MARTIN INVESTMENT MANAGEMENT, LLC

HTTPS://WWW.LINKEDIN.COM/COMPANY/MARTIN-INVESTMENT-MANAGEMENT-LLC/ NORTH PALM BEACH, FL Investment Advisor Hedge Fund How do I update this listing?

Martin Investment Management is based out of North Palm Beach. Martin Investment Management is a hedge fund with 219 clients and discretionary assets under management (AUM) of $595,286,823 (Form ADV from 2019-10-01). Their last reported 13F filing for Q2 2020 included $239,950,000 in managed 13F securities and a top 10 holdings concentration of 50.06%. Martin Investment Management's largest holding is Apple Inc with shares held of 46,246. Martin Investment Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 40 13F filings

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06/30/2020

13F Activity

  • Market Value $239.95 Million
  • Prior Market Value $197.436 Million
  • New Purchases8 stocks
  • Additional Purchases26 stocks
  • Sold out of2 stocks
  • Reduced holdings in8 stocks
  • Top 10 Holdings % 50.06 %
  • Turnover % [1]:22.22%
  • Turnover Alt % [2]: 8.94 %
  • Time Held Top20:9.50 quarters
  • Time Held Top10:9.20 quarters
  • Time Held All:17.64 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 28.98%
Performance Last 4 Quarters: 2.82%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

MARTIN INVESTMENT MANAGEMENT, LLC
Classified as Hedge Fund

  

Business Phone: 847-424-9124
Fax: 847-424-9182
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: FL
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,Performance-based fees
Amount of client funds and securities: 49,099,300
Total Number of Clients: 219
Amount of client funds and securities by related persons: 49,099,300
Total Number of clients from related persons: 54
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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MARTIN INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2020-06-16
Name Title Start Date Direct/Indirect % Ownership
MARTIN, PATRICK, ALBERT MANAGING DIRECTOR 01/01/2002 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
PORTFOLIO.ME, LLC MANAGER direct 2015-08-01
MARTIN INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR direct 2002-01-01
MARTIN PATRICK ALBERT SOLE PROPRIETOR direct 1988-08-01 2001-01-29
MARTIN INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER direct 2002-01-01 2016-01-29
ZELLERBACH, MARY ELLEN, MARTIN MANAGING DIRECTOR 05/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
MARTIN INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR direct 2003-05-01
MARTIN, SANDRA, MARIE STASKON MANAGING DIRECTOR 08/01/2003 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MARTIN INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR direct 2003-08-01
PCL TRUST C/U MARY ELLEN NEUFELD MARTIN CHARITABLE LEAD TRUST DTD 12/9/1982 PATRICK A. MARTIN & JEFFREY S. BILLINGS, TTEES MEMBER 06/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MARTIN INVESTMENT MANAGEMENT, LLC MEMBER direct 2011-12-01
MARY ELLEN NEUFELD MARTIN TRUST OF 1976 F/B/O PATRICK ALBERT MARTIN DTD 12/24/1976 PATRICK A. MARTIN & SARAH E. M. WINTER, TTEES MEMBER 12/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MARTIN INVESTMENT MANAGEMENT, LLC MEMBER direct 2011-12-01
SANDRA M. STASKON MARTIN TRUST DTD 12/14/2012, SANDRA M. STASKON MARTIN, TTEE MEMBER 12/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MARTIN INVESTMENT MANAGEMENT, LLC MEMBER direct 2012-12-01
SCAVETTI, JOSEPH, JULIAN CHIEF COMPLIANCE OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PALLADIEM LLC CHIEF OPERATING OFFICER direct 2011-08-01
PALLADIEM LLC CHIEF OPERATING OFFICER direct 2011-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
MARTIN INVESTMENTS, A WISCONSIN GENERAL PARTNERSHIP United States 805-3054433641 Other Private Fund LONG ONLY FUND 2,949,421 100,000

MARTIN INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2020-03-26
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
MARTIN INVESTMENTS, A WISCONSIN GENERAL PARTNERSHIP United States 805-3054433641 Other Private Fund LONG ONLY FUND 2,949,421 100,000

MARTIN INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
MARTIN, PATRICK, ALBERT MANAGING DIRECTOR 01/01/2002 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
PORTFOLIO.ME, LLC MANAGER direct 2015-08-01
MARTIN INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR direct 2002-01-01
MARTIN PATRICK ALBERT SOLE PROPRIETOR direct 1988-08-01 2001-01-29
MARTIN INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER direct 2002-01-01 2016-01-29
ZELLERBACH, MARY ELLEN, MARTIN MANAGING DIRECTOR 05/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
MARTIN INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR direct 2003-05-01
MARTIN, SANDRA, MARIE MANAGING DIRECTOR 08/01/2003 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MARTIN INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR direct 2003-08-01
PCL TRUST C/U MARY ELLEN NEUFELD MARTIN CHARITABLE LEAD TRUST DATED DECEMBER 9, 1982, PATRICK A. MARTIN & JOHN C. BROGAN, TTEES MEMBER 12/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MARTIN INVESTMENT MANAGEMENT, LLC MEMBER direct 2011-12-01
MARY ELLEN NEUFELD MARTIN TRUST OF 1976 F/B/O PATRICK A. MARTIN TRUST DTD 12/24/76, SARAH E.M. WINTER & PATRICK A. MARTIN, TTEES MEMBER 12/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MARTIN INVESTMENT MANAGEMENT, LLC MEMBER direct 2011-12-01
SANDRA M. STASKON MARTIN TRUST DTD 12/14/12, SANDRA M. MARTIN, TRUSTEE MEMBER 12/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MARTIN INVESTMENT MANAGEMENT, LLC MEMBER direct 2012-12-01
SCAVETTI, JOSEPH, JULIAN CHIEF COMPLIANCE OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PALLADIEM LLC CHIEF OPERATING OFFICER direct 2011-08-01
PALLADIEM LLC CHIEF OPERATING OFFICER direct 2011-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
MARTIN INVESTMENTS, A WISCONSIN GENERAL PARTNERSHIP United States 805-3054433641 Other Private Fund LONG ONLY FUND 2,081,759 100,000

MARTIN INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2018-12-05
Name Title Start Date Direct/Indirect % Ownership
MARTIN, PATRICK, ALBERT MANAGING DIRECTOR 01/01/2002 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
PORTFOLIO.ME, LLC MANAGER direct 2015-08-01
MARTIN INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR direct 2002-01-01
MARTIN PATRICK ALBERT SOLE PROPRIETOR direct 1988-08-01 2001-01-29
MARTIN INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER direct 2002-01-01 2016-01-29
ZELLERBACH, MARY ELLEN, MARTIN MANAGING DIRECTOR 05/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
MARTIN INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR direct 2003-05-01
MARTIN, SANDRA, MARIE MANAGING DIRECTOR 08/01/2003 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MARTIN INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR direct 2003-08-01
PCL TRUST C/U MARY ELLEN NEUFELD MARTIN CHARITABLE LEAD TRUST DATED DECEMBER 9, 1982, PATRICK A. MARTIN & JOHN C. BROGAN, TTEES MEMBER 12/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MARTIN INVESTMENT MANAGEMENT, LLC MEMBER direct 2011-12-01
MARY ELLEN NEUFELD MARTIN TRUST OF 1976 F/B/O PATRICK A. MARTIN TRUST DTD 12/24/76, SARAH E.M. WINTER & PATRICK A. MARTIN, TTEES MEMBER 12/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MARTIN INVESTMENT MANAGEMENT, LLC MEMBER direct 2011-12-01
SANDRA M. STASKON MARTIN TRUST DTD 12/14/12, SANDRA M. MARTIN, TRUSTEE MEMBER 12/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MARTIN INVESTMENT MANAGEMENT, LLC MEMBER direct 2012-12-01
SCAVETTI, JOSEPH, JULIAN CHIEF COMPLIANCE OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PALLADIEM LLC CHIEF OPERATING OFFICER direct 2011-08-01
PALLADIEM LLC CHIEF OPERATING OFFICER direct 2011-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
MARTIN INVESTMENTS, A WISCONSIN GENERAL PARTNERSHIP United States 805-3054433641 Other Private Fund LONG ONLY FUND 2,183,246 100,000

MARTIN INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2017-09-29
Name Title Start Date Direct/Indirect % Ownership
GARVEY, LUANNE, MORRIS CHIEF COMPLIANCE OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MARTIN INVESTMENT MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
PNMAC CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
YORKVILLE ETF ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2015-07-01
LEARNVEST PLANNING SERVICES, LLC CHIEF COMPLIANCE OFFICER direct 2016-01-01
CHERRY HILL MORTGAGE MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2014-04-01
LOCALSHARES INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2015-09-01
CAVALIER INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2017-03-01
PORTFOLIO.ME, LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
REX CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2017-08-01
SANDRA M. STASKON MARTIN TRUST DTD 12/14/12, SANDRA M. MARTIN, TRUSTEE MEMBER 12/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MARTIN INVESTMENT MANAGEMENT, LLC MEMBER direct 2012-12-01
MARY ELLEN NEUFELD MARTIN TRUST OF 1976 F/B/O PATRICK A. MARTIN TRUST DTD 12/24/76, SARAH E.M. WINTER & PATRICK A. MARTIN, TTEES MEMBER 12/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MARTIN INVESTMENT MANAGEMENT, LLC MEMBER direct 2011-12-01
PCL TRUST C/U MARY ELLEN NEUFELD MARTIN CHARITABLE LEAD TRUST DATED DECEMBER 9, 1982, PATRICK A. MARTIN & JOHN C. BROGAN, TTEES MEMBER 12/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MARTIN INVESTMENT MANAGEMENT, LLC MEMBER direct 2011-12-01
MARTIN, SANDRA, MARIE MANAGING DIRECTOR 08/01/2003 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MARTIN INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR direct 2003-08-01
ZELLERBACH, MARY ELLEN, MARTIN MANAGING DIRECTOR 05/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
MARTIN INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR direct 2003-05-01
MARTIN, PATRICK, ALBERT MANAGING DIRECTOR 01/01/2002 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
PORTFOLIO.ME, LLC MANAGER direct 2015-08-01
MARTIN INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR direct 2002-01-01
MARTIN PATRICK ALBERT SOLE PROPRIETOR direct 1988-08-01 2001-01-29
MARTIN INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER direct 2002-01-01 2016-01-29

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
MARTIN INVESTMENTS, A WISCONSIN GENERAL PARTNERSHIP United States 805-3054433641 Other Private Fund LONG ONLY FUND 1,804,250 100,000

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