A complete list of active advisors currently associated with Trachtenberg Capital Management, LLC

Warmer can help you find a great advisor at Trachtenberg Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Trachtenberg Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.