Coastal Investment Company, LLC

Fee-Only (% of Portfolio)

Coastal Investment Company manages investments for pooled investment vehicles (Funds), focusing on middle-market rental housing in the Southeastern United States, including multifamily development and venture capital investments. Coastal Investment pursues investments in technology enabled alternative legal services; construction management services for commercial office interiors; lumber for the housing market as well as wood chips and residuals for landscaping and biomass end-use markets; technology for underwriting work flow software and data services for financial lending institutions and other companies who acquire, develop and/or manage commercial real estate or purchase distressed loans secured by commercial real estate. Investors must be accredited and meet certain eligibility criteria.

Assets Under Management$210M
Clients33
AdvisorsN/A
Avg. per Client$6.5M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100K
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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