisitions Officer
Jordan Claire
Platform and operationsVP of Operations
K. Michael Swann
Platform and operationsPartner - Compliance Law Firm
Keith Ahrens
Platform and operationsCoo · since Jan 1, 2017
Keith Ahrens
Platform and operationsChief Operating Officer
Matthew Webster
Platform and operationsChief Credit Officer of Oak Real Estate Partners (OREP)
Morgan Stewart
Platform and operationsChief Technology Officer
Travis Barr
Platform and operationsChief Construction Officer
Tyler Bloechinger
Platform and operationsCfo, Cco · since Feb 1, 2014
Tyler Bloechinger
Platform and operationsChief Finance Officer
Alyssa Meerbaum
PrincipalDirector of Technology
Danny De Franceschi
PrincipalDirector of AI
Jared Gilbert
PrincipalConstruction Director, Benco Commercial
Josh Pies
PrincipalMedia Director
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
11 dated events
- Jun 28, 2024Coastal Income and Capital Apreciation Fund, LLC first reported on Form ADV by Coastal Investment Company, LLC (Venture Capital Fund), GAV $2,550,000Fund first reported on Form ADVFundsFactCoastal Income and Capital Apreciation Fund, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Apr 3, 2024Coastal Growth Fund II, LLC first reported on Form ADV by Coastal Investment Company, LLC (Securitized Asset Fund), GAV $11,000,000Fund first reported on Form ADVFundsFactCoastal Growth Fund II, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Apr 3, 2024Coastal Growth Fund III, LLC first reported on Form ADV by Coastal Investment Company, LLC (Securitized Asset Fund), GAV $3,125,000Fund first reported on Form ADVFundsFactCoastal Growth Fund III, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Apr 3, 2024Coastal Growth Fund IV, LLC first reported on Form ADV by Coastal Investment Company, LLC (Securitized Asset Fund), GAV $9,750,000Fund first reported on Form ADVFundsFactCoastal Growth Fund IV, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Apr 3, 2024Coastal Qp Growth Fund, LLC first reported on Form ADV by Coastal Investment Company, LLC (Securitized Asset Fund), GAV $20,555,000Fund first reported on Form ADVFundsFactCoastal Qp Growth Fund, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Apr 3, 2024Coastal Income Fund II, LLC first reported on Form ADV by Coastal Investment Company, LLC (Securitized Asset Fund), GAV $3,395,000Fund first reported on Form ADVFundsFactCoastal Income Fund II, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Apr 3, 2024Coastal Growth Fund I, LLC first reported on Form ADV by Coastal Investment Company, LLC (Securitized Asset Fund), GAV $8,610,000Fund first reported on Form ADVFundsFactCoastal Growth Fund I, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Apr 26, 2023Coastal Income Fund I, LLC filed Form D/A: $6,075,000 sold of $30,000,000, Private Equity Fund
- Apr 4, 2023Coastal Income Fund I, LLC first reported on Form ADV by Coastal Investment Company, LLC (Securitized Asset Fund), GAV $5,725,000Fund first reported on Form ADVFundsFactCoastal Income Fund I, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jul 1, 2022Travis Jon Barr joined Schedule A of Coastal Investment Company, LLC as Cio
- Jun 23, 2022Coastal Investment Company, LLC first filed Form ADV (ERA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 33% of 41 private funds
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 33% of 23 private funds
Evidence
70 observations from 4 sources
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| Why admitted | vc_funds_reported | Apr 30, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| SEC adviser type | registered_investment_adviser | Apr 30, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| SEC adviser type | registered_investment_adviser | Sep 23, 2024 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| First Form ADV filing | 2022-06-23 | Sep 23, 2024 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| Latest Form ADV filing | 2026-04-30 | Apr 30, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| Latest Form ADV filing | 2024-09-23 | Sep 23, 2024 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| SEC status | Approved | Apr 30, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| SEC status effective | 2024-07-26 | Apr 30, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| Venture share of reported funds | 0 | Sep 23, 2024 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| Business phone | 888-411-2280 | Apr 30, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| Business phone | 888-411-2280 | Sep 23, 2024 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| Contact page url | https://www.investwithcoastal.com/contact “contact page linked from the home page” | Sep 16, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Description | Coastal Investment Company
is hyper focused on the private equity real estate sector and will invest and manage capital in a number of related asset classes. We offer single asset and multi asset Investment Opportunities to meet our client’s needs. “meta description” | Sep 16, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Description | Coastal Investment Company
is hyper focused on the private equity real estate sector and will invest and manage capital in a number of related asset classes. We offer single asset and multi asset Investment Opportunities to meet our client’s needs. “meta description” | Sep 14, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Employees | 9 | Apr 30, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| Employees | 7 | Sep 23, 2024 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| Entity type | Limited Liability Company | Apr 26, 2023 | Fact | SEC EDGAR Form D data sets (quarterly) |
| Form D fund type | Private Equity Fund | Apr 26, 2023 | Fact | SEC EDGAR Form D data sets (quarterly) |
| Form D industry group | Pooled Investment Fund | Apr 26, 2023 | Fact | SEC EDGAR Form D data sets (quarterly) |
| Amendment | true | Apr 26, 2023 | Fact | SEC EDGAR Form D data sets (quarterly) |
| Revenue range (Form D) | No Revenues | Apr 26, 2023 | Fact | SEC EDGAR Form D data sets (quarterly) |
| Headquarters | Winter Park, FL | Apr 30, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| Headquarters | Winter Park, FL | Sep 23, 2024 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| Incorporated | withinFiveYears | Apr 26, 2023 | Fact | SEC EDGAR Form D data sets (quarterly) |
| Jurisdiction | FLORIDA | Apr 26, 2023 | Fact | SEC EDGAR Form D data sets (quarterly) |
| Amount sold (Form D) | 6,075,000 | Apr 26, 2023 | Fact | SEC EDGAR Form D data sets (quarterly) |
| Offering amount (Form D) | 30,000,000 | Apr 26, 2023 | Fact | SEC EDGAR Form D data sets (quarterly) |
| Exemptions | 06b, 3C, 3C.1, 3C.5 | Apr 26, 2023 | Fact | SEC EDGAR Form D data sets (quarterly) |
| First sale | 2022-11-08 | Apr 26, 2023 | Fact | SEC EDGAR Form D data sets (quarterly) |
| Investors (Form D) | 7 | Apr 26, 2023 | Fact | SEC EDGAR Form D data sets (quarterly) |
| Minimum investment (Form D) | 100,000 | Apr 26, 2023 | Fact | SEC EDGAR Form D data sets (quarterly) |
| Securities offered | equity,pooled | Apr 26, 2023 | Fact | SEC EDGAR Form D data sets (quarterly) |
| Office address | 227 SOUTH ORLANDO AVENUE, SUITE A-1, Winter Park, FL, 32789 | Apr 30, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| Office address | 227 SOUTH ORLANDO AVENUE, SUITE A-1, Winter Park, FL, 32789 | Sep 23, 2024 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| Office address | 227 SOUTH ORLANDO AVENUE, SUITE A-1, WINTER PARK, FL, 32789 | Apr 26, 2023 | Fact | SEC EDGAR Form D data sets (quarterly) |
| Self-described type | venture_capital “PRIVATE EQUITY REAL ESTATE - VENTURE CAPITAL - GROWTH EQUITY - TAX CONSULTING - MERGERS & ACQUISITIONS” | Sep 16, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Self-described type | venture_capital “PRIVATE EQUITY REAL ESTATE - VENTURE CAPITAL - GROWTH EQUITY - TAX CONSULTING - MERGERS & ACQUISITIONS” | Sep 14, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Legal form | Limited Liability Company | Apr 30, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| Private funds reported | 41 | Apr 30, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| Private funds reported | 23 | Sep 23, 2024 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| Private fund gross assets (reported) | $263M | Apr 30, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| Private fund gross assets (reported) | $161M | Sep 23, 2024 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| Regulatory AUM (adviser, not fund size) | $263M | Apr 30, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| Regulatory AUM (adviser, not fund size) | $161M | Sep 23, 2024 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| Stated geography | colorado,latam “geography words on the home page” | Sep 16, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Stated geography | colorado,latam “geography words on the home page” | Sep 14, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Stated sectors | ai,media “sector words on the home page” | Sep 16, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Stated sectors | ai,media “sector words on the home page” | Sep 14, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Stated stages | growth “stage words on the home page” | Sep 16, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Stated stages | growth “stage words on the home page” | Sep 14, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Team page | https://www.investwithcoastal.com/team “33 name/title pairs read” | Sep 16, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Team page | https://www.investwithcoastal.com/team “33 name/title pairs read” | Sep 14, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Venture funds reported | 12 | Apr 30, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| Venture funds reported | 8 | Sep 23, 2024 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| Website | https://coastalinvestmentco.com/ | Apr 30, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| Website | https://coastalinvestmentco.com/ | Sep 23, 2024 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| Website resolved domain | investwithcoastal.com “https://coastalinvestmentco.com/ redirected to https://www.investwithcoastal.com/” | Sep 16, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Website resolved domain | investwithcoastal.com “https://coastalinvestmentco.com/ redirected to https://investwithcoastal.com/” | Sep 14, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Site title | Coastal Investment Company | Private Equity Real Estate “title tag” | Sep 16, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Site title | Coastal Investment Company | Private Equity Real Estate “title tag” | Sep 14, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Year of incorporation | 2022 | Apr 26, 2023 | Fact | SEC EDGAR Form D data sets (quarterly) |