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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / C•••••••• P•••••••• L••
C•••••••• P•••••••• L••
Private equity with venture activity · probableLa Jolla, CAc••••••••.comSEC registered investment adviser
CoastEdge Partners is a registered investment advisor that offers customized investment management for high net worth investors and institutions
registered adviser; venture funds are 5% of 16 private funds
Importance
14
low
Active deployment
0
low
Emerging
0
low
Completeness
56
elevated
Freshness
99
high
Research priority
3
low
Identity and regulatory footprint
- Headquarters
- San Diego, CAadviserinfo.sec.gov
- Office address
- 4655 EXECUTIVE DRIVE, SUITE 325, San Diego, CA, 92121adviserinfo.sec.gov
- Business phone
- 858-997-2777adviserinfo.sec.gov
- Website
- c••••••••.com
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Mar 27, 2026
- Private funds reported
- 16 (1 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $381Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $2.1Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 16
- Owners on Schedule A
- J•••••• S• E•••••• 2••• T•••• (Member), C; R•••••• J• E•••••• F••••• T•••• (Member), NA; S••• D••••• P•••••••• L•• (Member), NA; S•••••• F••••• T•••• 1••••••• (Member), D
- business phone
- 858-997-2777adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- not stated or not yet read
- Stages
- not stated or not yet read
- Geography
- global
- Check size
- not stated; DFX does not estimate checks from round sizes
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
1 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| C•••••••• V•••••• C••••••• L•• | Opportunity fund | 2017 form d first sale | Harvest | $26.4M Oct 21, 2024 | 58 | $7.0M of $7.0M | Nov 1, 2017 |
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
22 current, 5 departed
E•••••• G•••••
AssociateAssociate - Portfolio Advisory
J••••• W•••
AssociateAssociate - Portfolio Management
S••••• O••••••••
AssociateAssociate - Portfolio Advisory
L••••• M••••••• S••••••
Board or advisoryTrustee · since Jan 1, 2017
R•••••• J••••• E••••••
Board or advisoryTrustee · since Nov 1, 2020
S••••• S•••• S••••••
Board or advisoryTrustee · since Jan 1, 2017
R•••••• E••••••
Managing partnerManaging Partner & Chief Investment Officer
S••••• S••••••
Managing partnerManaging Partner
I•• H•••
PartnerPartner - Investments
J•••••• S•••• E••••••
PartnerManager · since Jan 1, 2017
P••••• a• B•••
PartnerDeputy Chief Investment Officer · since Jan 1, 2018
P••••• B•••
PartnerPartner & Deputy Chief Investment Officer
A••• P••••••
Platform and operationsPartner & Chief Financial Officer
A•••••••• F•••••• P••••••
Platform and operationsChief Financial Officer & Principal · since Jun 1, 2022
N•••• T••• V• H•••••
Platform and operationsChief Compliance Officer And Chief Operating Officer · since Jul 1, 2024
N•••• V• H•••••
Platform and operationsPartner, Chief Operating Officer, & Chief Compliance Officer
P•••• D•••••
Platform and operationsAssociate - Client Operations
S••••••• O•••••••••
Platform and operationsExecutive Assistant
A•••• C••••••••
PrincipalDirector - Client Service
G•••••• H••••
PrincipalAssociate Director - Portfolio Advisory
E•••••••• K••••
Vice presidentSenior Associate - Client Service
V••••• A•••••
Vice presidentSenior Associate - Portfolio Analytics & Reporting
5 departed (kept with end dates)
- D•••• L• E•••• · Managing Member · Jul 1, 2011 to Mar 25, 2013 Inference
- M••••• I•••• B•••• · Member · Oct 1, 2012 to Mar 28, 2014 Inference
- T••••••• T• T• · Portfolio Manager, And Member · Sep 1, 2010 to Mar 28, 2018 Inference
- A••••• G••• G•••••• · Chief Operating Officer · Sep 1, 2017 to Mar 31, 2022 Inference
- W•••••• J•• K••••••• · Cfo & Chief Compliance Officer · Feb 1, 2012 to Dec 26, 2014 Inference
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
15 dated events
- Jul 1, 2024N•••• T••• V• H••••• joined Schedule A of C•••••••• P•••••••• L•• as Chief Compliance Officer And Chief Operating Officer
- Jun 1, 2022A•••••••• F•••••• P•••••• joined Schedule A of C•••••••• P•••••••• L•• as Chief Financial Officer & Principal
- Mar 31, 2022A••••• G••• G•••••• (Chief Operating Officer) no longer on Schedule A of C•••••••• P•••••••• L••
- Mar 28, 2019C•••••••• Opportunity Fund X, LLC first reported on Form ADV by C•••••••• P•••••••• L•• (Private Equity Fund), GAV $7,100,000Fund first reported on Form ADVFundsFactC•••••••• V•••••• C••••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 28, 2018T••••••• T• T• (Portfolio Manager, And Member) no longer on Schedule A of C•••••••• P•••••••• L••
- Jan 1, 2018P••••• a• B••• joined Schedule A of C•••••••• P•••••••• L•• as Vice President And Portfolio Manager
- Sep 1, 2017A••••• G••• G•••••• joined Schedule A of C•••••••• P•••••••• L•• as Chief Operating Officer And Chief Compliance Officer
- Jan 1, 2017L••••• M••••••• S•••••• joined Schedule A of C•••••••• P•••••••• L•• as Trustee
- Jan 1, 2017S••••• S•••• S•••••• joined Schedule A of C•••••••• P•••••••• L•• as Trustee
- Jan 1, 2017J•••••• S•••• E•••••• joined Schedule A of C•••••••• P•••••••• L•• as Trustee
- Dec 26, 2014W•••••• J•• K••••••• (Cfo & Chief Compliance Officer) no longer on Schedule A of Integris, LLC
- Mar 28, 2014M••••• I•••• B•••• (Member) no longer on Schedule A of Integris, LLC
- Mar 25, 2013D•••• L• E•••• (Managing Member) no longer on Schedule A of Integris, LLC
- Oct 1, 2012M••••• I•••• B•••• joined Schedule A of Integris, LLC as Member
- Mar 26, 2012Integris, LLC first filed Form ADV (IA)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 5% of 16 private funds
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 5% of 17 private funds
Evidence
65 observations from 3 sources