# Martis Capital Management, LLC

> 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.

- CRD: 296437
- Filed as: MARTIS CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Washington, DC
- Filing period: October 2026
- Form ADV filing dated: July 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/296437
- AdvisorCensus page: https://advisorcensus.com/firm/martis-capital-management-llc-washington-dc-296437

## Quick answers

**How is Martis Capital Management, LLC compensated?**
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.

**Where is Martis Capital Management, LLC located?**
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).

**Is Martis Capital Management, LLC registered with the SEC or a state?**
Martis Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 296437.

**How much does Martis Capital Management, LLC manage?**
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).

**How have Martis Capital Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Martis Capital Management, LLC serve?**
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).

**Does Martis Capital Management, LLC report any disciplinary disclosures?**
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

**What changed in Martis Capital Management, LLC's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $2,459,367,996
- Discretionary: $2,459,367,996
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 17 | $2,447,360,933 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | 2 | $12,007,063 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 25 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Coconut Grove, FL
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- martiscapital.com
- LinkedIn @martis-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,314,009,515 | 18 | August 20, 2021 |
| October 2022 | $1,331,665,193 | 19 | April 28, 2022 |
| October 2023 | $1,887,717,519 | 19 | September 25, 2023 |
| October 2024 | $1,963,312,927 | 23 | March 28, 2024 |
| October 2025 | $2,138,897,780 | 23 | March 28, 2025 |
| October 2026 | $2,459,367,996 | 25 | July 13, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Martis Capital Management, LLC (CRD 296437): Form ADV filing data as of October 2026.