Randall P Martin

Overview

Randall P Martin operates as a sole proprietorship that combines portfolio management for individuals/small businesses with management of pooled investment vehicles. The firm is classified as a hedge fund and qualified custodian, and it also functions as an other financial product salesperson. Its client base is focused on individuals and families; fees are charged as a percentage of assets under management. The adviser is not identified as an active ESG investor and reports limited regulatory breadth (not a multi-state or newly formed adviser). The firm also serves as a sponsor of limited partnerships outside of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives