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MARTIN INVESTMENT MANAGEMENT, LLC

Business and Investment Profile

The MARTIN INVESTMENT MANAGEMENT, LLC is a privately held investment adviser that advises $888.06mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. MARTIN INVESTMENT MANAGEMENT, LLC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 19.71% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 37.9 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 2000 PGA BLVD SUITE 4440, PALM BEACH GARDENS, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 12 employees comprised of 8 investment and 4 non-investment staff. The total number of Employees increased by 20% over the last 5-years.

Asset Profile

Their $888.06mn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 17 other accounts. Assets of Other Investment Advisers clients own $650.98mn or 73.3% of Total Assets and High Net Worth Individuals own $170.57mn or 19.21% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.

Client Profile

They advise 6 types of clients, top clients are Other Investment Advisers and High Net Worth Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $3.58mn in assets.

Fee Profile

The Group discloses fixed fees, management fees and performance-based fees.

Sub-Advisers

MARTIN INVESTMENT MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: MARTIN INVESTMENT MANAGEMENT, LLC

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Keywords: Martin Investment Management, Martin
Generated 2026-09-12T06:49:40.9845954.  © 2026 Convergence.