MEDICI CAPITAL LLC
Adviser information for MEDICI CAPITAL LLC last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
520 NEWPORT CENTER DRIVESUITE 620
NEWPORT BEACH
CA
United States
Monday - Friday, 9 A.M. - 5 P.M.
Tel: (949) 706-1455, Fax: None
Websites
soundcloud.com/bob-klein-809376205
www.elephantjournal.com/profile/bobkleinnewport/
patch.com/users/bob-klein
youtu.be/hya5kyxmfvw
issuu.com/bobkleinjpmorgan
www.linkedin.com/company/medicicapital
twitter.com/bobkleinmedici
www.youtube.com/channel/uc3eqolsispwf_vceum9ofag
medicicapitalfunds.com/
bobkleinnewportbeach.wordpress.com/
bobkleinnewportbeach.tumblr.com/
bobkleinnewportbeach.blogspot.com/
www.quora.com/profile/bob-klein-27
www.crunchbase.com/person/bob-klein-9b1f
bobkleinnewportbeach.contently.com/
www.behance.net/bobkleinnewportbeach
bobkleinnewport.medium.com/
www.facebook.com/bob.klein.9256
www.instagram.com/klein_bob/
us.bebee.com/bee/bob-klein-newport-beach
www.cakeresume.com/bob-klein
bobkleinnewportbeach.mystrikingly.com/
Chief Compliance Officer
NoneIndustry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| COSIMO MEDICI FUND LP | Hedge Fund | $29.4M | $1.0M | 56 |
| GIOVANNI MEDICI FUND LP | Hedge Fund | $67.6M | $1.0M | 77 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KLEIN, ROBERT, OWEN | Individual | – | MANAGING MEMBER | 11/2018 | > 75% |
No. Employees, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AGNICO EAGLE MINES LTD | COMMON | 7M | 110K | – |
| ALECTOR INC | COMMON | 759K | 167K | – |
| EMX RTY CORP | COMMON | 1M | 732K | – |
| EXXON MOBILE CORP | COMMON | 5M | 47K | – |
| ISHARES SILVER TRUST | ETF | 797K | 30K | – |
| OCCIDENTAL PETE CORP | COMMON | 3M | 54K | – |
| SPDR GOLD SHARES | ETF | 860K | 4K | – |
| SPDR GOLD MINISHARES TRUST | ETF | 26M | 555K | – |
| B RILEY FINANCIAL INC | COMMON | 1M | – | – |