Martin Investment Management, LLC

RIASEC RegisteredEst. 1988

Total AUM

$888M

Discretionary

$888M

100% of AUM

Avg account

$3.2M

Accounts

281

Employees

Advisory reps

Firm details

Headquarters: Palm Beach Gardens, Florida
CRD number: 105381
Registered since: September 16, 1988
Website: www.martin-investments.com
Custodians: STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Other Investment Advisers73.3%
HNWI19.21%
Individuals4.59%
Charitable Organizations2.2%
Pooled Investment Vehicles0.41%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Martin Investment Management, LLC is an SEC-registered investment adviser organized as a limited liability company and operating since 1988. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator that also selects outside managers when appropriate. Its advisory services include discretionary portfolio management for individuals, pooled vehicles, and institutions, and it offers selection-of-adviser services alongside direct portfolio oversight. Fee arrangements are flexible and include percentage-of-AUM, hourly and fixed fees, and performance-based fees. The firm identifies as an active ESG investor.