Martorell Capital Partners, LLC

RIAState Registered
Total AUM
$51.3M
Discretionary
$51.3M
100% of AUM
Avg account
$2.1M
Accounts
25
Employees
2
Advisory reps
1

Firm details

Headquarters
Greenwich, Connecticut
CRD number
286562
Registered since
August 9, 2024
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

FINTRX

Overview

Martorell Capital Partners, LLC is an independent, owner-operated RIA organized as an LLC that focuses on fee-based portfolio management for individuals, families and pooled vehicles. The firm is state-registered in California and Connecticut and serves an individual and family client base. Its compensation blends a percentage-of-AUM fee schedule with performance-based fees. Advisory services listed include discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for businesses or institutions. The firm does not describe itself as an ESG investor and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth