MARTORELL CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2021
Total AUM
$51.3M
Discretionary
$51.3M
100% of AUM
Avg account
$2.1M
Accounts
25
Employees
2
Advisory reps
1

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
286562
Registered since
June 11, 2021
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Martorell Capital Partners, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2021. The firm serves high-net-worth individuals and families, delivering discretionary portfolio management across separately managed accounts and pooled investment vehicles. Its stated preference is equity-oriented portfolio construction, with a heavy tilt toward exchange-traded equities as the primary building block. The firm charges a combination of percentage-of-AUM fees and performance-based fees, which signals an active management approach and the possibility of incentive-aligned strategies for select clients or vehicles. Martorell Capital Partners provides portfolio management for individuals and small businesses as well as for pooled vehicles and institutional or business clients. It does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Angelo Martorell

    Founder and Managing PartnerCRD 6745630

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
48 Maple Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth