Karl Kapital

RIASEC RegisteredEst. 2024
Total AUM
$268M
Discretionary
$268M
100% of AUM
Avg account
$38.3M
Accounts
7
Employees
6
Advisory reps
2

Firm details

Headquarters
San Francisco, California
CRD number
333558
Registered since
November 18, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Karl Kapital is an LLC that operates as a hedge fund manager serving institutional clients. The firm is SEC-registered (2024) and presents itself as a commodity pool operator/commodity trading advisor (CPO/CTA) that provides portfolio management for pooled investment vehicles. Its fee arrangement combines a percentage-of-assets component with performance-based fees. Karl Kapital does not identify as an active ESG investor and is not designated as a multi-state adviser or a capital allocator; it also reports roles as sponsor, general partner, and managing member of pooled vehicles.

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

2 of 2
  • Rachael Clarke

    Rachael Clarke

    Managing PartnerCRD 4074234

  • Andrew Del Medico

    Andrew Del Medico

    Partner, Portfolio ManagerCRD 5762638

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
260 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth