The platform provides a unified view of clients’ custodial accounts, private holdings, properties, and liabilities, with quarterly reviews led by the principals managing their relationship.

Trust structures, family governance, next-generation preparation and philanthropic strategy, maintained as circumstances change rather than filed and forgotten.

Portfolios underwritten position by position. No model portfolios, no third-party overlays. How CoastEdge manages public, private and concentrated holdings.

CoastEdge integrates tax planning into investment decisions and coordinates it with clients’ CPAs throughout the year.

Alex Ponchak is Partner and Chief Financial Officer at CoastEdge Partners, leading finance, fund accounting and reporting. Previously Soros Fund Management.

Alexa Cammarano is Director of Client Service at CoastEdge Partners, leading the client service team and the day-to-day experience for client families.

Caroline Roughneen is Associate Director of Accounting at CoastEdge Partners, overseeing fund administration, investor activity and quarterly client billing.

Elizabeth Kelly is Associate Director of Client Service at CoastEdge Partners, leading client onboarding and day-to-day service for the firm's client families.

CoastEdge was founded by entrepreneurs and ultra-high-net-worth families for their own use. The page introduces the principals and the San Diego team behind the principal-led multi-family office.

Reach a CoastEdge principal directly by phone, email, or message. Every inquiry is answered within one business day. Offices at One La Jolla Center, San Diego.

The page offers a 45- to 60-minute confidential discussion with a CoastEdge principal, with no obligation or required documents.

CoastEdge Partners is a boutique multi-family office in San Diego coordinating investment, tax, estate, and reporting for families with complex wealth.

Terms governing use of the CoastEdge Partners website, including disclosures relating to the firm's status as a Registered Investment Adviser.