GOLD COAST WEALTH MANAGEMENT, LLC
Adviser information for GOLD COAST WEALTH MANAGEMENT, LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 222 | $378.6M |
| Non-Discretionary | 2 | $7.7M |
| Total | 224 | $386.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 67 | $27.5M |
| HNW Individuals | 52 | $263.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $91.6M |
| Pension and profit sharing plans | 1 | $3.9M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-72197 |
|---|---|
| SEC ERA File Number | 801-72197 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 156338 |
| Legal Entity Identifier | None |
Principal Office
575 JERICHO TURNPIKESUITE 307
JERICHO
NY
United States
Monday - Friday, 8 AM - 5 PM
Tel: 516-274-9870, Fax: 516-274-9860
Websites
Chief Compliance Officer
BRENDAN O'BRIEN
MANAGING MEMBER
575 JERICHO TURNPIKE
SUITE 307
JERICHO
NY
United States
Tel:
(516) 274-9890
B******@**************M
(Full email address available in API data)
Regulatory Contact
ROBERT LONDIN
LEGAL COUNSEL
300 GARDEN CITY PLAZA
5TH FLOOR
GARDEN CITY
NY
United States
Tel:
516-393-8264
Fax:
516-393-8282
R******@************M
(Full email address available in API data)
Industry Affiliates
| GOLD COAST MULTI-ASSET FUND GP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| GOLD COAST MULTI-ASSET FUND, LP | Hedge Fund | $91.6M | $0.3M | 60 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| OBRIEN, BRENDAN, JOHN | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 01/2011 | > 75% |