CoastEdge Partners, LLC

Overview

CoastEdge Partners is based in San Diego, California.² The firm says it was founded by entrepreneurs and ultra high net worth families.² Its model centers on a client’s complete financial life, beginning with a total balance sheet that includes public markets, private investments, operating businesses, real estate, estate structures, and liabilities.² CoastEdge describes coordination across legal, tax, and investment advisers, with unified reporting across holdings.²

The firm says its investment, client service, operations, reporting, and accounting functions operate as one shared unit.² It also states that its principals invest substantially all of their full net worth in the same strategies as clients on identical terms.²

History

CoastEdge Partners, LLC has been registered with the Securities and Exchange Commission since December 9, 2009.¹ The firm’s website identifies its origins with entrepreneurs and ultra high net worth families.²

Leadership

Published team titles include Richard Effress, Managing Partner and Chief Investment Officer.² Steven Simpson is a Managing Partner.² Parker Bush is Partner and Deputy Chief Investment Officer.² Ian Hill is Partner, Investments.² Alex Ponchak is Partner and Chief Financial Officer.² Nancy Vo Hamada is Partner, Chief Operating Officer, and Chief Compliance Officer.²

Services

Form ADV lists financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selecting other advisers among the firm’s services.¹ Reported fee types are percentage of assets and fixed fees.¹

CoastEdge describes public equity management as long horizon, generally index tracking oriented, low fee, and tax efficient.⁴ Its core fixed income approach emphasizes high credit quality and independent underwriting while avoiding retail products and repackaged risks.⁴ For concentrated positions, the firm describes patient, tax efficient diversification over time.⁴

Alternative asset services include access to selected fund managers and co investments sourced through custom diligence.⁴ Published private market areas include private equity, distressed and performing credit, real estate, venture capital, and less correlated strategies.⁵ The firm says every portfolio is independently underwritten by its principals rather than built from model portfolios.⁵ It also states that principals generally invest meaningful personal capital alongside clients in private opportunities on identical terms.⁵

Estate and generational planning references GRATs, SLATs, IDGTs, generation skipping planning, and dynasty planning.⁴ Philanthropic planning references donor advised funds, charitable remainder trusts, and private foundations.⁴ Reporting services include consolidated reporting across custodians and asset classes, net worth tracking, performance attribution, and portfolio analytics.⁴ Advisor coordination covers tax counsel, estate attorneys, insurance advisers, and banking relationships.⁴

Tax strategy services include tax loss harvesting, gain deferral strategies, multiyear tax and capital coordination, and estimated payment coordination with a CPA.⁶ CoastEdge states that it does not prepare tax returns or replace a client’s accountant.⁶ The firm also states that it does not accept referral fees or outside compensation from firms it works with or recommends.⁴

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Philanthropy
• Risk and insurance
• Private and alternative investments

Client focus

CoastEdge says it generally works with individuals and families holding at least $20 million in investable assets, or concentrated wealth on a clear path to that level.³ Its website identifies three client profiles: The Entrepreneur, The Vesting Executive, and The Multi Generational Family.³ The Vesting Executive profile includes stock options, restricted stock units, deferred compensation, and nonqualified stock option plans.³ The firm describes family wealth management as including governance, transfer, communication, and next generation stewardship.³

Investment philosophy and approach

The firm says its approach starts with the full balance sheet and integrates investments, tax planning, estate structures, liabilities, and relationships with outside advisers.² CoastEdge describes portfolios as independently underwritten by its principals, with private opportunities evaluated through custom diligence.⁵ It says its principals invest alongside clients on identical terms in private opportunities and use the same strategies for their own wealth.²⁵

Assets and minimums

As of September 18, 2026, SEC directory data lists 16 employees and $2,142,300,000 in regulatory assets under management.¹ The same filing lists 131 high net worth individual clients representing $1,634,665,000, 15 pooled vehicles representing $301,690,000, nine pension plan clients representing $25,108,000, six charitable organizations representing $22,050,000, and 22 other clients representing $158,787,000.¹ CoastEdge’s website describes a typical client threshold of $20 million in investable assets or concentrated wealth progressing toward that level.³

By the numbers

FAQs

Related resources

• LocationMultifamily offices in San Diego

  This San Diego directory gives a wealthy family or business owner a way to compare firms offering investment management, planning, tax, risk, and private investment services. It can help readers consider which questions to ask about client fit, service scope, and experience serving substantial investable wealth.

• Network siteEstatePlanner.com

  EstatePlanner.com provides practical guides on wills, trusts, and related planning topics. A reader considering CoastEdge Partners, LLC can use these materials to prepare questions about how estate planning may connect with investment management, tax planning, philanthropy, and family decisions.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and a community focused on single family offices and wealthy families. Its materials can help a prospective client think through whether a firm serving entrepreneurs, executives, families, and other high wealth clients fits the level of coordination they may want across investments, planning, insurance, and philanthropy.

• GuideThe annual MFO review

  The annual MFO review provides a broader reference point for understanding multifamily office practices and service categories. Readers can use it to frame conversations with CoastEdge Partners, LLC about investment management, financial planning, tax planning, private investments, risk, insurance, and philanthropic priorities.

• Similar firmsAG Asset Advisory, LLC
  Centura Wealth Advisory
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  Profiles of AG Asset Advisory, LLC, Centura Wealth Advisory, and Confluence Capital Advisors, LLC offer comparison points within the site's coverage of wealth advisory firms. Reviewing their stated services can help a family or business owner identify questions about investment approach, planning relationships, alternatives, and the types of clients each firm serves.

Sources

1. SEC IAPD firm record, accessed and as of September 18, 2026
2. CoastEdge Who We Are, accessed October 23, 2026
3. CoastEdge Who We Serve, accessed October 23, 2026
4. CoastEdge What We Do, accessed October 23, 2026
5. CoastEdge Investment Management, accessed October 23, 2026
6. CoastEdge Tax Strategy, accessed October 23, 2026

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.