SourcingSourcing

MARTIN INVESTMENT MANAGEMENT, LLC

C26
CRD 105381·SEC 801-32896·PALM BEACH GARDENS, FL
AUM
$888.1M
$500M-$1B
Est. Revenue
$8.9M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MARTIN INVESTMENT MANAGEMENT, LLC
CRD
105381
SEC file #
801-32896
EIN
363605596
DBA names
—

Economics

AUM
$888.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$527.8M → $888.1M▲ +68%
Client mix
Individuals Other178
Individuals High Net Worth83
Other Investment Advisers12
Pension Profit Sharing Plans4
Pooled Investment Vehicles3

Operations

Employees (total)
12
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
5 advisors → 8 advisors▲ +60%
Primary office
PALM BEACH GARDENS FL
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
04/17/2026
ADV-W filed at
—
Website
linkedin.com/company/martin-investment-management-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SANDRA M. STASKON MARTIN DECANTING TRUST DTD
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
SANDRA M. STASKON MARTIN DECANTING TRUST DTD
PATRICK ALBERT MARTIN MARITAL TRUST DTD 2/27/1995,
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:martin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
5,430
Form 5500 Compensation Trajectory 3y
20255,430
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
5,430
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001511888
Edgar Registered
Yes
Edgar Filing Count
65
Edgar First Filing Date
2011-02-07
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
63
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001172661-26-001775

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
State Street4
E*trade4
Jpmorgan2
Edgar Addresses
Mailing
2000 PGA BLVDSUITE 4440PALM BEACH GARDENS, FL 33408
Business
2000 PGA BLVDSUITE 4440PALM BEACH GARDENS, FL 33408
Edgar EIN
363605596
Edgar Recent Filings
13F-HR2026-05-13 · 0001172661-26-001775
13F-HR2026-02-10 · 0001172661-26-000579
Firm Has Custody
Yes
Mailing Office Differs
Yes
Trust Company Affiliate
No

People (5)

5
MARTIN, PATRICK, ALBERT
IAR · Executive Officer · 2.5%
4345246
MARTIN, SANDRA, MARIE STASKON
Executive Officer · 2.5%
4720113
Winter, Sarah, Elizabeth Martin
Executive Officer · 2.5%
8240332
KEITNER, ANN, FREEMAN
Executive Officer · 2.5%
4019686
Matthew Alexander Pawlowski
IAR
8188568