Medici Capital LLC
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
FINTRXOverview
Medici Capital LLC is a limited liability company that operates as a hedge-fund manager focused on institutional clients. The firm is registered with the SEC (registration year listed as 2026) and is owned by an individual. Its advisory work centers on portfolio management for pooled investment vehicles, and it also identifies as a CPO/CTA, indicating experience running or advising commodity pools and trading futures or other derivatives. Compensation includes a percentage-of-assets fee and performance-based fees. The firm does not identify as an ESG investor and is not set up as a capital allocator to third-party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
1 of 1
Robert Klein
FounderCRD 1254422
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$1.6M in ETFs
100%
$1.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD MINISHARES TRUST (GLDM) | State Street | Passive | Commodities Focused | $1.6M | 20,200 | 100.00% |
Location
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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