Mark D. Coe

INTRINSIC EDGE CAPITAL MANAGEMENT LLC

Miami, FL

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CRD#: 2475757

Professional summary

Mark David Coe, CFA is a registered financial advisor currently at INTRINSIC EDGE CAPITAL MANAGEMENT LLC located in Miami, Florida.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Mark has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INTRINSIC EDGE CAPITAL MGMT LLC-INVESTMENT RELATED-Chicago Managing member and 100% FAMILY OWNED, AND MANAGED BY MR. COE AS TRUSTEE FOR TRUSTS-10/2016; Aprox 160 Hrs a month ALL TO OCCUR DURING MKT. HOURS; COE CAPITAL MGMT LLC-100% FAMILY OWNED, AND MANAGED BY MR. COE AS TRUSTEE FOR TRUSTS, INVESTMENT Related-Deerfield 10/2002. 20 HRS/MONTH part TO OCCUR DURING MKT. HOURS, INTRINSIC HOLDINGS, LLC- MANAGING MEMBER OF THE GENERAL PARTNER OF 4 HEDGE FUNDS MANAGED BY COE CAPITAL MGMT. COE INVESTMENT PARTNERSHIP- CA FAMILY PARTNERSHIP (50% OWNERSHIP BY MR. COE) & COE REAL ESTATE PARTNERSHIP - IL FAMILY PARTNERSHIP (100% OWNERSHIP) - BOTH OF THE THESE PASSIVE INVESTMENTS IN BUSINESS AND REAL ESTATE; KESHET - INVESTMENT RELATED - NORTHBROOK, IL CHAIRMAN OF INVESTMENT COMMITTEE - START 1/2003- 10 HRS/YR, 5 DURING MKT HRS; MEMBER OF BOARD OF TRUSTEES - START 1/2005-10 HRS/YR, 5 DURING MKT HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark David Coe's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

November 1, 2016 - Present

INTRINSIC EDGE CAPITAL MANAGEMENT LLC

RIA

CRD#: 285034

Miami, FL

Past

July 8, 2010 - March 7, 2011

B. RILEY & CO., LLC

CRD#: 40355

LINCOLNSHIRE, IL

Past

July 1, 2005 - July 1, 2010

LADENBURG THALMANN & CO. INC.

CRD#: 505

LINCONSHIRE, IL

Past

October 22, 1999 - October 31, 2016

COE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 112447

DEERFIELD, IL

Past

April 19, 1999 - December 10, 2004

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

LINCOLNSHIRE, IL

Past

April 16, 1999 - July 5, 2005

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

SAN DIEGO, CA

Past

April 18, 1994 - May 12, 1999

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTRINSIC EDGE CAPITAL MANAGEMENT LLC

CRD#: 285034 / SEC#: 801-108425

RIA

Registered Investment Advisory firm - (9/21/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/3/2017)

IAR

Illinois
(11/1/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/10/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/6/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/6/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/29/1999

General Securities Principal Examination

Current Firm

INTRINSIC EDGE CAPITAL MANAGEMENT LLC

CRD#: 285034 / SEC#: 801-108425

RIA

Registered Investment Advisory firm - (9/21/2016 Approved)

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Contact information

Main Address

180 North Lasalle Street Suite 1800, Chicago, IL 60601

Mailing Address

Phone number

(312) 734-1094

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

IECM ADV PART 2 03/27/2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	16
AUM (Assets Under Management)	$ 1,249,446,254

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mark D. Coe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark David Coe's CRS (Customer Relationship Summary).

Certified licenses

Experience

B. RILEY & CO., LLC

LADENBURG THALMANN & CO. INC.

COE CAPITAL MANAGEMENT, LLC

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

INTRINSIC EDGE CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/10/1996

Series 63

Date: 6/6/1994

Series 7

Date: 4/6/1994

Series 24

Date: 11/29/1999

Current Firm

INTRINSIC EDGE CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTRINSIC EDGE CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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