Medici Capital LLC

RIASEC RegisteredEst. 2026
Total AUM
$216M
Discretionary
$216M
100% of AUM
Avg account
$108M
Accounts
2
Employees
2
Advisory reps
1

Firm details

Headquarters
Newport Beach, California
CRD number
308394
Registered since
May 1, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Medici Capital LLC is organized as an LLC and is registered with the SEC as of 2026. The firm is classified as a hedge fund manager that serves an institutional client base and operates primarily through pooled investment vehicles. Its reported business activities include functioning as a CPO or CTA and providing portfolio management for pooled funds. Compensation includes both a percentage-of-AUM component and performance-based fees. The firm does not identify as an active ESG investor and is not described as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Robert Klein

    CRD 1254422

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

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ETF holdings

1 of 1

Active vs passive

$2.1M in ETFs

Passive

100%

$2.1M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD MINISHARES TRUST (GLDM)State StreetPassiveCommodities Focused$2.1M22,700100.00%

Location

Primary office

Newport Beach, CA

Orange

Location

Newport Beach, CA

Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
520 Newport Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth