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 structured as a limited liability company that operates as a hedge fund manager and is listed with an SEC registration year of 2026. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles; its stated business activity classification includes CPO/CTA. Fee arrangements combine a percentage-of-assets component with performance-based fees. The ownership is listed as individual, the adviser is not flagged as a multi-state or related adviser, and the firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1ROBERT KLEIN
CRD 1254422
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$2.1M in ETFs
100%
$2.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD MINISHARES TRUST (GLDM) | State Street | Passive | Commodities Focused | $2.1M | 22,700 | 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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