MEDICI CAPITAL PARTNERS MANAGEMENT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN JOSE, California
CRD number
317585

Firm profile

FINTRX

Overview

Medici Capital Partners Management LLC is organized as a limited liability company under individual ownership and appears to operate primarily as a sponsor and general partner for pooled investment vehicles. The firm’s public profile emphasizes its role packaging and managing private pooled funds rather than running a traditional advisory business for retail accounts. It is not identified as an active ESG investor, is not classified as a multi-state adviser, and is not labeled a capital allocator in the dataset.

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

1 of 1
  • RICHARD YEN

    Founder & Managing PartnerCRD 2643082

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN JOSE, CA

SANTA CLARA

Location

SAN JOSE, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
2033 Gateway Pl
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth