Martin Investment Management, Llc
- Regulatory AUM
- $888M
- Discretionary
- $888M
- Clients
- 281
- Avg AUM / client
- $3.2M
- Accounts
- 281
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Jul 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 178 | $40.8M | 4.59% |
| High net worth individuals | 83 | $171M | 19.2% |
| Pooled investment vehicles (non-investment companies) | 3 | $3.6M | 0.41% |
| Pension and profit sharing plans | 4 | $2.5M | 0.28% |
| Charitable organizations | 1 | $19.6M | 2.2% |
| Other investment advisers | 12 | $651M | 73.3% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $3.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Martin Investments, A Wisconsin General Partnership | Other Private Fund | Wisconsin | $3.6M | 4 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Patrick Albert Martin | Managing Director | CFA | Jan 2002 (25y) | 10% – 25% |
| Zellerbach, Mary Ellen, Martin | Managing Director | May 2003 (23y) | Less than 5% | |
| Martin, Sandra, Marie Staskon | Managing Director | Aug 2003 (23y) | 10% – 25% | |
| Burke, Lisa, Marie | Chief Compliance Officer | Aug 2023 (3y) | Less than 5% | |
| Matthew Alexander Pawlowski | Registered representative | CFA | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sandra M. Staskon Martin Trust Dtd 12/14/2012, Sandra M. Staskon Martin, Ttee | Member | Dec 2012 | A | 25% – 50% |
| Pcl Trust C/U Mary Ellen Neufeld Martin Charitable Lead Trust Dtd 12/9/1982 Patrick A. Martin & Jeffrey S. Billings, Ttees | Member | Jun 2016 | A | 10% – 25% |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $3.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Martin Investments, A Wisconsin General Partnership | Other Private Fund | $3.6M | $100K | 4 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- State Street $409M (46% of AUM) Jul 2026
- J.P. Morgan $172M (19% of AUM) Jul 2026
- BNY Mellon $87.9M (12% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗