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Martorell Capital Partners, LLC

Martorell Capital Partners, LLC. CRD 286562

Martorell Capital Partners, LLC logo

CRD: 286562

Martorell Capital Partners, LLC

Greenwich, CT, 06830
6197082752
$51.3M Total AUM
$51.3M Disc. AUM
-- 3Y CAGR
2 Employees
18 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
--
Established Date
02-08-2017
Office Locations
1

Office Locations

48 Maple Avenue Greenwich CT

About Martorell Capital Partners, LLC

Martorell Capital Partners is a boutique investment firm in Greenwich, CT founded by Angelo Martorell. The firm provides portfolio management to a select group of clients through separately managed accounts, using an intensive fundamental research process that blends qualitative and quantitative analysis of businesses and industries. MCP runs a concentrated, value-conscious portfolio seeking opportunities that combine growth and value, with attention to cyclical and secular industry trends.

Team overview

-- AVG AGE
$51.3M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
9.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age

Insights

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Accredited Investors

Pathway crest

Asset Classes

Oak Meridian Unison summit

Investment Themes

Delta capital Unison Delta

Investment Vehicles

Alpha

Services

Ridge vertex Meridian focus

Owner & Executives

Angelo Espinosa Martorell

Angelo Espinosa Martorell

Chief Compliance Officer, Chief Investment Officer, Managing Director

CRD
#6745630
Ownership
75% or more
(726) 829-4204
legacy.beacon@harborcapital.com
in linkedin.com/in/alpha-catalyst

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-12-2021
05-04-2022
10-13-2023
03-17-2024
Category Assets AVG. Account size
Discretionary $51,330,906 $668,008
Non-Discretionary $0 --
Total $51,330,906 $668,008

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Separately Managed Accounts

Total SMA Asset: $51,330,906

$51.3M Total SMA
Equity - Exchange:
52.3%
Cash:
47.7%
Asset class Assets Assets %
Equity - Exchange $2,107,659,731 52.3%
Cash $1,922,282,393 47.7%
Total $4,029,942,124 100.0%

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