# Medici Capital LLC

> 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.

- CRD: 308394
- Filed as: MEDICI CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308394
- AdvisorCensus page: https://advisorcensus.com/firm/medici-capital-llc-newport-beach-ca-308394

## Quick answers

**How is Medici Capital LLC compensated?**
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.

**Where is Medici Capital LLC located?**
Medici Capital LLC's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Medici Capital LLC registered with the SEC or a state?**
Medici Capital LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 308394.

**How much does Medici Capital LLC manage?**
Medici Capital LLC reports $215,842,119 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary).

**What types of clients does Medici Capital LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Medici Capital LLC report any disciplinary disclosures?**
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

**Does Medici Capital LLC state an account minimum?**
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."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> The minimum initial investment in each Fund is $1,000,000, subject to waiver at the discretion of the General Partner.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $215,842,119
- Discretionary: $215,842,119
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $215,842,119 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- behance.net/bobkleinnewportbeach
- bobkleinnewport.medium.com
- bobkleinnewportbeach.blogspot.com
- bobkleinnewportbeach.contently.com
- bobkleinnewportbeach.mystrikingly.com
- bobkleinnewportbeach.tumblr.com
- bobkleinnewportbeach.wordpress.com
- cakeresume.com/bob-klein
- crunchbase.com/person/bob-klein-9b1f
- elephantjournal.com/profile/bobkleinnewport
- issuu.com/bobkleinjpmorgan
- medicicapitalfunds.com
- patch.com/users/bob-klein
- quora.com/profile/Bob-Klein-27
- soundcloud.com/bob-klein-809376205
- us.bebee.com/bee/bob-klein-newport-beach
- youtu.be/hyA5KyXMfvw
- Facebook @bob.klein.9256
- Instagram @klein_bob
- LinkedIn @medicicapital
- X @bobkleinmedici
- YouTube @UC3EqOLsisPwf_vcEum9ofAg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | May 11, 2021 |
| October 2022 | Not reported | Not reported | May 5, 2022 |
| October 2023 | Not reported | Not reported | May 18, 2023 |
| October 2024 | Not reported | Not reported | May 16, 2024 |
| October 2025 | Not reported | Not reported | July 9, 2025 |
| October 2026 | $215,842,119 | 2 | July 15, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Medici Capital LLC (CRD 308394): Form ADV filing data as of October 2026.