{
  "crd_number": 308394,
  "slug": "medici-capital-llc-newport-beach-ca-308394",
  "primary_business_name": "MEDICI CAPITAL LLC",
  "legal_name": "MEDICI CAPITAL LLC",
  "dbas": [],
  "city": "Newport Beach",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-05-01",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-15",
  "carried_forward": false,
  "raum_total": 215842119.0,
  "raum_discretionary": 215842119.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 215842119.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://behance.net/bobkleinnewportbeach",
    "https://bobkleinnewport.medium.com",
    "https://bobkleinnewportbeach.blogspot.com",
    "https://bobkleinnewportbeach.contently.com",
    "https://bobkleinnewportbeach.mystrikingly.com",
    "https://bobkleinnewportbeach.tumblr.com",
    "https://bobkleinnewportbeach.wordpress.com",
    "https://cakeresume.com/bob-klein",
    "https://crunchbase.com/person/bob-klein-9b1f",
    "https://elephantjournal.com/profile/bobkleinnewport",
    "https://facebook.com/bob.klein.9256",
    "https://instagram.com/klein_bob",
    "https://issuu.com/bobkleinjpmorgan",
    "https://linkedin.com/company/medicicapital",
    "https://medicicapitalfunds.com",
    "https://patch.com/users/bob-klein",
    "https://quora.com/profile/Bob-Klein-27",
    "https://soundcloud.com/bob-klein-809376205",
    "https://twitter.com/bobkleinmedici",
    "https://us.bebee.com/bee/bob-klein-newport-beach",
    "https://youtu.be/hyA5KyXMfvw",
    "https://youtube.com/channel/UC3EqOLsisPwf_vcEum9ofAg"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/308394",
  "city_as_filed": "NEWPORT BEACH",
  "url": "https://advisorcensus.com/firm/medici-capital-llc-newport-beach-ca-308394",
  "display_name": "Medici Capital LLC",
  "summary": "Medici Capital LLC is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.",
  "citation": "AdvisorCensus. Medici Capital LLC (CRD 308394): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Medici Capital LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Medici Capital LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Medici Capital LLC located?",
      "a": "Medici Capital LLC's principal office is in Newport Beach, CA, according to its Form ADV."
    },
    {
      "q": "Is Medici Capital LLC registered with the SEC or a state?",
      "a": "Medici Capital LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 308394."
    },
    {
      "q": "How much does Medici Capital LLC manage?",
      "a": "Medici Capital LLC reports $215,842,119 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Medici Capital LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Does Medici Capital LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/308394"
    },
    {
      "q": "Does Medici Capital LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 1, 2026 says: \"The minimum initial investment in each Fund is $1,000,000, subject to waiver at the discretion of the General Partner.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-05-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-05-05"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-05-18"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-05-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-07-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 215842119.0,
      "total_employees": 2,
      "filing_date": "2026-07-15"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 1, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The minimum initial investment in each Fund is $1,000,000, subject to waiver at the discretion of the General Partner."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The minimum initial investment in each Fund is $1,000,000, subject to waiver at the discretion of the General Partner."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/medici-capital-llc-newport-beach-ca-308394.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 215842119.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/308394",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}