Martis Capital Management, LLC
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 296437
- Registered since
- July 19, 2018
- Website
- www.martiscapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles99.51%
- Charitable Organizations0.49%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Martis Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and operating as a private equity-focused manager. The firm provides portfolio management for pooled investment vehicles and serves an institutional client base. Its operating model includes acting as a sponsor/GP and managing member of pooled vehicles, and the firm charges a mix of percentage-of-AUM and performance-based fees (plus other fee arrangements). Martis reports being an active ESG investor and is not a multi-state adviser; it does not position itself as a capital allocator.
Assets & Accounts
Investments & Alternatives
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
- Private Funds81%
- Exchange Traded Equities18%
- Cash & Cash Equivalents1%
Contacts
3 of 5Owen Davis
Managing PartnerCRD 7245464
Lindsey Zolet
CRD 8312357

Mario Moreno
Managing PartnerCRD 4942946
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Washington, DC
District Of Columbia
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- District Of Columbia
- Address
- 2020 K St Nw
- Time zone
- ET (UTC-5)
- Office locations
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