{ "crd_number": 296437, "slug": "martis-capital-management-llc-washington-dc-296437", "primary_business_name": "MARTIS CAPITAL MANAGEMENT, LLC", "legal_name": "MARTIS CAPITAL MANAGEMENT, LLC", "dbas": [], "city": "Washington", "state": "DC", "country": "United States", "cbsa_code": "47900", "metro": { "cbsa_code": "47900", "common_name": "Washington", "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV", "path": "/advisors/dc/washington" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2018-07-19", "years_registered": 8, "period": "2026-10-01", "filing_date": "2026-07-13", "carried_forward": false, "raum_total": 2459367996.0, "raum_discretionary": 2459367996.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 25, "advisory_employees": 15, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 12007063.0, "count": 2, "fewer_than_5": true }, "individuals": { "raum": 0.0, "count": null }, "banking_thrift": { "raum": 0.0, "count": null }, "investment_companies": { "raum": 0.0, "count": null }, "pension_profit_sharing": { "raum": 0.0, "count": null }, "pooled_investment_vehicles": { "raum": 2447360933.0, "count": 17 }, "business_development_companies": { "raum": 0.0, "count": null } }, "compensation_types": [ "other", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "DC", "FL" ], "websites": [ "https://linkedin.com/company/martis-capital", "https://martiscapital.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/296437", "city_as_filed": "WASHINGTON", "url": "https://advisorcensus.com/firm/martis-capital-management-llc-washington-dc-296437", "display_name": "Martis Capital Management, LLC", "summary": "Martis Capital Management, LLC is an SEC-registered investment advisory firm in Washington, DC, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 13, 2026.", "citation": "AdvisorCensus. Martis Capital Management, LLC (CRD 296437): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Martis Capital Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Martis Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other." }, { "q": "Where is Martis Capital Management, LLC located?", "a": "Martis Capital Management, LLC's principal office is in Washington, DC, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F)." }, { "q": "Is Martis Capital Management, LLC registered with the SEC or a state?", "a": "Martis Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 296437." }, { "q": "How much does Martis Capital Management, LLC manage?", "a": "Martis Capital Management, LLC reports $2,459,367,996 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (100% discretionary)." }, { "q": "How have Martis Capital Management, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Martis Capital Management, LLC: Regulatory assets under management: $1,314,009,515 in the October 2021 data and $2,459,367,996 in the October 2026 data, up 87%. Total employees: 18 in October 2021 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Martis Capital Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (17); charitable organizations (2)." }, { "q": "Does Martis Capital Management, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/296437" }, { "q": "What changed in Martis Capital Management, LLC's recent Form ADV filings?", "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1314009515.0, "total_employees": 18, "filing_date": "2021-08-20" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1331665193.0, "total_employees": 19, "filing_date": "2022-04-28" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1887717519.0, "total_employees": 19, "filing_date": "2023-09-25" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1963312927.0, "total_employees": 23, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 2138897780.0, "total_employees": 23, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 2459367996.0, "total_employees": 25, "filing_date": "2026-07-13" } ], "recent_changes": [ { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $2,138,897,780 to $2,459,367,996 (+15%).", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/martis-capital-management-llc-washington-dc-296437.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": null, "fewer_than_5": false, "raum": 0.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": null, "fewer_than_5": false, "raum": 0.0 }, { "type": "investment_companies", "label": "Investment companies", "count": null, "fewer_than_5": false, "raum": 0.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": null, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 17, "fewer_than_5": false, "raum": 2447360933.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": null, "fewer_than_5": false, "raum": 0.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 2, "fewer_than_5": true, "raum": 12007063.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/296437", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }