Gracian Capital LLC
Firm details
- Headquarters
- Rancho Santa Fe, California
- CRD number
- 328687
- Registered since
- November 6, 2023
- Fee structure
- Fixed Fees, Performance Based Fees
Firm profile
FINTRXOverview
Gracian Capital LLC is a California-registered, individually owned limited liability company that operates as an independent registered investment adviser. The firm reports a fee model that combines fixed fees with performance-based fees. Its publicly supplied profile indicates it is not a capital allocator and does not identify as an active ESG investor, a multi-state adviser, or a pension consultant. The available disclosures do not include details about client segments, specific advisory services, or the firm’s investment process. Those gaps, along with the small account count reported, suggest Gracian Capital runs a narrowly focused practice rather than a broad retail platform.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Katherine Lock
AnalystCRD 6124511

Ahmad Rashidi
CCOCRD 6124515

Matthew Kliber
FounderCRD 2707487
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rancho Santa Fe, CA
San Diego
Location
Rancho Santa Fe, CA
Headquartered in Rancho Santa Fe, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 16236 San Dieguito Rd
- Time zone
- PT (UTC-8)
- Office locations
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