Silver Coast Investments LLC
Silver Coast Investments LLC is a San Diego, California-based investment adviser and asset management firm, regulated under SEC CIK 0002012033. The firm was founded in 2011 and currently manages discretionary assets for various clients, including high net worth individuals and pension plans. As of 2024, it employs approximately 9 professionals, all focused on investment management. Silver Coast primarily serves U.S.-based clients such as individuals, high net worth investors, pension and profit-sharing plans, and select charitable organizations.
Investment Strategy
Silver Coast Investments LLC implements a diversified investment strategy, primarily managing portfolios for individuals, high net worth clients, and institutional investors. The firm invests across public equities and ETF sectors, including technology, energy, and biotech, with a notable focus on risk-adjusted returns and long-term capital growth. As a fully discretionary adviser, it seeks to balance return objectives with active risk management, leveraging both broad market exposures and tactical allocations to select opportunities in key sectors. The firm does not engage in broker activities and maintains its focus on both growth and income strategies, as reflected in its holdings and client composition.
Top Holdings
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IQLT | ISHARES TR | 13.27% | $36.5M | 844,854 | $37.78 | $43.22 | +$3.2M |
D DGRO | ISHARES TR | 10.18% | $28.0M | 437,960 | $54.07 | $63.94 | -$10.4K |
S SCHD | SCHWAB STRATEGIC TR | 9.19% | $25.3M | 954,063 | $25.49 | $26.50 | -$3.7M |
V VBR | VANGUARD INDEX FDS | 8.35% | $23.0M | 117,826 | $186.69 | $195.01 | +$10.3M |
V VWO | VANGUARD INTL EQUITY INDEX F | 6.38% | $17.6M | 355,006 | $41.28 | $49.46 | +$1.3M |