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 a limited liability company that operates as a hedge-fund manager focused on institutional clients. The firm is registered with the SEC (registration year listed as 2026) and is owned by an individual. Its advisory work centers on portfolio management for pooled investment vehicles, and it also identifies as a CPO/CTA, indicating experience running or advising commodity pools and trading futures or other derivatives. Compensation includes a percentage-of-assets fee and performance-based fees. The firm does not identify as an ESG investor and is not set up as a capital allocator to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Robert Klein

    Robert Klein

    FounderCRD 1254422

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 1

Active vs passive

$1.6M in ETFs

Passive

100%

$1.6M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD MINISHARES TRUST (GLDM)State StreetPassiveCommodities Focused$1.6M20,200100.00%

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth