What amount sold does CoastEdge Oaktree, LLC report in Form D filings?

The latest linked filings report $10.3M sold across 1 identified offering(s). 0 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was CoastEdge Oaktree, LLC's most recent SEC filing?

CoastEdge Oaktree, LLC's most recent Form D filing was on 2016-05-10.

How many investors does CoastEdge Oaktree, LLC have?

The most recent Form D filing lists 20 investor(s).

CoastEdge Oaktree, LLC

CIK: 0001636367·Pooled Investment Fund·LA JOLLA, CA·Limited Liability Company·Founded 2015

Reported Sold

$10,250,000

Total Filings

Identified Offerings

Last Filed

May 10, 2016

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately.

About

Company in Pooled Investment Fund industry

SEC EDGAR

Offering filing timeline

May 10, 2016Form D/A — Amendment

Reported sold: $10,250,000 · Target: Indefinite

Rule 506(b)·20 investors·Section 3(c), Section 3(c)(7)

Nov 27, 2015Form D/A — Amendment

Reported sold: $10,250,000 · Target: Indefinite

Rule 506(b)·20 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors

May 11, 2015Form D/A — Amendment

Reported sold: $7,250,000 · Target: Indefinite

Rule 506(b)·19 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors

Mar 23, 2015Form D — New notice

Reported sold: $6,400,000 · Target: Indefinite

Rule 506(b)·14 investors·Section 3(c), Section 3(c)(7)

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

—

Reported commissions across identified offerings

Amendment Rate

75%

Latest reported sold across 1 identified offering

$10,250,000

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

Key People

Richard J. Effress

Related Person

Appears on 4 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
May 10, 2016	Amendment	Indefinite	$10,250,000	20
Nov 27, 2015	Amendment	Indefinite	$10,250,000	20
May 11, 2015	Amendment	Indefinite	$7,250,000	19
Mar 23, 2015	New	Indefinite	$6,400,000	14

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

STOC DOC PARTNERS LP

Pooled Investment Fund

Offering target: Indefinite

Filed Oct 30, 2026