Fleisher, Martin

Overview

Fleisher, Martin operates as an SEC-registered corporation that provides portfolio management primarily to individual and family clients, while its registered business activity is listed as a law firm. The adviser charges a percentage-of-AUM fee and appears to focus on discretionary mandates—the firm reports its entire $180.1M in AUM as discretionary. Fleisher, Martin is not positioned as an ESG-driven allocator, does not identify as a multi-state adviser, and does not list pension consulting or related-adviser activities. The adviser’s client base is small and concentrated: twelve clients, indicating a high-touch service model geared to high-net-worth households and small business owners. Investment preferences center on broad exposure to publicly traded pooled vehicles. The firm’s filings show a heavy tilt toward public funds and mutual funds as the primary vehicle for building client portfolios. Given the mix of custodians and the concentration of assets in mutual funds, Fleisher, Martin appears to prefer delegated and packaged exposure (mutual funds and likely ETFs) rather than direct security-by-security management for most assets.

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