MARTIS CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 296437
- Registered since
- July 19, 2018
- Website
- www.martiscapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles99.51%
- Charitable Organizations0.49%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Martis Capital Management, LLC is an SEC-registered investment adviser formed as an LLC in 2018 that operates as a private equity fund manager serving institutional clients. The firm’s advisory work is focused on portfolio management for pooled investment vehicles; it also serves as a sponsor and general partner for pooled funds and managing members of those vehicles. Martis charges a mix of percentage-of-AUM and performance-based fees (plus other fee arrangements) and reports that it is an active ESG investor, indicating ESG factors play a role in its investment approach.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds81%
- Exchange Traded Equities18%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Thomas Moore
CFOCRD 6772376
Contacts
3 of 3Owen Davis
Managing PartnerCRD 7245464
MARIO MORENO
Managing PartnerCRD 4942946
BARRY UPHOFF
Founding & Managing PartnerCRD 5574866
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Washington, DC
DISTRICT OF COLUMBIA
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- DISTRICT OF COLUMBIA
- Address
- 2020 K St NW
- Time zone
- ET (UTC-5)
- Office locations
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