AdvisorCensus / Financial advisors / Connecticut / Bridgeport / Martorell Capital Partners, LLC
Martorell Capital Partners, LLC is a state-registered investment advisory firm in Greenwich, CT, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.
Quick answers
From the filingHow is Martorell Capital Partners, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Martorell Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Martorell Capital Partners, LLC located?
Martorell Capital Partners, LLC's principal office is in Greenwich, CT, according to its Form ADV.
Is Martorell Capital Partners, LLC registered with the SEC or a state?
Martorell Capital Partners, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 286562.
How much does Martorell Capital Partners, LLC manage?
Martorell Capital Partners, LLC reports $51,330,906 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (100% discretionary).
How have Martorell Capital Partners, LLC's assets and staff changed since 2021?
In the Form ADV data for Martorell Capital Partners, LLC: Regulatory assets under management: $108,000,000 in the October 2021 data and $51,330,906 in the October 2026 data, down 52%. Total employees: 1 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Martorell Capital Partners, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (18).
Does Martorell Capital Partners, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/286562
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$51,330,906 as of October 2026, filing dated August 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2024 (2 years)
- Employees
- Total: 2. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 states or jurisdictions
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $51,330,906 | 2 | August 25, 2026 |
| October 2023 | $18,612,015 | 1 | September 18, 2023 |
| October 2022 | $95,750,921 | 1 | May 4, 2022 |
| October 2021 | $108,000,000 | 1 | May 12, 2021 |
Regulatory assets under management: $108,000,000 in the October 2021 data and $51,330,906 in the October 2026 data, down 52%.
Total employees: 1 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Martorell Capital Partners, LLC (CRD 286562): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/martorell-capital-partners-llc-greenwich-ct-286562