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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:32 AM ET

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Steven Simpson

Named as an officer, director or promoter on SEC Form D filings · CA · May 4, 2017 → Sep 25, 2026

12deals (issuers)
$298.3Mreported sold
677investors
58Form D filings
2017–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Steven Simpson is listed as an executive officer and promoter on 58 SEC Form D filings by 12 issuers between May 2017 and Sep 2026. Largest by amount reported sold: CoastEdge Focus Fund, LP (San Diego, CA — pooled investment fund — 2017–2026; $110.8M reported sold to 163 investors), CoastEdge Focus Fund Offshore LLC (San Diego, CA — pooled investment fund — 2017–2026; $27M reported sold to 50 investors), CoastEdge Venture Capital, LLC (San Diego, CA — pooled investment fund — 2019–2026; $25.7M reported sold to 66 investors), CoastEdge Private Equity LLC (San Diego, CA — pooled investment fund — 2021–2026; $24.3M reported sold to 66 investors), CoastEdge Distressed & Special Situations Fund LLC (San Diego, CA — pooled investment fund — 2020–2026; $22.4M reported sold to 87 investors) and 7 more (all listed below).

What this means That is a lot of deals — 12 separate companies raised money with this person listed as executive officer and promoter, over about 9 years. Across those companies the filings report $298.3M sold in total.

Listed alongside Richard J. Effress (58 shared filings), Alex Ponchak (45 shared filings), CoastEdge Partners LLC (24 shared filings, management entity) and J. CoastEdge Partners LLC (21 shared filings, management entity).

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Steven. Each name links to their own page.

All 12 issuers belong to the sponsor group Coastedge (19 issuers, $332.3M reported sold, 2011–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Coastedge has 19 companies on file and $332.3M reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — 3 bankruptcy cases matching the name listed in Key records below.

What this means 3 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 58 public filings for Steven Simpson and found 11 differences, 3 worth asking the sponsor about: Amount sold went down between filings; 4 Form Ds were filed more than 15 days after the first sale; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Steven Simpson has not run yet — it is joining a line of 23,480 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:15 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: VA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Steven Simpson..

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

3 cases: 3 closed (disposition not in docket feed)

Steven L. Simpson and Barbara L. Simpson closed
United States Bankruptcy Court, E.D. California · No. 10-45956 · Filed Sep 29, 2010 · Closed Jan 21, 2011
Role of Steven L. Simpson and Barbara L. Simpson: Debtor · Outcome: Case closed 2011-01-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 142 federal dockets); 2 people with this name in Form D filings; court in the person's filing state (CA)
Steven M Simpson and Debrah L Simpson closed
United States Bankruptcy Court, C.D. California · No. 6:03-bk-15952 · Filed Apr 18, 2003 · Closed Aug 14, 2003
Role of Steven M Simpson and Debrah L Simpson: Debtor · Outcome: Case closed 2003-08-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 142 federal dockets); 2 people with this name in Form D filings; court in the person's filing state (CA)
Steven L. Simpson and Karen M. Simpson closed
United States Bankruptcy Court, C.D. California · No. 9:95-bk-12253 · Filed May 31, 1995 · Closed Sep 27, 1995
Role of Steven L. Simpson and Karen M. Simpson: Debtor · Outcome: Case closed 1995-09-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 142 federal dockets); 2 people with this name in Form D filings; court in the person's filing state (CA)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:15 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

11 differences found between the filings for Steven Simpson — 3 worth asking about (compared the newest 50 of 58 filings on Oct 24, 2026; older filings not covered)

Worth asking · Jun 25, 2021 – Mar 20, 2023

Amount sold went down between filings — CoastEdge Real Estate, LLC

The Jun 25, 2021 filing says $8,975,000 sold; the Mar 20, 2023 Form D/A says $8,675,000 sold — $300,000 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D (earlier) · Jun 25, 2021 ↗Form D/A (later) · Mar 20, 2023 ↗CoastEdge Real Estate, LLC — PartnerFacts page ↗
Sources
Worth asking · May 7, 2018 – Nov 2, 2022

Amount sold went down between filings — CoastEdge Focus Fund, LP

The May 7, 2018 filing says $110,788,139 sold; the Nov 2, 2022 Form D/A says $93,808,972 sold — $16,979,167 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · May 7, 2018 ↗Form D/A (later) · Nov 2, 2022 ↗CoastEdge Focus Fund, LP — PartnerFacts page ↗
Sources
Worth asking · Jan 15, 2021 – Dec 23, 2024

4 Form Ds were filed more than 15 days after the first sale

Form D filed 67 days after the first sale — CoastEdge Real Estate, LLC · Form D filed 161 days after the first sale — CoastEdge Private Equity LLC · Form D filed 150 days after the first sale — CoastEdge Alternative Total Return, LLC · Form D filed 18 days after the first sale — CoastEdge Opportunity Fund XIII, LLC

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Jun 25, 2021 ↗CoastEdge Real Estate, LLC — PartnerFacts page ↗Form D · Jun 25, 2021 ↗CoastEdge Private Equity LLC — PartnerFacts page ↗
Sources
Note · Feb 22, 2023 – Dec 6, 2023

No amendment in the last 12 months on an offering that may still be open — CoastEdge Opportunity Fund XII, LLC (latest filing Dec 6, 2023)

The latest filing for this offering is dated Dec 6, 2023 (first sale Feb 22, 2023). It reports $13,300,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Dec 6, 2023 ↗CoastEdge Opportunity Fund XII, LLC — PartnerFacts page ↗
Sources
Note · Nov 2, 2022 – Aug 6, 2024

7 role changes for the same people across filings

Steven Simpson's role changed at CoastEdge Private Equity LLC: executive officer → executive officer, promoter · Steven Simpson's role changed at CoastEdge Venture Capital, LLC: executive officer → executive officer, promoter · Steven Simpson's role changed at CoastEdge Alternative Total Return, LLC: executive officer → executive officer, promoter · Steven Simpson's role changed at CoastEdge Focus Fund Offshore LLC: executive officer → executive officer, promoter · Steven Simpson's role changed at CoastEdge Real Estate, LLC: executive officer → executive officer, promoter · and 2 more

What this means Roles on Form D are self-reported. Ask who runs the company today.

Form D/A · Aug 11, 2023 ↗Form D/A · Aug 6, 2024 ↗Steven Simpson — PartnerFacts page ↗CoastEdge Private Equity LLC — PartnerFacts page ↗
Sources
Note · Jan 7, 2019 – Jun 25, 2021

Offering amount changed between filings — CoastEdge Venture Capital, LLC

The Jan 7, 2019 filing says $7,100,000 offered; the Jun 25, 2021 Form D/A says an indefinite amount.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Jan 7, 2019 ↗Form D/A (later) · Jun 25, 2021 ↗CoastEdge Venture Capital, LLC — PartnerFacts page ↗
Sources
Note · Dec 19, 2022 – Oct 27, 2023

Minimum investment changed between filings — CoastEdge Distressed & Special Situations Fund LLC

The Dec 19, 2022 filing lists a minimum of $50,000; the Oct 27, 2023 Form D/A lists $200,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Dec 19, 2022 ↗Form D/A (later) · Oct 27, 2023 ↗CoastEdge Distressed & Special Situations Fund LLC — PartnerFacts page ↗
Sources
Note · Sep 28, 2012 – May 11, 2015

Reported net asset value range changed between filings — CoastEdge Focus Fund Offshore LLC

"Over $100,000,000" (Sep 28, 2012); then "$5,000,001 - $25,000,000" (Sep 19, 2014); then "Decline to Disclose" (May 11, 2015).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · Sep 28, 2012 ↗Form D/A · Sep 19, 2014 ↗Form D/A · May 11, 2015 ↗CoastEdge Focus Fund Offshore LLC — PartnerFacts page ↗
Sources
Note · Mar 15, 2012 – May 11, 2015

Reported net asset value range changed between filings — CoastEdge Focus Fund, LP

"$25,000,001 - $50,000,000" (Mar 15, 2012); then "Decline to Disclose" (May 11, 2015).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · Mar 15, 2012 ↗Form D/A · May 11, 2015 ↗CoastEdge Focus Fund, LP — PartnerFacts page ↗
Sources
Note · Mar 12, 2014 – Feb 23, 2017

Same name, different state: "Steven B. Simpson" (A1) is a separate record

This page covers filings where the address state is CA. A separate record, "Steven B. Simpson" with address state A1, is listed on 4 filings — most recently by Goldsource Mines Inc. (Feb 23, 2017). The two records do not overlap in time: this page runs May 4, 2017 to Sep 25, 2026; the other runs Mar 12, 2014 to Feb 23, 2017.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Steven B. Simpson (A1) — PartnerFacts page ↗Form D · Feb 23, 2017 ↗Goldsource Mines Inc. — PartnerFacts page ↗Steven Simpson (CA) — this page ↗
Sources
Note · Mar 15, 2012 – May 21, 2025

10 address changes between filings

Address moved from La Jolla, CA to San Diego, CA — CoastEdge Venture Capital, LLC · Address moved from La Jolla, CA to San Diego, CA — CoastEdge Private Credit, LLC · Address moved from La Jolla, CA to San Diego, CA — CoastEdge Real Estate, LLC · Address moved from La Jolla, CA to San Diego, CA — CoastEdge Private Equity LLC · Address moved from La Jolla, CA to San Diego, CA — CoastEdge Alternative Total Return, LLC · and 5 more

What this means Businesses move. If you were told one city and the forms say another, ask which is current.

Form D/A · Jun 12, 2024 ↗Form D/A · May 21, 2025 ↗CoastEdge Venture Capital, LLC — PartnerFacts page ↗Form D/A · Oct 2, 2024 ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 58 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

None reported on 12 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 25, 2026 D/A
CoastEdge Venture Capital, LLC
File 021-329764
$0$0$0None listed on this filingEDGAR ↗
May 21, 2026 D/A
CoastEdge Focus Fund Offshore LLC
File 021-184795
$0$0$0None listed on this filingEDGAR ↗
May 21, 2026 D/A
CoastEdge Distressed & Special Situations Fund LLC
File 021-366224
$0$0$0None listed on this filingEDGAR ↗
May 21, 2026 D/A
CoastEdge Alternative Total Return, LLC
File 021-404306
$0$0$0None listed on this filingEDGAR ↗
May 21, 2026 D/A
CoastEdge Private Equity LLC
File 021-404308
$0$0$0None listed on this filingEDGAR ↗
May 21, 2026 D/A
CoastEdge Real Estate, LLC
File 021-404309
$0$0$0None listed on this filingEDGAR ↗
May 21, 2026 D/A
CoastEdge Private Credit, LLC
File 021-493747
$0$0$0None listed on this filingEDGAR ↗
May 20, 2026 D/A
CoastEdge Focus Fund, LP
File 021-175023
$0$0$0None listed on this filingEDGAR ↗
Dec 17, 2025 D/A
CoastEdge Opportunity Fund XIII, LLC
File 021-533103
$0$0$0None listed on this filingEDGAR ↗
Dec 6, 2023 D/A
CoastEdge Opportunity Fund XII, LLC
File 021-467907
$0$0$0None listed on this filingEDGAR ↗
Aug 12, 2019 D
CoastEdge Opportunity Fund XI, LLC
File 021-346275
$0$0$0None listed on this filingEDGAR ↗
Nov 1, 2017 D
CoastEdge Opportunity Fund IX, LLC
File 021-297853
$0$0$0None listed on this filingEDGAR ↗

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 12

Every issuer that named Steven Simpson on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

CV
Pooled Investment Fund · group: Coastedge

CoastEdge Venture Capital, LLC

San Diego, CA · Jan 7, 2019 → Sep 25, 2026 · 8 filings
  • Sep 25, 2026 · D/A · $25,653,900 sold of Indefinite · 66 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners LLC) EDGAR ↗
  • Sep 26, 2025 · D/A · $25,453,900 sold of Indefinite · 66 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners LLC) EDGAR ↗
  • May 21, 2025 · D/A · $22,843,900 sold of Indefinite · 58 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners LLC) EDGAR ↗
  • Jun 12, 2024 · D/A · $22,843,900 sold of Indefinite · 58 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners LLC) EDGAR ↗
  • Jun 14, 2023 · D/A · $22,843,900 sold of Indefinite · 58 investors · min. $200,000 · role: Executive Officer (Managing Partner of CoastEdge Partners LLC) EDGAR ↗
  • Nov 14, 2022 · D/A · $17,733,900 sold of Indefinite · 43 investors · min. $200,000 · role: Executive Officer (Managing Partner of CoastEdge Partners LLC) EDGAR ↗
  • Jun 25, 2021 · D/A · $13,233,900 sold of Indefinite · 35 investors · min. $200,000 · role: Executive Officer (Managing Partner) EDGAR ↗
  • Jan 7, 2019 · D · $7,100,000 sold of $7,100,000 · 16 investors · min. $200,000 · role: Executive Officer (Managing Partner) EDGAR ↗

Raised $25.7M from 66 investors as of the latest filing. Steven is listed as executive officer, promoter on 8 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CR
Pooled Investment Fund · group: Coastedge

CoastEdge Real Estate, LLC

San Diego, CA · Jun 25, 2021 → May 21, 2026 · 7 filings
  • May 21, 2026 · D/A · $17,825,000 sold of Indefinite · 54 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners, LLC) EDGAR ↗
  • May 21, 2025 · D/A · $17,825,000 sold of Indefinite · 49 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners, LLC) EDGAR ↗
  • Feb 24, 2025 · D/A · $17,825,000 sold of Indefinite · 49 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners, LLC) EDGAR ↗
  • Feb 15, 2024 · D/A · $17,825,000 sold of Indefinite · 49 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners, LLC) EDGAR ↗
  • Jun 14, 2023 · D/A · $14,260,000 sold of Indefinite · 46 investors · min. $200,000 · role: Executive Officer (Managing Partner of CoastEdge Partners, LLC) EDGAR ↗
  • Mar 20, 2023 · D/A · $8,675,000 sold of Indefinite · 30 investors · min. $200,000 · role: Executive Officer (Managing Partner of CoastEdge Partners, LLC) EDGAR ↗
  • Jun 25, 2021 · D · $8,975,000 sold of Indefinite · 30 investors · min. $200,000 · role: Executive Officer (Managing Partner) EDGAR ↗

Raised $17.8M from 54 investors as of the latest filing. Steven is listed as executive officer, promoter on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CP
Pooled Investment Fund · group: Coastedge

CoastEdge Private Equity LLC

San Diego, CA · Jun 25, 2021 → May 21, 2026 · 6 filings
  • May 21, 2026 · D/A · $24,321,000 sold of Indefinite · 66 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Partner of the Investment Manager of the Issuer) EDGAR ↗
  • May 21, 2025 · D/A · $24,321,000 sold of Indefinite · 61 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Partner of the Investment Manager of the Issuer) EDGAR ↗
  • Aug 6, 2024 · D/A · $24,321,000 sold of Indefinite · 61 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Partner of the Investment Manager of the Issuer) EDGAR ↗
  • Aug 11, 2023 · D/A · $24,321,000 sold of Indefinite · 61 investors · min. $200,000 · role: Executive Officer (Managing Partner) EDGAR ↗
  • Nov 14, 2022 · D/A · $20,045,000 sold of Indefinite · 51 investors · min. $200,000 · role: Executive Officer (Managing Partner) EDGAR ↗
  • Jun 25, 2021 · D · $6,790,000 sold of Indefinite · 23 investors · min. $200,000 · role: Executive Officer (Managing Partner) EDGAR ↗

Raised $24.3M from 66 investors as of the latest filing. Steven is listed as executive officer, promoter on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CP
Pooled Investment Fund · group: Coastedge

CoastEdge Private Credit, LLC

San Diego, CA · Oct 4, 2023 → May 21, 2026 · 4 filings
  • May 21, 2026 · D/A · $6,801,000 sold of Indefinite · 24 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Member of CoastEdge Partners LLC) EDGAR ↗
  • May 21, 2025 · D/A · $6,801,000 sold of Indefinite · 24 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Member of CoastEdge Partners LLC) EDGAR ↗
  • Oct 2, 2024 · D/A · $6,801,000 sold of Indefinite · 24 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Member of CoastEdge Partners LLC) EDGAR ↗
  • Oct 4, 2023 · D · $6,801,000 sold of Indefinite · 24 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Member of CoastEdge Partners LLC) EDGAR ↗

Raised $6.8M from 24 investors as of the latest filing. Steven is listed as executive officer, promoter on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CF
Pooled Investment Fund · group: Coastedge

CoastEdge Focus Fund Offshore LLC

San Diego, CA · May 4, 2017 → May 21, 2026 · 7 filings
  • May 21, 2026 · D/A · $27,034,708 sold of Indefinite · 50 investors · min. $500,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners, LLC) EDGAR ↗
  • May 21, 2025 · D/A · $24,449,708 sold of Indefinite · 40 investors · min. $500,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners, LLC) EDGAR ↗
  • Mar 19, 2025 · D/A · $24,409,708 sold of Indefinite · 40 investors · min. $500,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners, LLC) EDGAR ↗
  • Mar 19, 2024 · D/A · $23,484,708 sold of Indefinite · 36 investors · min. $500,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners, LLC) EDGAR ↗
  • Mar 20, 2023 · D/A · $22,519,708 sold of Indefinite · 34 investors · min. $500,000 · role: Executive Officer (Managing Partner of CoastEdge Partners, LLC) EDGAR ↗
  • May 7, 2018 · D/A · $16,860,216 sold of Indefinite · 10 investors · min. $500,000 · role: Executive Officer (Managing Partner of CoastEdge Partners, LLC) EDGAR ↗
  • May 4, 2017 · D/A · $16,860,216 sold of Indefinite · 10 investors · min. $500,000 · role: Executive Officer (Managing Partner of CoastEdge Partners, LLC) EDGAR ↗

Raised $27M from 50 investors as of the latest filing. Steven is listed as executive officer, promoter on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CD
Pooled Investment Fund · group: Coastedge

CoastEdge Distressed & Special Situations Fund LLC

San Diego, CA · May 4, 2020 → May 21, 2026 · 7 filings
  • May 21, 2026 · D/A · $22,350,000 sold of Indefinite · 87 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners LLC) EDGAR ↗
  • May 21, 2025 · D/A · $22,350,000 sold of Indefinite · 76 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners LLC) EDGAR ↗
  • Oct 3, 2024 · D/A · $22,350,000 sold of Indefinite · 76 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners LLC) EDGAR ↗
  • Oct 27, 2023 · D/A · $22,350,000 sold of Indefinite · 76 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners LLC) EDGAR ↗
  • Dec 19, 2022 · D/A · $22,350,000 sold of Indefinite · 76 investors · min. $50,000 · role: Executive Officer (Managing Partner of CoastEdge Partners LLC) EDGAR ↗
  • Aug 24, 2021 · D/A · $16,000,000 sold of Indefinite · 52 investors · min. $50,000 · role: Executive Officer (Managing Partner) EDGAR ↗
  • May 4, 2020 · D · $12,975,000 sold of Indefinite · 40 investors · min. $50,000 · role: Executive Officer (Managing Partner) EDGAR ↗

Raised $22.4M from 87 investors as of the latest filing. Steven is listed as executive officer, promoter on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CA
Pooled Investment Fund · group: Coastedge

CoastEdge Alternative Total Return, LLC

San Diego, CA · Jun 25, 2021 → May 21, 2026 · 6 filings
  • May 21, 2026 · D/A · $15,695,000 sold of Indefinite · 51 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners LLC) EDGAR ↗
  • May 21, 2025 · D/A · $15,695,000 sold of Indefinite · 47 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners LLC) EDGAR ↗
  • Jun 12, 2024 · D/A · $15,695,000 sold of Indefinite · 47 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners LLC) EDGAR ↗
  • Jun 14, 2023 · D/A · $15,695,000 sold of Indefinite · 47 investors · min. $200,000 · role: Executive Officer (Managing Partner of CoastEdge Partners LLC) EDGAR ↗
  • Nov 14, 2022 · D/A · $10,460,000 sold of Indefinite · 34 investors · min. $200,000 · role: Executive Officer (Managing Partner of CoastEdge Partners LLC) EDGAR ↗
  • Jun 25, 2021 · D · $5,960,000 sold of Indefinite · 23 investors · min. $200,000 · role: Executive Officer (Managing Partner) EDGAR ↗

Raised $15.7M from 51 investors as of the latest filing. Steven is listed as executive officer, promoter on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CF
Pooled Investment Fund · group: Coastedge

CoastEdge Focus Fund, LP

San Diego, CA · May 4, 2017 → May 20, 2026 · 7 filings
  • May 20, 2026 · D/A · $99,753,715 sold of Indefinite · 163 investors · min. $1,000,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners LLC, Manager) EDGAR ↗
  • May 20, 2025 · D/A · $98,813,715 sold of Indefinite · 128 investors · min. $1,000,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners LLC, Manager) EDGAR ↗
  • Oct 22, 2024 · D/A · $96,997,590 sold of Indefinite · 126 investors · min. $1,000,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners LLC, Manager) EDGAR ↗
  • Oct 27, 2023 · D/A · $96,997,590 sold of Indefinite · 126 investors · min. $1,000,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners LLC, Manager) EDGAR ↗
  • Nov 2, 2022 · D/A · $93,808,972 sold of Indefinite · 119 investors · min. $1,000,000 · role: Executive Officer (Managing Partner of CoastEdge Partners LLC, Manager) EDGAR ↗
  • May 7, 2018 · D/A · $110,788,139 sold of Indefinite · 86 investors · min. $1,000,000 · role: Executive Officer (Managing Partner of CoastEdge Partners LLC, Manager) EDGAR ↗
  • May 4, 2017 · D/A · $106,122,139 sold of Indefinite · 80 investors · min. $1,000,000 · role: Executive Officer (Managing Partner of CoastEdge Partners LLC, Manager) EDGAR ↗

Raised $110.8M from 163 investors as of the latest filing. Steven is listed as executive officer, promoter on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CO
Pooled Investment Fund · group: Coastedge

CoastEdge Opportunity Fund XIII, LLC

San Diego, CA · Dec 23, 2024 → Dec 17, 2025 · 2 filings
  • Dec 17, 2025 · D/A · $17,740,000 sold of Indefinite · 37 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners LLC) EDGAR ↗
  • Dec 23, 2024 · D · $15,590,000 sold of Indefinite · 33 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners LLC) EDGAR ↗

Raised $17.7M from 37 investors as of the latest filing. Steven is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CO
Pooled Investment Fund · group: Coastedge

CoastEdge Opportunity Fund XII, LLC

La Jolla, CA · Dec 19, 2022 → Dec 6, 2023 · 2 filings
  • Dec 6, 2023 · D/A · $13,300,000 sold of Indefinite · 24 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners LLC) EDGAR ↗
  • Dec 19, 2022 · D · $0 sold of Indefinite · 0 investors · min. $200,000 · role: Executive Officer, Promoter (Managing Partner of CoastEdge Partners LLC) EDGAR ↗

Raised $13.3M from 24 investors as of the latest filing. Steven is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CO
Pooled Investment Fund · group: Coastedge

CoastEdge Opportunity Fund XI, LLC

La Jolla, CA · Aug 12, 2019
  • Aug 12, 2019 · D · $9,750,000 sold of Indefinite · 28 investors · min. $200,000 · role: Executive Officer (Managing Partner) EDGAR ↗

Raised $9.75M from 28 investors as of the latest filing. Steven is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CO
Pooled Investment Fund · group: Coastedge

CoastEdge Opportunity Fund IX, LLC

La Jolla, CA · Nov 1, 2017
  • Nov 1, 2017 · D · $7,000,000 sold of $7,000,000 · 27 investors · min. $82,500 · role: Executive Officer (Managing Partner) EDGAR ↗

Raised $7M from 27 investors (100% of the $7M target) as of the latest filing. Steven is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other pages with the same name (1)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Steven B. Simpson — British Columbia, Canada (as filed: A1), 1 issuer, Mar 12, 2014 → Feb 23, 2017 · no shared issuer

People around Steven 4

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

CP
Management entity

CoastEdge Partners LLC

Executive Officer, Promoter · 24 shared filings (6 issuers)

CoastEdge Partners LLC is on 6 issuers in total — a repeat sponsor. Their page lists every one.

JC
Management entity

J. CoastEdge Partners LLC

Executive Officer, Promoter · 21 shared filings (4 issuers)

Listed on the same filings as Steven Simpson. Their page shows their other deals.

RE
No photo found yet (own website and image search run after this page is viewed)
Person

Richard J. Effress

Executive Officer, Promoter · 58 shared filings (12 issuers) · also on 7 other issuers

Richard J. Effress is on 19 issuers in total — a repeat sponsor. Their page lists every one.

AP
No photo found yet (own website and image search run after this page is viewed)
Person

Alex Ponchak

Executive Officer · 45 shared filings (10 issuers)

Alex Ponchak is on 10 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

C
Sponsor group

Coastedge

19 issuers · 83 filings · $332.3M reported sold · 2011–2026

One team, 19 deal companies. Steven Simpson is listed on 12 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Steven Simpson.

Same business address

14 other issuers file from the same address

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 6 of the 12 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): CoastEdge Real Estate, LLC, CoastEdge Private Equity LLC, CoastEdge Alternative Total Return, LLC, CoastEdge Private Credit, LLC, CoastEdge Opportunity Fund XIII, LLC, CoastEdge Opportunity Fund XII, LLC.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Steven Simpson by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 12 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Steven Simpson is listed on: none on file. No website or social profile named in CoastEdge Focus Fund, LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #25,733 of 374,652 in line (1,189 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (San Diego, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗California — find the county court ↗Los Angeles Superior Court case search ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

California Secretary of State business search ↗OpenCorporates ↗

Change history

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