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COASTLAND CAPITAL LLC
COASTLAND CAPITAL LLC
PALO ALTO, California
·
9 registered advisors
·
CRD# 152884
SEC# 801-71077
650-989-2800
01
Firm Overview
AUM
$2.6B
Regulatory assets under management
Employees
21
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at COASTLAND CAPITAL LLC
9 registered advisors
Anupam Agarwal
SOUTH SAN FRANCISCO, California
CRD# 6181977
Chen Susan
SOUTH SAN FRANCISCO, California
CRD# 6076696
Derek Dunn
SOUTH SAN FRANCISCO, California
CRD# 4440056
Gordon Converse Holterman
SOUTH SAN FRANCISCO, California
CRD# 2549668
Jane Zhaozhe Li
SOUTH SAN FRANCISCO, California
CRD# 4361012
Peter Matthew Sterling
SOUTH SAN FRANCISCO, California
CRD# 4077828
Peter Van Gelderen
SOUTH SAN FRANCISCO, California
CRD# 6183387
Scott Lambert Beal
SOUTH SAN FRANCISCO, California
CRD# 6176967
Tamara Dunn
SOUTH SAN FRANCISCO, California
CRD# 3156370
05
Office Locations
SOUTH SAN FRANCISCO, California
9 advisors
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Data sourced from SEC Form ADV filings. COASTLAND CAPITAL LLC (CRD# 152884) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.