Form D · Private Equity Fund

CoastEdge Opportunity Fund IX, LLC

La Jolla, CA · CIK 0001720724

Offering snapshot reported Nov 1, 2017 · SEC filing

Reported sold
$7M
Offering amount: $7M
Investors reported
27
Form D · investor count
Minimum accepted
$82.5K
Reported outside-investor minimum
First sale
Apr 1, 2017
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 1, 2017Initial$7,000,000No comparison27SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-297853

Source: Form D, filed Nov 1, 2017. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

COASTEDGE OPPORTUNITY FUND IX, LLC

Investment adviser: COASTEDGE PARTNERS, LLC

Gross asset value
$7.78M
Beneficial owners
25
ADV minimum commitment
$200K

Reported in Form ADV on Sep 18, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator APEX GROUP LTD. COSTA MESA, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP COSTA MESA, California, United States
Custodian CITIZENS PRIVATE BANK NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

CITIZENS PRIVATE BANK
LEI DRMSV1Q0EKMEXLAU1P80

Filing source

Form ADV 2133339 · Sep 18, 2026 · Schedule D 7.B.(1), fund 805-6936107113

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Richard J. Effress Executive
Steven Simpson Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
888 Prospect Street Suite 220
La Jolla, CA, 92037