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 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
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 1
Angelo 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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