CoastEdge Alternative Total Return, LLC
CoastEdge Alternative Total Return, LLC is a private investment fund based in San Diego, California. According to its most recent Form D, filed May 21, 2026, it has sold $15,695,000 of interests to 51 investors since its first sale in Jan 2021. The minimum investment it accepts from an outside investor is $200,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Richard Effress; Alex Ponchak; Steven Simpson.
- Total raised
- $15,695,000Cumulative sales reported on Form D
- Investors
- 51
- First sale
- Jan 26, 2021
- Minimum investment
- $200,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Richard Effress; Alex Ponchak; Steven Simpson
- Latest Form D
- May 21, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about CoastEdge Alternative Total Return, LLC
What is the minimum investment for CoastEdge Alternative Total Return, LLC?
According to its latest Form D, filed May 21, 2026, the minimum investment CoastEdge Alternative Total Return, LLC accepts from an outside investor is $200,000.
Who can invest in CoastEdge Alternative Total Return, LLC?
CoastEdge Alternative Total Return, LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has CoastEdge Alternative Total Return, LLC raised?
CoastEdge Alternative Total Return, LLC reports $15,695,000 sold from 51 investors on its Form D filed May 21, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is CoastEdge Alternative Total Return, LLC based?
CoastEdge Alternative Total Return, LLC is based in San Diego, California and is managed by Coastedge Partners, LLC.
When did CoastEdge Alternative Total Return, LLC launch?
CoastEdge Alternative Total Return, LLC reports its first sale in Jan 2021, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private investment fund
Raised more than 65% of the 1,719 private investment funds based in California, and more than 48% of all 10,266 that report sales.
Other funds with the same team
- CoastEdge Focus Fund, LP$99.8M
- CoastEdge Focus Fund Offshore LLC$27.0M
- CoastEdge Venture Capital, LLC$25.7M
- CoastEdge Private Equity LLC$24.3M
- CoastEdge Distressed & Special Situations Fund LLC$22.4M
- CoastEdge Real Estate, LLC$17.8M
- CoastEdge Opportunity Fund XIII, LLC$17.7M
- CoastEdge Private Credit, LLC$6.8M