What amount sold does CoastEdge Alternative Total Return, LLC report in Form D filings?

The latest linked filings report $15.7M 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 Alternative Total Return, LLC's most recent SEC filing?

CoastEdge Alternative Total Return, LLC's most recent Form D filing was on 2026-05-21.

How many investors does CoastEdge Alternative Total Return, LLC have?

The most recent Form D filing lists 51 investor(s).

CoastEdge Alternative Total Return, LLC

CIK: 0001862855·Pooled Investment Fund·SAN DIEGO, CA·Limited Liability Company

Reported Sold

$15,695,000

Total Filings

Identified Offerings

Last Filed

May 21, 2026

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 21, 2026Form D/A — Amendment

Reported sold: $15,695,000 · Target: Indefinite

Rule 506(b)·51 investors·Section 3(c), Section 3(c)(7)

Changed: Reported investors

May 21, 2025Form D/A — Amendment

Reported sold: $15,695,000 · Target: Indefinite

Rule 506(b)·47 investors·Section 3(c), Section 3(c)(7)

Jun 12, 2024Form D/A — Amendment

Reported sold: $15,695,000 · Target: Indefinite

Rule 506(b)·47 investors·Section 3(c), Section 3(c)(7)

Jun 14, 2023Form D/A — Amendment

Reported sold: $15,695,000 · Target: Indefinite

Rule 506(b)·47 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors

Nov 14, 2022Form D/A — Amendment

Reported sold: $10,460,000 · Target: Indefinite

Rule 506(b)·34 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors

Jun 25, 2021Form D — New notice

Reported sold: $5,960,000 · Target: Indefinite

Rule 506(b)·23 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

83%

Latest reported sold across 1 identified offering

$15,695,000

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 Effress

Related Person

Appears on 4 filings

Steven Simpson

Related Person

Appears on 4 filings

Alex Ponchak

Related Person

Appears on 3 filings

CoastEdge Partners LLC

Related Person

Appears on 3 filings

Richard Effress

Related Person

Appears on 1 filing

Steven Simpson

Related Person

Appears on 1 filing

CoastEdge Partners LLC

Related Person

Appears on 1 filing

Alex Ponchak

Related Person

Appears on 1 filing

Filing History

Date	Type	Offering target	Reported sold	Investors
May 21, 2026	Amendment	Indefinite	$15,695,000	51
May 21, 2025	Amendment	Indefinite	$15,695,000	47
Jun 12, 2024	Amendment	Indefinite	$15,695,000	47
Jun 14, 2023	Amendment	Indefinite	$15,695,000	47
Nov 14, 2022	Amendment	Indefinite	$10,460,000	34
Jun 25, 2021	New	Indefinite	$5,960,000	23

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