Investment adviser · CRD 105381

MARTIN INVESTMENT MANAGEMENT, LLC

Investment adviser filing (IA)

PALM BEACH GARDENS, FL, United States · Form ADV filed Aug 4, 2026

Regulatory AUM
$888M
Form ADV · Item 5.F
Client accounts
281
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
8
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Other investment advisers12$650,981,86873.3%
High-net-worth individuals83$170,565,06519.2%
Individuals178$40,790,7744.6%
CharitiesFewer than 5$19,566,8162.2%
Pooled investment vehicles3$3,635,3700.4%
Retirement plansFewer than 5$2,515,9500.3%
Filing source

Form ADV 2124006 · Aug 4, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

MARTIN INVESTMENTS, A WISCONSIN GENERAL PARTNERSHIPOther Private Fund · Last reported Aug 4, 2026$3.58MGross asset value
Custodian FIDUCIARY TRUST COMPANY INTERNATIONAL NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3054433641
Reported beneficial owners
4
Minimum commitment
$100K

Form ADV 2124006 · Aug 4, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 4, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

2000 PGA BLVD, SUITE 4440
PALM BEACH GARDENS, FL, 33408-2738, United States

CRD 105381

Filing source

Form ADV 2124006 · Aug 4, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.