Martorell Capital Partners, LLC

RIASEC RegisteredEst. 2021
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
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

FINTRX

Overview

Martorell Capital Partners, LLC is an independent registered investment adviser established in 2021 and organized as an LLC with individual ownership. The firm focuses on serving individual and family clients and delivers portfolio management across several client types: individuals and small businesses, pooled investment vehicles, and businesses or institutions. Its fee model combines a percentage-of-AUM schedule with the ability to charge performance-based fees. Investment activity is equity-oriented and the firm does not identify as an active ESG investor. Martorell is not positioned as a capital allocator or pension consultant; instead its practice centers on discretionary portfolio management and relationships that can include pooled vehicles where performance fees may apply.

Assets & Accounts

Public Holdings

Investments & Alternatives

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%

Contacts

1 of 1
  • Angelo Martorell

    Angelo Martorell

    Founder and Managing PartnerCRD 6745630

Wealth teams

FINTRX

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