Martin Investment Management, LLC
● SEC registered since 1988CRD 105381SEC# 801-32896Palm Beach Gardens, FL
Ranks #3,162 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$888.1M
Fund GAV
$3.6M
Private funds
1
Employees
12
Accounts
281
Location
Palm Beach Gardens, FL
Martin Investment Management, LLC assets under management
Martin Investment Management, LLC is an investment advisory firm registered with the SEC based in Palm Beach Gardens, FL. The firm has been registered since 1988. It reports $888.1 million in regulatory assets under management and employs 12 people. Martin Investment Management, LLC manages 1 private fund with combined gross assets of $3.6 million, including Martin Investments, a Wisconsin General Partnership. By regulatory assets, it ranks 3,162 of 6,030 private fund managers.
Martin Investment Management, LLC private funds
1 funds · $3.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Martin Investments, a Wisconsin General Partnership | Other Private | $3.6M | $100K |
Martin Investment Management, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Freeman Keitner | Chief Compliance Officer | Under 5% | 2026 |
| Patrick Albert Martin Control | Managing Director | Under 5% | 2002 |
| Patrick Albert Martin Marital Trust Dtd 2/27/1995, Patrick Albert Martin, Ttee Control | Member | 10-25% | 2024 |
| Pcl Trust C/U Mary Ellen Neufeld Martin Charitable Lead Trust Dtd 12/9/1982 Patrick a. Martin & Jeffrey S. Billings, Ttees | Member | 10-25% | 2016 |
| Sandra M. Staskon Martin Decanting Trust Dtd 4/28/2021, Sandra M. Staskon Martin, Ttee Control | Member | 25-50% | 2021 |
| Sandra M. Staskon Martin Trust Dtd 12/18/1995, Sandra M. Staskon Martin, Ttee Control | Member | 10-25% | 2024 |
| Sandra Marie Staskon Martin Control | Managing Director | Under 5% | 2003 |
| Sarah Elizabeth Martin Winter Control | Manager | Under 5% | 2026 |
| Patrick Albert Martin Control | Trustee | Over 75% | 2024 |
| Sandra Marie Staskon Martin Control | Trustee | Over 75% | 2024 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Martin Investment Management, LLC manage?
Martin Investment Management, LLC reports $888.1 million in regulatory assets under management on its Form ADV.
How many private funds does Martin Investment Management, LLC manage?
Martin Investment Management, LLC manages 1 private funds with combined gross assets of $3.6 million.
How many employees does Martin Investment Management, LLC have?
Martin Investment Management, LLC reports 12 employees.
Where is Martin Investment Management, LLC located?
Martin Investment Management, LLC is based in Palm Beach Gardens, FL and has been SEC-registered since 1988.
Does Martin Investment Management, LLC disclose fund performance?
Martin Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2000 Pga Blvd, Suite 4440, Palm Beach Gardens, FL 33408-2738 |
| Phone | 847-424-9124 |
| Fax | 847-424-9182 |
| Office hours | 9:00a.m.-4:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1511888 |
| Discloses disciplinary history | No |
Regulatory AUM
$888.1M▲ 5%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,306 advisers
AUM vs fund managersTop 52%
Larger than 48% of 6,030 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 35%
More than 65% of 16,824 advisers
Assets under management
$888.1Mregulatory AUM
Discretionary $888.1M
Service providers
Custodian