Coastedge Partners LLC

Coastedge Partners LLC is a Limited Liability Company based in California with a team of 9 employees, including 3 advisory roles. Unfortunately, the number of clients served by the firm remains undisclosed. However, it boasts a promising SEC status, which was approved on December 9th, 2009.

• ARTHUR GREG GLEESON

  CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER owns less than 5%

• EFFRESS FAMILY TRUST

  MEMBER owns more than 25% but less than 50%

• PARKER A BUSH

  VICE PRESIDENT AND PORTFOLIO MANAGER owns less than 5%

• RICHARD J. EFFRESS FAMILY TRUST

  MEMBER owns less than 5%

• RICHARD JOSEPH EFFRESS

  MANAGING PARTNER owns less than 5%

• SAND DOLLAR PARTNERS, LLC

  MEMBER owns less than 5%

• SIMPSON FAMILY TRUST 12/15/09

  MEMBER owns more than 25% but less than 50%

• STEVEN SCOTT SIMPSON

  MANAGING PARTNER owns less than 5%

• JESSICA SLOOP EFFRESS

  TRUSTEE

• LAUREN MICHELLE SIMPSON

  TRUSTEE

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