Martorell Capital Partners, LLC
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 286562
- Registered since
- August 9, 2024
- 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
FINTRXOverview
Martorell Capital Partners, LLC is an independent, owner-operated RIA organized as an LLC that focuses on fee-based portfolio management for individuals, families and pooled vehicles. The firm is state-registered in California and Connecticut and serves an individual and family client base. Its compensation blends a percentage-of-AUM fee schedule with performance-based fees. Advisory services listed include discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for businesses or institutions. The firm does not describe itself as an ESG investor and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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