T
Trachtenberg Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$51,128,592
Clients
55
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
55
HighAverage account size
$929,611
About
Trachtenberg Capital Management, LLC provides investment management to individuals, trusts, pension and profit‑sharing plans, charitable organizations, and institutional and corporate clients. The firm delivers customized portfolio management on a discretionary or non‑discretionary basis and supplements investment services with monthly, quarterly or annual performance reporting and custodial online access.
The firm employs a mix of fundamental, technical and quantitative analysis, drawing on corporate filings, third‑party research and financial publications to construct portfolios. It implements strategies with individual equities, bonds, ETFs and both open‑ and closed‑end mutual funds, and routinely uses order aggregation (block trading) and a primary custodial relationship with Fidelity Institutional for execution and reporting.
As a single‑advisor independent firm managing roughly $51 million for about 55 clients, TCM indicates it may decline smaller accounts and does not typically serve retail, non‑high‑net‑worth individual clients despite listing “individuals” among client types. The firm does not charge performance‑based fees, maintains a written code of ethics with no disciplinary history disclosed, and leaves proxy voting authority to clients rather than voting securities on their behalf.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
Flat fees offered; specific amounts not stated
Hourly fees offered; specific rates not stated
Main office location
Trachtenberg Capital Management, LLC
Beverly Hills CA, United States
Number of offices
1
Most active in
Trachtenberg Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")