Form D · Other Investment Fund
CoastEdge Focus Fund, LP
San Diego, CA · CIK 0001539808
Offering snapshot reported May 20, 2026 · SEC filing
- Reported sold
- $99.8M Indefinite offering
- Investors reported
- 163 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Nov 1, 2011 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$98,813,715 → $99,753,715
- Reported investors128 → 163
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 20, 2026 | Amendment | $99,753,715 | $940,000vs May 20, 2025 | 163 | SEC filing |
| May 20, 2025 | Amendment | $98,813,715 | $1,816,125vs Oct 22, 2024 | 128 | SEC filing |
| Oct 22, 2024 | Amendment | $96,997,590 | $0vs Oct 27, 2023 | 126 | SEC filing |
| Oct 27, 2023 | Amendment | $96,997,590 | $3,188,618vs Nov 2, 2022 | 126 | SEC filing |
| Nov 2, 2022 | Amendment | $93,808,972 | -$16,979,167vs May 7, 2018 | 119 | SEC filing |
| May 7, 2018 | Amendment | $110,788,139 | $4,666,000vs May 4, 2017 | 86 | SEC filing |
| May 4, 2017 | Amendment | $106,122,139 | $38,881,491vs May 11, 2015 | 80 | SEC filing |
| May 10, 2016 | Amendment | $101,612,649 | $34,372,001vs May 11, 2015 | 100 | SEC filing |
| May 11, 2015 | Amendment | $67,240,648 | $0vs Mar 16, 2015 | 77 | SEC filing |
| Mar 16, 2015 | Amendment | $67,240,648 | $17,899,699vs Mar 17, 2014 | 77 | SEC filing |
| Mar 17, 2014 | Amendment | $49,340,949 | $11,300,441vs Oct 22, 2013 | 58 | SEC filing |
| Oct 22, 2013 | Amendment | $38,040,508 | $13,040,508vs Mar 15, 2012 | 41 | SEC filing |
| Mar 15, 2012 | Initial | $25,000,000 | No comparison | 20 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-175023
Source: Form D, filed May 20, 2026. 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 FOCUS FUND, LP
Investment adviser: COASTEDGE PARTNERS, LLC
- Gross asset value
- $66.8M
- Beneficial owners
- 84
- ADV minimum commitment
- $1M
Reported in Form ADV on Sep 18, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
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 805-3173082583
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.
| Name | Reported role |
|---|---|
| Coast Edge Partners Llc | Executive |
| Richard J. Effress | Executive, Promoter |
| David L Eigen | Executive |
| William J. Kullback | Executive |
| Alex Ponchak | Executive |
| Steven Simpson | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:San Diego, CA, 92121