Coalesce Capital Management Llc
- Regulatory AUM
- $1.8B
- Discretionary
- $1.8B
- Clients
- 10
- Avg AUM / client
- $183M
- Accounts
- 10
- Employees
- 23
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 10 | $1.8B | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $960M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Coalesce Capital Fund I, L.P. | Private Equity Fund | Delaware | $782M | 45 |
| Coalesce Capital Fund I A, L.P. | Private Equity Fund | Delaware | $78.3M | 20 |
| Coastal Pacific Partners, L.P. | Private Equity Fund | Delaware | $40.1M | 2 |
| Coalesce Capital Fund I Ff, L.P. | Private Equity Fund | Delaware | $37.4M | 38 |
| Coalesce Echo Coinvest, L.P. | Private Equity Fund | Delaware | $22.1M | 4 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Geveda, Stephanie, Marie | Founding And Managing Partner | Nov 2022 (4y) | ≈ 56.25% – 100% via Coalesce Capital S Corp Llc | |
| Diez, Christian, A | Managing Director, Chief Financial Officer & Chief Compliance Officer | May 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Coalesce Capital S Corp Llc | Sole Member | Nov 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Geveda, Stephanie, Marie: 75% – 100% of Coalesce Capital S Corp Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $960M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Coalesce Capital Fund I, L.P. | Private Equity Fund | $782M | $5.0M | 45 |
| Coalesce Capital Fund I A, L.P. | Private Equity Fund | $78.3M | $5.0M | 20 |
| Coastal Pacific Partners, L.P. | Private Equity Fund | $40.1M | $0 | 2 |
| Coalesce Capital Fund I Ff, L.P. | Private Equity Fund | $37.4M | $0 | 38 |
| Coalesce Echo Coinvest, L.P. | Private Equity Fund | $22.1M | $0 | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 2.92 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗