Coastal·Holdings

Independent research.
Long-term capital.

A privately held firm in South Florida. We hold positions for years, not quarters — and we partner with operators who think in decades.

2023
Established
Boca Raton
Headquarters
Private
Ownership
Long-hold
Mandate

What we focus on

Three disciplines, held together by one time horizon.

01

Research & Diligence

Slow, primary-source research on a small number of sectors. We'd rather understand three industries deeply than skim thirty.

02

Capital Partnerships

Long-duration positions alongside founders and family owners — structured for patience, not for a quick mark-up and exit.

03

Portfolio Stewardship

Ongoing oversight of held positions: governance, capital allocation, and the unglamorous work of compounding over time.

Our approach

We measure ourselves in decades, and we're comfortable being misunderstood in the meantime.

Most of the industry is organized around activity — deals closed, assets raised, quarters reported. We organized Coastal Holdings around the opposite: doing very little, very deliberately, with capital that doesn't need to be anywhere by Friday.

That means we say no to almost everything. It means our research moves slowly and our partnerships are few. And it means the operators we do back can count on us through the parts of the cycle that don't make headlines.

— Coastal Holdings · Boca Raton, Florida

Speak with us.

We review every inquiry directly. There's no intake desk and no automated reply — if there's a fit, you'll hear from a principal.

inquiries@coastalholdings.site
Coastal Holdings LLC 860 Osceola Drive
Boca Raton, FL 33432
United States

Monday–Friday · 9:00–17:00 EST