MARTORELL CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- GREENWICH, Connecticut
- CRD number
- 286562
- Registered since
- June 11, 2021
- 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 SEC-registered investment adviser organized as an LLC and registered in 2021. The firm serves high-net-worth individuals and families, delivering discretionary portfolio management across separately managed accounts and pooled investment vehicles. Its stated preference is equity-oriented portfolio construction, with a heavy tilt toward exchange-traded equities as the primary building block. The firm charges a combination of percentage-of-AUM fees and performance-based fees, which signals an active management approach and the possibility of incentive-aligned strategies for select clients or vehicles. Martorell Capital Partners provides portfolio management for individuals and small businesses as well as for pooled vehicles and institutional or business clients. It does not identify as an active ESG investor and is not registered as a multi-state adviser.
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%
Contacts
1 of 1Angelo Martorell
Founder and Managing PartnerCRD 6745630
Wealth 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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