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Fund Manager

Gold Coast Wealth Management

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GM
Gold Coast Wealth Management

Fund Manager

Primary Strategy: Private Equity

Year Founded: 2011

Number of Employees: 5

Ownership: Privately Held

Year End: December

Description

Gold Coast Wealth Management is a privately held investment management firm that was established in 2011 with offices based in New York, New Jersey, and Kentucky. Our firm is built on the pillars of trust, professionalism, partnership, and performance. We are dedicated to attracting like-minded clients who appreciate collaboration and the exchange of ideas. Specializing in personalized financial s

Contact

Website: Link to website

LinkedIn: linkedin.com/company/gold-coast-wealth-management

Address

575 Jericho Turnpike, Suite 307, Jericho, New York, United States

Date

As of: September 30, 2025

Key Metrics

See data over time

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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