NEWCOAST GROUP MANAGEMENT LLC

Adviser information for NEWCOAST GROUP MANAGEMENT LLC last updated from Form ADV on March 27th, 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 0
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
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
Compensation
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 802-130047
SEC ERA File Number 802-130047
SEC CIK Numbers None
SEC CRD Numbers 317961
Legal Entity Identifier None

Principal Office

18575 JAMBOREE ROAD
SUITE 330
IRVINE
CA
United States
Monday - Friday, 8AM-5PM
Tel: (949) 4267559, Fax: None

Chief Compliance Officer

SIMON ZHANG
MANAGER
18575 JAMBOREE ROAD
SUITE 330
IRVINE
CA
United States
Tel: (909) 212-0539
(Full email address available in API data)

Industry Affiliates

1SHARPE CAPITAL LLC Other investment adviser, including financial planners
NEWCOAST GROUP LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
NEWCOAST FUND LP Hedge Fund $61.4M $1.0M 4

Control Persons

Name Type Entity Title Since Ownership
Zhang, Simon Individual MANAGER 05/2020 > 75%

No. Employees, Historic

000202420250 on 3/27/2024