Trace Capital
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 343579
- Registered since
- October 5, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Trace Capital is an LLC that operates as a venture capital manager focused on pooled investment vehicles for institutional investors. The firm is registered with the SEC, having completed registration in 2026. Governance and deal execution appear oriented around fund-level sponsorship: Trace Capital serves as sponsor, general partner and managing member of the pooled vehicles it runs. Its advisory mandate is portfolio management for pooled investment vehicles rather than direct wealth management for retail clients. Fee arrangements combine a percent-of-assets management fee with performance-based compensation. Trace Capital reports an institutional client base and does not present itself as an active ESG investor. The firm is organized with individual ownership and is not listed as a multi-state or newly formed adviser.
Assets & Accounts
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
Owners & executives
1 of 1Harris Bogner
Chief Compliance OfficerCRD 2758877
Contacts
1 of 1
Benjamin Mahdavi
Co-Founder & Managing PartnerCRD 4862040
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 6100 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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