Coast Capital Management, LP

Fee-Only (% of Portfolio)

Coast Capital Management manages private pooled investment vehicles and private funds for qualified investors, focusing primarily on active equity strategies. Coast Capital operates as an institutional investment manager, serving private funds such as the Engaged Fund and Midas Fund, along with foundations, endowments, pension plans, trusts, and family offices. The firm specializes in identifying undervalued companies and engaging in corporate actions to improve security prices. Because Coast Capital exclusively serves institutional and pooled fund investors through private placement offerings, individual retail financial planning and personal wealth management services are not offered.

Assets Under Management$100M
Clients6
AdvisorsN/A
Avg. per Client$17M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Coast Capital Management, LP - Fees, AUM & Advisors | TrueAdvisor