Martis Capital Management, LLC

RIASEC RegisteredEst. 2018
Total AUM
$2.5B
Discretionary
$2.5B
100% of AUM
Avg account
$129M
Accounts
19
Employees
25
Advisory reps
5

Firm details

Headquarters
Washington, District of Columbia
CRD number
296437
Registered since
July 19, 2018
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

FINTRX

Overview

Martis Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and operating as a private equity-focused manager. The firm provides portfolio management for pooled investment vehicles and serves an institutional client base. Its operating model includes acting as a sponsor/GP and managing member of pooled vehicles, and the firm charges a mix of percentage-of-AUM and performance-based fees (plus other fee arrangements). Martis reports being an active ESG investor and is not a multi-state adviser; it does not position itself as a capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 81%, Exchange Traded Equities 18%, Cash & Cash Equivalents 1%81%
  • Private Funds81%
  • Exchange Traded Equities18%
  • Cash & Cash Equivalents1%

Contacts

3 of 5
  • Owen Davis

    Owen Davis

    Managing PartnerCRD 7245464

  • Lindsey Zolet

    CRD 8312357

  • Mario Moreno

    Mario Moreno

    Managing PartnerCRD 4942946

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth