KARL KAPITAL

RIASEC RegisteredEst. 2024
Total AUM
$268M
Discretionary
$268M
100% of AUM
Avg account
$38.3M
Accounts
7
Employees
6
Advisory reps
2

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
333558
Registered since
November 18, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Karl Kapital is an LLC operating as a hedge fund manager and registered with the SEC in 2024. The firm functions as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles. Its business model combines sponsoring and serving as GP/managing member of private funds with direct management responsibility for those pooled vehicles. The firm targets institutional clients and structures fees as a combination of a percentage-of-assets-under-management plus performance-based fees. Investment activity skews toward running and managing hedge fund strategies within its own pooled vehicles while selectively allocating to third‑party managers in alternatives. Karl Kapital is not an active ESG investor and does not present itself as a multi‑state adviser or a capital allocator; instead, it appears focused on operating and monetizing its own private funds and related trading programs.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • RACHAEL CLARKE

    Managing PartnerCRD 4074234

  • ANDREW DEL MEDICO

    Partner, Portfolio ManagerCRD 5762638

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
260 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth