Family Office
CoastEdge Partners LLC
CoastEdge is a leading private investment office offering MFO services that designs and implements global investment advisory and management strategies for individuals, families, endowments, charities and foundations. Structured as an independent platform, we provide timely, objective and comprehensive global investmen…
Headquarters
San Diego, California
Website
coastedge.comAsset classes & sectors
Alternative InvestmentsCommoditiesFixed incomeHedge FundsPrivate CreditPrivate EquityPrivate PlacementReal Estate
Decision-makers
SäM Bagheri
Director of Operations
Greg Gleeson
Chief Operating Officer
Teri Mahlmann
Chief Financial Officer & Head of Fund Accounting
Kristin Farren Moss
Vice President of Investments
Steven Simpson
Managing Partner
Ian Hill
Principal, Investments
Parker Bush
Partner & Deputy CIO
Richard Effress
Managing Partner & CIO
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