Coastland Capital LLC is a large advisory firm based in Palo Alto. It manages $2.63 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California and Texas.
Coastland Capital provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Coastland Capital LLC is $2.63 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Coastland Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Peter Matthew Sterling has been acting as President since 1 Oct 2016. Scott Lambert Beal joined the executive team most recently as the Chief Compliance Officer.
The principal office where Coastland Capital LLC performs its advisory services is located at 228 Hamilton Avenue, Palo Alto, CA 94301, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-989-2800. The normal business hours are 6:30 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at coastlandcap.com.