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MARTIN INVESTMENT MANAGEMENT, LLC
CRD 105381 · SEC 801-32896
2000 PGA BLVD, SUITE 4440, PALM BEACH GARDENS, FL, 33408-2738, United States
Phone
847-424-9124
Fax
847-424-9182
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$888.1M
Discretionary AUM
$888.1M
Team
12 total employees; 8 advisory reps; 7 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 178 | $40.8M |
| High net worth individuals | 83 | $170.6M |
| Pooled investment vehicles | 3 | $3.6M |
| Pension/profit sharing plans | 4 | $2.5M |
| Charitable organizations | 1 | $19.6M |
| Other investment advisers | 12 | $651.0M |
States served
AL, CA, IL, LA, NE, NY, WI, WY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD