| Date | Description |
|---|
| 2024-09-22 |
delete person Marcellina DiGiovanni |
| 2024-09-22 |
insert person Jordan Mottershaw |
| 2024-09-22 |
update person_title Nancy Vo Hamada: Chief Operating Officer; Partner; Member of the CoastEdge Team => Chief Operating Officer; Partner; Member of the CoastEdge Team; Chief Compliance Officer |
| 2024-07-20 |
delete person Keita Darling |
| 2024-06-16 |
insert coo Nancy Vo Hamada |
| 2024-06-16 |
insert person Nancy Vo Hamada |
| 2024-03-20 |
delete coo Caroline Roughneen |
| 2024-03-20 |
delete otherexecutives Alexa Cammarano |
| 2024-03-20 |
delete treasurer Caroline Roughneen |
| 2024-03-20 |
insert cfo Alex Ponchak |
| 2024-03-20 |
delete person Rebecca Wynn |
| 2024-03-20 |
insert email al..@coastedge.com |
| 2024-03-20 |
insert person Marcellina DiGiovanni |
| 2024-03-20 |
insert person Sam Litrenta |
| 2024-03-20 |
update person_description Caroline Roughneen => Caroline Roughneen |
| 2024-03-20 |
update person_title Alex Ponchak: Principal - Chief Financial Officer; Member of the CoastEdge Team => Chief Financial Officer; Partner; Member of the CoastEdge Team |
| 2024-03-20 |
update person_title Alexa Cammarano: Member of the CoastEdge Team; Director of Client Services => Member of the CoastEdge Team; Director - Client Service |
| 2024-03-20 |
update person_title Caroline Roughneen: Director of Operations; Treasurer; Member of the CoastEdge Team => Senior Fund Accountant; Member of the CoastEdge Team |
| 2024-03-20 |
update person_title Elizabeth Kelly: Associate; Client Operations Associate; Member of the CoastEdge Team => Senior Associate - Client Service; Senior Associate in Client Service; Member of the CoastEdge Team |
| 2024-03-20 |
update person_title Kris Farren Moss: Vice President of Investments; Principal - Investments; Member of the CoastEdge Team => Principal of Investments; Member of the CoastEdge Team |
| 2024-03-20 |
update person_title Leisa Quirke: Client Services Associate; Member of the CoastEdge Team => Associate - Client Service; Member of the CoastEdge Team |
| 2024-03-20 |
update person_title Parker Bush: Partner - Portfolio Manager; Member of the CoastEdge Team => Member of the CoastEdge Team; Partner & Deputy Chief Investment Officer |
| 2024-03-20 |
update person_title Teri Mahlmann: Controller; Firm Controller; Member of the CoastEdge Team => Controller; Member of the CoastEdge Team |
| 2024-03-20 |
update person_title Victor Angulo: Portfolio Analytics & Reporting Associate; Member of the CoastEdge Team => Senior Associate - Portfolio Analytics & Reporting; Member of the CoastEdge Team |
| 2023-10-05 |
insert person Leisa Quirke |
| 2023-09-02 |
delete treasurer Caroline Roughneen |
| 2023-09-02 |
insert coo Caroline Roughneen |
| 2023-09-02 |
delete person Säm Bagheri |
| 2023-09-02 |
insert person Peyton Osgood |
| 2023-09-02 |
update person_description Caroline Roughneen => Caroline Roughneen |
| 2023-09-02 |
update person_title Caroline Roughneen: Senior Fund Accountant; Treasurer; Member of the CoastEdge Team => Director of Operations; Member of the CoastEdge Team |
| 2023-05-28 |
insert otherexecutives Alexa Cammarano |
| 2023-05-28 |
delete person Avaz Ganjeh |
| 2023-05-28 |
insert person Victor Angulo |
| 2023-05-28 |
update person_title Alexa Cammarano: Senior Operations Associate; Member of the CoastEdge Team => Member of the CoastEdge Team; Director of Client Services |
| 2023-05-28 |
update person_title Rebecca Wynn: Operations Analyst; Member of the CoastEdge Team => Portfolio Analytics & Reporting Associate; Member of the CoastEdge Team |
| 2022-12-07 |
insert person Avaz Ganjeh |
| 2022-08-05 |
delete cfo Alex Ponchak |
| 2022-08-05 |
delete coo Säm Bagheri |
| 2022-08-05 |
delete person Tara Rezapour |
| 2022-08-05 |
update person_title Alex Ponchak: Chief Financial Officer; Member of the CoastEdge Team => Principal - Chief Financial Officer; Member of the CoastEdge Team |
| 2022-08-05 |
update person_title Ian Hill: Director - Investments; Member of the CoastEdge Team; Director => Principal - Investments; Member of the CoastEdge Team; Director |
| 2022-08-05 |
update person_title Kris Farren Moss: Vice President of Investments; Member of the CoastEdge Team => Vice President of Investments; Principal - Investments; Member of the CoastEdge Team |
| 2022-08-05 |
update person_title Säm Bagheri: Director of Operations; Member of the CoastEdge Team => Member of the CoastEdge Team; Principal - Director of Operations |
| 2022-07-06 |
insert treasurer Caroline Roughneen |
| 2022-07-06 |
insert person Caroline Roughneen |
| 2022-06-05 |
update person_description Rebecca Wynn => Rebecca Wynn |
| 2022-05-06 |
insert person Elizabeth Kelly |
| 2022-04-06 |
insert cfo Alex Ponchak |
| 2022-04-06 |
update person_title Alex Ponchak: Fund Controller; Member of the CoastEdge Team => Chief Financial Officer; Member of the CoastEdge Team |
| 2022-04-06 |
update person_title Teri Mahlmann: Member of the CoastEdge Team; Chief Financial Officer & Head of Fund Accounting => Controller; Firm Controller; Member of the CoastEdge Team |
| 2022-03-06 |
delete person Laura Carlson |
| 2022-03-06 |
insert person Tara Rezapour |
| 2022-03-06 |
update person_description Rebecca Wynn => Rebecca Wynn |
| 2022-03-06 |
update person_title Rebecca Wynn: Administrative Assistant & Support Professional; Member of the CoastEdge Team => Operations Analyst; Member of the CoastEdge Team |
| 2021-12-04 |
insert chiefinvestmentofficer Richard Effress |
| 2021-12-04 |
insert coo Säm Bagheri |
| 2021-12-04 |
insert otherexecutives Ian Hill |
| 2021-12-04 |
delete person Michael Tsoukatos |
| 2021-12-04 |
delete person Michelle Kenvin |
| 2021-12-04 |
insert person Alex Ponchak |
| 2021-12-04 |
insert person Ian Hill |
| 2021-12-04 |
insert person Laura Carlson |
| 2021-12-04 |
insert person Säm Bagheri |
| 2021-12-04 |
update person_title Keita Darling: Member of the CoastEdge Team; Executive Assistant => Office Manager; Member of the CoastEdge Team; Executive Assistant |
| 2021-12-04 |
update person_title Richard Effress: Managing Partner => Chief Investment Officer; Member of the CoastEdge Team; Managing Partner |
| 2021-09-05 |
delete source_ip 52.9.95.99 |
| 2021-09-05 |
insert source_ip 35.165.100.206 |
| 2021-09-05 |
update person_description Michelle Kenvin => Michelle Kenvin |
| 2021-09-05 |
update person_description Rebecca Wynn => Rebecca Wynn |
| 2021-09-05 |
update person_description Steve Simpson => Steve Simpson |
| 2021-08-05 |
delete cio Richard Effress |
| 2021-08-05 |
delete coo Greg Gleeson |
| 2021-08-05 |
insert vp Michelle Kenvin |
| 2021-08-05 |
delete person Greg Gleeson |
| 2021-08-05 |
insert person Alexa Cammarano |
| 2021-08-05 |
insert person Rebecca Wynn |
| 2021-08-05 |
update person_title Michelle Kenvin: Senior Operations Associate => Vice President |
| 2021-08-05 |
update person_title Parker Bush: Vice President; Portfolio Manager => Vice President; Partner; Portfolio Manager |
| 2021-08-05 |
update person_title Richard Effress: Member of the Leadership Team; CIO; Managing Partner => Managing Partner |
| 2021-08-05 |
update person_title Teri Mahlmann: Vice President of Operations => CFO & Head of Fund Accounting; Vice President of Operations |
| 2021-07-04 |
delete source_ip 107.180.27.180 |
| 2021-07-04 |
insert source_ip 52.9.95.99 |
| 2021-04-26 |
delete person Richard Potes |
| 2021-04-26 |
insert person Keita Darling |
| 2021-04-26 |
insert person Michael Tsoukatos |
| 2021-02-02 |
delete person Kristen Weiss |
| 2020-09-25 |
delete person Alice Lieu |
| 2020-06-07 |
insert otherexecutives Teri Mahlmann |
| 2020-06-07 |
delete email kr..@coastedge.com |
| 2020-06-07 |
insert email mo..@coastedge.com |
| 2020-06-07 |
insert person Teri Mahlmann |
| 2019-02-27 |
delete about_pages_linkeddomain addepar.com |
| 2019-02-27 |
delete contact_pages_linkeddomain addepar.com |
| 2019-02-27 |
delete index_pages_linkeddomain addepar.com |
| 2019-02-27 |
delete management_pages_linkeddomain addepar.com |
| 2019-02-27 |
delete solution_pages_linkeddomain addepar.com |
| 2019-02-27 |
update person_description Steve Simpson => Steve Simpson |