Martin Investment Management, LLC

RIASEC RegisteredEst. 1988

Total AUM

$888M

Discretionary

$888M

100% of AUM

Avg account

$3.2M

Accounts

281

Employees

Advisory reps

Firm details

Headquarters: Palm Beach Gardens, Florida
CRD number: 105381
Registered since: September 16, 1988
Website: www.martin-investments.com
Custodians: STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Other Investment Advisers73.3%
HNWI19.21%
Individuals4.59%
Charitable Organizations2.2%
Pooled Investment Vehicles0.41%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Martin Investment Management, LLC is a small, SEC-registered investment adviser formed in 1988 and organized as an LLC. The firm serves both individual/family clients and institutional/custom business clients and acts as a capital allocator, offering portfolio management across separate accounts and pooled vehicles. Its advisory mandate includes managing portfolios for individuals/small businesses, for pooled investment vehicles and for business or institutional clients, and it performs selection of other advisers when appropriate. Fee arrangements are flexible: the firm charges based on a percentage of assets under management and also uses hourly, fixed, and performance-based fees. Martin Investment Management indicates it integrates ESG considerations into its process.