MARTIN INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 1988

Total AUM

$888M

Discretionary

$888M

100% of AUM

Avg account

$3.2M

Accounts

281

Employees

12

Advisory reps

5

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 an LLC and operating since 1988. The firm serves both individual and family clients as well as institutional investors and describes itself as a capital allocator that also selects third‑party managers. Its advisory remit covers discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and institutional/business clients, plus the selection of other advisers. Fee arrangements are varied: percentage of AUM, hourly and fixed fees, and performance-based fees are all used. The firm identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities95%
Cash & Cash Equivalents5%

Owners & executives

1 of 1

STACEY GILLESPIE
Chief Compliance OfficerCRD 3137874

Contacts

3 of 4

Matthew Pawlowski
Research and Trading AssociateCRD 8188568
Sarah Winter
CRD 8240332
SANDRA MARTIN
Managing DirectorCRD 4720113

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 3

Active vs passive

$2.7M in ETFs

Passive

0%

$0

Active

100%

$2.7M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
JPMORGAN ULTRA-SHORT INCOME ETF (JPST)	JP Morgan	Active	Ultrashort Bond	$2M	40,418	77.15%

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Primary office

PALM BEACH GARDENS, FL

PALM BEACH

Location

PALM BEACH GARDENS, FL

Headquartered in PALM BEACH GARDENS, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area: Miami-Port St. Lucie-Fort Lauderdale, FL
Region: South
County: PALM BEACH
Address: 2000 Pga Blvd
Time zone: ET (UTC-5)
Office locations

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