MEDICI CAPITAL LLC
MEDICI CAPITAL LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 308394). Regulatory assets under management: $215.8M.
Registration
- CRD: 308394
- SEC file number: 801-136169
- Type: Registered investment adviser
- Location: 520 NEWPORT CENTER DRIVE, SUITE 620, NEWPORT BEACH, CA, 92660
- Phone: (949) 706-1455
- Latest filing: 2026-07-15
- Regulatory AUM: $215.8M
- Discretionary AUM: $215.8M
- Clients: 2
- Accounts: 2
Business model
Compensation: % of AUM, Performance.
Clients served: Investment cos.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Robert Owen Klein | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| KLEIN ROBERT OWEN | MANAGING MEMBER | — |
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