DFX Intelligence
Coastal Investment Company, LLC
Private equity with venture activitySEC-registered adviserClassification probable· Winter Park, Floridacoastalinvestmentco.com
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.
In the firm's own words, from its website.
As of · the latest observation of this organization; filed figures are as of its latest Form ADV
As of · the latest observation of this organization; filed figures are as of its latest Form ADV
31 additional team members, 10 additional investments, funds and LPs, 10 events, 1 verified contact (1 firm phone)
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Nothing material in the last 180 days.
People to know
View all people- Chief Investment Officer, Madison Capital GroupWhy: Chief investment officer: owns the allocation decisionNo route on file yet
- CioWhy: Chief investment officer: owns the allocation decisionNo route on file yet
- Managing PartnerWhy: Managing partner: runs the firmNo route on file yet
Relationship network
46 connected entities
From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.
Reading the network
- Fund or vehicle
- Person
›How strength and recency are read
Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
How am I connected?
Name your firm, a company or a person, and DFX finds the published routes to Coastal Investment Company, LLC: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.
See how you connect to Coastal Investment Company, LLC
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Investing
0 companies on record, 0 new in 12 months
Investments on record
What these amounts mean“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.Acquired, Public, Exited and Active are what the firm’s own portfolio card says, read on the date shown when you hover the chip; they are not deal dates. A company with no chip is one whose card states no outcome: DFX does not assume it is active.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.
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 no observed dealsfollow-on rate no observed dealsnew companies, 12 months 0
Team
35 current, 0 departed
Decision makers
who to call first, and why; then everyone else by function
- Ken Carpenter · Chief Investment Officer, Madison Capital GroupWhy this person: Chief investment officer: owns the allocation decision; Named with investment responsibility
- Travis Jon Barr · CioWhy this person: Chief investment officer: owns the allocation decision; Named with investment responsibility
- Sean Casper · Managing PartnerWhy this person: Managing partner: runs the firm; Named with investment responsibility
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
Investment team
How the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.35 current, 0 departed
- Managing Partner
- Chief Investment Officer, Madison Capital Group
Contacts
1 firm phone
1 firm phone on record, each with its source. Values open with the complete profile.
Funds and LPs
13 vehicles, 0 LPs disclosed
Funds and vehicles
What these amounts meanGAV 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.13 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 Apr 30, 2026 | 19 | unknown | unknown |
| Coastal Qp Growth Fund, LLC | Growth fund | 2023 form d first sale | Active deployment | $21.0M Apr 30, 2026 | 40 | $20.6M of $100M | Apr 4, 2024 |
| Coastal Growth Fund IV, LLC | Growth fund | 2023 form d first sale | Active deployment | $11.5M Apr 30, 2026 | 31 | $10.7M of $30.0M | Aug 2, 2024 |
Limited partners
0 LPs, 0 disclosed commitments
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.
Known LPs and allocators
What these amounts and dates areEach commitment is counted once across the pension tape and the allocator graph. A commitment date prints only when the source printed one; otherwise the row carries the report date. A foundation’s 990-PF line is a holding at fair value, never a commitment. Rows without a fund on the venture graph are commitments to this manager.0 relationships across the firm's funds, from public pensions and the allocator graph
No allocator names this firm or its funds in a public disclosure DFX holds.
Relationships across DFX
0 co-investors · on 2 other DFX graphs
Co-investors
0 counted from shared deals, 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.
Across DFX and the capital chainon 2 other DFX graphs ShowHide
Across DFX
- The same institution is held on Real Estate Funds, RIA and Wealth, matched by identifier. See which records
Across the graphs
Coastal Investment Company, LLC is the same institution as 2 records in Real Estate Funds and RIA and Wealth.
Real Estate Funds1RIA and Wealth1
DFX found 2 relationships across 2 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Evidence and history
15 dated events, 84 observations from 4 sources
Timeline
15 dated events
- Apr 30, 2026Coastal Ventures II Barwick Fund LLC first reported on Form ADV by Coastal Investment Company, LLC (Venture Capital Fund), GAV $2,677,185
- Apr 30, 2026Coastal Income Fund III LLC first reported on Form ADV by Coastal Investment Company, LLC (Venture Capital Fund), GAV $2,569,125
- Apr 30, 2026Coastal Ventures II Barwick Qp Fund LLC first reported on Form ADV by Coastal Investment Company, LLC (Venture Capital Fund), GAV $11,713,275
- Apr 30, 2026Coastal Drone Defensefund, LLC first reported on Form ADV by Coastal Investment Company, LLC (Venture Capital Fund), GAV $4,695,113
- Jun 28, 2024Coastal Income and Capital Apreciation Fund, LLC first reported on Form ADV by Coastal Investment Company, LLC (Venture Capital Fund), GAV $2,550,000
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Apr 30, 2026 · 41 private fundsShowHide
- Headquarters
- Winter Park, FLadviserinfo.sec.gov
- Office address
- unknownadviserinfo.sec.gov
- Business phone
- unknownadviserinfo.sec.gov
- Website
- coastalinvestmentco.com
- 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, adviser total
- $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
Classification history
Classification history
Every classification this record has carried3 on recordShowHide
- Sep 23, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 29% of 41 private funds
- Sep 12, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 33% of 41 private funds
- Sep 12, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 33% of 23 private funds
Evidence
94 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 | Form ADV |
| SEC adviser type | Registered investment adviser | Apr 30, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Apr 30, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Sep 23, 2024 | Fact | Form ADV |
| First Form ADV filing | 2022-06-23 | Apr 30, 2026 | Fact | Form ADV |
| First Form ADV filing | 2022-06-23 | Sep 23, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-30 | Oct 1, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-29 | Sep 30, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-25 | Sep 26, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-23 | Sep 24, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-21 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-22 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-04-30 | Apr 30, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-04-30 | Apr 30, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-09-23 | Sep 23, 2024 | Fact | Form ADV |
| SEC status | Approved | Apr 30, 2026 | Fact | Form ADV |
| SEC status effective | 2024-07-26 | Apr 30, 2026 | Fact | Form ADV |
| Venture share of reported funds | 0 | Apr 30, 2026 | Fact | Form ADV |
| Venture share of reported funds | 0 | Sep 23, 2024 | Fact | Form ADV |
| Business phone | Apr 30, 2026 | Fact | Form ADV | |
| Business phone | Sep 23, 2024 | Fact | Form ADV | |
| Contact page url | Sep 30, 2026 | Fact | Firm website | |
| Contact page url | Sep 16, 2026 | Fact | Firm website | |
| Description | Sep 30, 2026 | Fact | Firm website | |
| Description | Sep 16, 2026 | Fact | Firm website | |
| Description | Sep 14, 2026 | Fact | Firm website | |
| Employees | 9 | Apr 30, 2026 | Fact | Form ADV |
| Employees | 7 | Sep 23, 2024 | Fact | Form ADV |
| Entity type | Limited Liability Company | Apr 26, 2023 | Fact | Form D |
| Form D fund type | Private Equity Fund | Apr 26, 2023 | Fact | Form D |
| Form D industry group | Pooled Investment Fund | Apr 26, 2023 | Fact | Form D |
| Amendment | true | Apr 26, 2023 | Fact | Form D |
| Revenue range (Form D) | No Revenues | Apr 26, 2023 | Fact | Form D |
| Headquarters | Winter Park, FL | Apr 30, 2026 | Fact | Form ADV |
| Headquarters | Winter Park, FL | Sep 23, 2024 | Fact | Form ADV |
| Incorporated | withinFiveYears | Apr 26, 2023 | Fact | Form D |
| Jurisdiction | Florida | Apr 26, 2023 | Fact | Form D |
| Amount sold (Form D) | 6,075,000 | Apr 26, 2023 | Fact | Form D |
| Offering amount (Form D) | 30,000,000 | Apr 26, 2023 | Fact | Form D |
| Exemptions | 06b, 3C, 3C.1, 3C.5 | Apr 26, 2023 | Fact | Form D |
| First sale | 2022-11-08 | Apr 26, 2023 | Fact | Form D |
| Investors (Form D) | 7 | Apr 26, 2023 | Fact | Form D |
| Minimum investment (Form D) | 100,000 | Apr 26, 2023 | Fact | Form D |
| Securities offered | Equity, pooled | Apr 26, 2023 | Fact | Form D |
| Office address | Apr 30, 2026 | Fact | Form ADV | |
| Office address | Sep 23, 2024 | Fact | Form ADV | |
| Office address | Apr 26, 2023 | Fact | Form D | |
| Self-described type | Venture capital | Sep 30, 2026 | Fact | Firm website |
| Self-described type | Venture capital | Sep 16, 2026 | Fact | Firm website |
| Self-described type | Venture capital | Sep 14, 2026 | Fact | Firm website |
| Legal form | Limited Liability Company | Apr 30, 2026 | Fact | Form ADV |
| Private funds reported | 41 | Apr 30, 2026 | Fact | Form ADV |
| Private funds reported | 41 | Apr 30, 2026 | Fact | Form ADV |
| Private funds reported | 23 | Sep 23, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $263M | Apr 30, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $263M | Apr 30, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $161M | Sep 23, 2024 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $263M | Apr 30, 2026 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $161M | Sep 23, 2024 | Fact | Form ADV |
| Schedule a diff | sadiff-1 | Apr 30, 2026 | Fact | Form ADV |
| Stated geography | Colorado, latam “geography words on the home page” | Sep 30, 2026 | Fact | Firm website |
| Stated geography | Colorado, latam “geography words on the home page” | Sep 16, 2026 | Fact | Firm website |
| Stated geography | Colorado, latam “geography words on the home page” | Sep 14, 2026 | Fact | Firm website |
| Stated sectors | AI, media “sector words on the home page” | Sep 30, 2026 | Fact | Firm website |
| Stated sectors | AI, media “sector words on the home page” | Sep 16, 2026 | Fact | Firm website |
| Stated sectors | AI, media “sector words on the home page” | Sep 14, 2026 | Fact | Firm website |
| Stated stages | growth “stage words on the home page” | Sep 30, 2026 | Fact | Firm website |
| Stated stages | growth “stage words on the home page” | Sep 16, 2026 | Fact | Firm website |
| Stated stages | growth “stage words on the home page” | Sep 14, 2026 | Fact | Firm website |
| Team page | Sep 30, 2026 | Fact | Firm website | |
| Team page | Sep 16, 2026 | Fact | Firm website | |
| Team page | Sep 14, 2026 | Fact | Firm website | |
| Venture funds reported | 12 | Apr 30, 2026 | Fact | Form ADV |
| Venture funds reported | 12 | Apr 30, 2026 | Fact | Form ADV |
| Venture funds reported | 8 | Sep 23, 2024 | Fact | Form ADV |
| Website | Apr 30, 2026 | Fact | Form ADV | |
| Website | Sep 23, 2024 | Fact | Form ADV | |
| Website resolved domain | investwithcoastal.com | Sep 30, 2026 | Fact | Firm website |
| Website resolved domain | investwithcoastal.com | Sep 16, 2026 | Fact | Firm website |
| Website resolved domain | investwithcoastal.com | Sep 14, 2026 | Fact | Firm website |
| Site title | Sep 30, 2026 | Fact | Firm website | |
| Site title | Sep 16, 2026 | Fact | Firm website | |
| Site title | Sep 14, 2026 | Fact | Firm website | |
| Year of incorporation | 2022 | Apr 26, 2023 | Fact | Form D |
How this is scored
Scores, classification basis and filing advisersPrivate equity with venture activity, probableShowHide
Importance
36
elevated
Active deployment
25
moderate
Emerging
0
low
Freshness
100
high
Private equity with venture activity · probableSEC registered investment adviser
Registered adviser; venture funds are 29% of 41 private funds
The inputs behind each score
- importance
- gav: 0.29 · funds: 1 · people: 0.72 · investments: 0 · scale basis: Venture-typed funds only (Private equity with venture activity): 13 funds, $92M of $92M reported · co investors: 0
- active deployment
- investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: not scored
- emerging manager
- fund count: 13 · reported gav: $91.6M · first adv filing: 2022-06-23 · years since first filing: 4.3
Fits, record history and connections
scored matches for this investor, every identity change, every edge
Record history
16 identity changes, 2 dated events on the change ledger, latest event first
- Fund refused2026-09-14
- Fund refused2026-09-14
- Fund refused2026-09-14
+15 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
Not yet on record: new companies, 12 mo.