Martin Investment Management, LLC is a large advisory firm based in Evanston. It manages $527.79 million of regulatory assets for 209 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, California, Florida, and 4 other states.
Martin Investment Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Martin Investment Management, LLC is $527.79 million. The firm's AUM has grown by 990% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Martin Investment Management, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, other investment advisers, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans. The largest group of clients of Martin Investment Management is other investment advisers with 8 clients and $394.36 million of assets under management. Among the 10 most similar advisory firms, Martin Investment Management has the highest percentage of other investment advisers out of all clients.
The amount of regulatory assets under management is $527.79 million for 209 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Martin Investment Management also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $100,000 for each fund.
The company employs 10 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Martin Investment Management, LLC performs its advisory services is located at 1560 Sherman Ave., Evanston, IL 60201 5981 The mailing address of the firm is P. O. Box 618, Winnetka, IL 60093 0618. An additional office of the firm is in North Palm Beach, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-424-9124 or by fax 847-424-9182. The normal business hours are 9:00am-4:00pm on Monday - Friday. You can find more information about the New York firm at martin-investments.com.