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 an SEC-registered limited liability company that began registration in 2023 and is owned by an individual. The firm shows a concentrated, outcome-oriented fee model—combining fixed fees with performance-based fees—which typically signals an active investment approach and alignment of manager compensation with results. The adviser is classified as unclassified and reports no activity as a capital allocator or an active ESG investor. All reported assets are managed on a discretionary basis. Public detail on client segmentation, target asset classes, or manager allocation preferences is not provided. Given the fee structure and the small number of large accounts, the firm is likely focused on bespoke mandates or concentrated strategies rather than broad retail advisory platforms.
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 3MATTHEW KLIBER
FounderCRD 2707487
AHMAD RASHIDI
CCOCRD 6124515
KATHERINE LOCK
AnalystCRD 6124511
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, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 16236 San Dieguito Rd
- Time zone
- PT (UTC-8)
- Office locations
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