Trachtenberg Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Flat fees offered; specific amounts not stated
Hourly fees offered; specific rates not stated
Main office
Beverly Hills CA
Advisors at this office
1
Most active in
California
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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