Medici Capital LLC

RIASEC RegisteredEst. 2026
Total AUM
$216M
Discretionary
$216M
100% of AUM
Avg account
$108M
Accounts
2
Employees
2
Advisory reps
1

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

FINTRX

Overview

Medici Capital LLC is structured as an LLC and operates as a hedge fund manager serving institutional clients. The firm is registered with the SEC as of 2026 and is owned by an individual. Its advisory work focuses on portfolio management for pooled investment vehicles and it is also identified as a CPO/CTA, indicating involvement with commodity pool or managed-futures style structures. Compensation combines a percentage-of-AUM basis with performance-based fees. Medici Capital is not positioned as an active ESG investor, is not multi-state, and does not list pension consulting or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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
  • Robert Klein

    Robert Klein

    FounderCRD 1254422

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$2.1M in ETFs

Passive

100%

$2.1M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD MINISHARES TRUST (GLDM)State StreetPassiveCommodities Focused$2.1M22,700100.00%

Location

Primary office

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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