Adviser Profile

As of Date 08/11/2024
Registration status Registration Changed to MARTORELL CAPITAL PARTNERS, LLC
ADV Location GREENWICH, CT, United States
Contact Info 619 xxxxxxx
Websites
AUM* 18,036,219 -3%
of that, discretionary 18,036,219 -3%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 668,008 -50%
% High Net Worth 100.00%
SMA’s No
Private Funds 0

Adviser Type

- No longer eligible

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

108M 93M 77M 62M 46M 31M 15M
2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary