T
$51.1M Total AUM
$42.4M Disc. AUM
-- 3Y CAGR
1 Employees
55 ADV. Clients
19 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-30-2007
- Office Locations
- 1
Office Locations
-- Beverly Hills CA
About Trachtenberg Capital Management, LLC
Trachtenberg Capital Management, LLC is a Beverly Hills-based RIA. The firm has been operating for 19 years. Managing $51.1M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
58 AVG AGE
$51.1M AVG AUM / ADVISOR
$929.6K AVG AUM / CLIENT
19.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GORDON CHARLES TRACHTENBERG
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2437353
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,425,983 | -- |
| Non-Discretionary | $8,702,609 | -- |
| Total | $51,128,592 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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