Trachtenberg Capital Management, LLC

Overview

Trachtenberg Capital Management, LLC is a small, client-focused investment adviser organized as a limited liability company that provides portfolio management for individuals and small businesses. The firm charges clients via a mix of percentage-of-AUM fees, hourly charges and fixed fees. Its stated client base is individual and family investors, and it does not position itself as an ESG-focused or pension consultant adviser. Investment activity centers on equity allocation: the adviser favors exchange-traded equities as its primary building block and supplements those positions with mutual funds and separately managed account strategies. Trachtenberg Capital Management, LLC operates with a largely discretionary mandate across client relationships, indicating it executes investment decisions on behalf of most clients while retaining some non-discretionary relationships.

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Location & Offices