CoastEdge Partners Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

CoastEdge Partners provides investment management and wealth planning for a select group of high net worth families and foundations. The firm blends a family-office style service with the resources, scale, and operating platform typical of an institutional investment firm. This structure supports a personalized client experience within an institutional framework.

Headquartered in the La Jolla area of San Diego, California, CoastEdge Partners operates as an independent SEC-registered investment adviser. In the financial services industry, it positions itself to combine tailored client service with professional oversight and scalable capabilities for its client base.

Find CoastEdge Partners employees' phone numbers or email addresses

CoastEdge Partners Global Highlights

Location
Employees

North America
24

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  • United States Of America
    24

CoastEdge Partners's Leadership

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    G. G.
    Chief Operating Officer
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    R. E.
    Founder And Chief Executive Officer
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  • Stylized image of a person
    R. E.
    Managing Partner And Cio
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    S. S.
    Managing Partner
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    T. T.
    Partner Portfolio Manager
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    M. T.
    Investment Associate
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  • Stylized image of a person
    M. R.
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  • Stylized image of a person
    M. T.
    Phone icon

CoastEdge Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Community & Social Services
  • Administrative
  • Other
  • Analytics
  • Arts & Design

Contact profiles from CoastEdge Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. E.
    Managing Partner And Cio
    Phone icon
    United States
    Mar 31, 2026
  • Stylized image of a person
    G. G.
    Chief Operating Officer
    Phone icon
    UNITED STATES
    Aug 17, 2023
  • Stylized image of a person
    R. E.
    Founder And Chief Executive Officer
    Phone icon
    UNITED STATES
    Aug 06, 2025
  • Stylized image of a person
    S. S.
    Managing Partner
    Phone icon
    Jun 03, 2026
  • Stylized image of a person
    T. T.
    Partner Portfolio Manager
    Phone icon
    UNITED STATES
    Oct 22, 2024
  • Stylized image of a person
    M. T.
    Investment Associate
    Phone icon
    UNITED STATES
    Nov 11, 2024
  • Stylized image of a person
    M. R.
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    M. T.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is CoastEdge Partners known for?

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CoastEdge Partners operates in the Financial Services industry. The company's main headquarters is located in 4655 Executive Drive Suite 325 San Diego, California 92121 United States; you can contact the main corporate office by phone at . Explore CoastEdge Partners's company overview page for more information.

What is CoastEdge Partners's most common email format?

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CoastEdge Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CoastEdge Partners email formats with LeadIQ.

How many employees does CoastEdge Partners have currently?

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CoastEdge Partners has approximately 15 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are CoastEdge Partners's key employees and leadership?

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As of June 2026, CoastEdge Partners's key employees include:

  • Chief Operating Officer: G. G.
  • Founder And Chief Executive Officer: R. E.
  • Managing Partner And Cio: R. E.
  • Managing Partner: S. S.
  • Partner Portfolio Manager: T. T.

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