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 organized as an LLC and is registered with the SEC as of 2026. The firm is classified as a hedge fund manager that serves an institutional client base and operates primarily through pooled investment vehicles. Its reported business activities include functioning as a CPO or CTA and providing portfolio management for pooled funds. Compensation includes both a percentage-of-AUM component and performance-based fees. The firm does not identify as an active ESG investor and is not described as a capital allocator or pension consultant.
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 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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