Source of Funding


Summary

This firm appears to focus on private equity investments, but the mandate does not seem very explicit.
  • Investing Firm Name: Coeli Asset Management
  • Company Type: Family Office
  • Website: coastal-one.com
  • Website (Other):
  • Private Equity?: FALSE
  • Private Debt?: FALSE
  • Infrastructure?: FALSE
  • Real Estate?: FALSE

Company Contacts



Contact 1
First name:
Last name:
Email: adietz@coastal-one.com
Confidence score: 99;96;95;55
Type of Email: personal
Number of Sources: 6

Location

 

  • Country:
  • City:

Due Diligence

Sources & Other Info

AUM (2013): $3.38 billion (303 accounts) – investment-advisors.findthebest.com/l/31152/Marcuard-Family-Office-Ltd

  • Confidence Scores: 99;96;95;55
  • This page last updated: 44561

Amount of Sources: 6;3;1;0

http://dietzglobal.com/learning_center/calculators/mortgage_acceleration;http://coastal-one.com;http://seelan.com

http://dietzglobal.com/2018-tax-law-changes.18.htm;http://coastal-one.com/customer-relationship-summary-coastal-investment-advisors

http://dietzglobal.com/hot-topic-what-are-the-costs-of-the-government-shutdown.c9212.htm;http://wmtoday.com/2020/03/03/itzonwealthtech-ep-41-highlight-reel-2-from-the-t3-advisor-conference

http://dietzglobal.com

http://dietzglobal.com/andrew-dietz.e351312.htm

http://yellowpages.com/cockeysville-md/mip/dietz-global-alternative-asset-management-498260941

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