Martello Investment Management L.P. (Great Barrington)

Martello Investment Management L.P. is a large advisory firm based in Great Barrington. It manages $940.68 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Massachusetts.

Martello Investment Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Martello Investment Management: assets under management

The assets under management (AUM) of Martello Investment Management L.P. is $940.68 million. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $280.18 million in discretionary accounts and $660.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $40.03 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $330.25 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Martello Investment Management L.P. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Martello Investment Management L.P.

Martello Investment Partners Lp joined the executive team most recently as the General Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Mccarthy	Chief executive officer	1 Mar 2002	Other	2444155
David Rabb Bailin	Partner	1 Mar 2002	Other	2005301
Martello Investment Management Llc	Partner	1 Mar 2002	75% - 100%	35-2161188
Timothy Andrew Umbach	Chief financial officer and chief compliance officer	1 Mar 2003	Other	5029284
Ellen Ruth Shaer	Investor relations	1 Oct 2003	Other	1299438
Martello Investment Partners Lp	General partner	1 Dec 2006	50% - 75%	87-0791125

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Martello Investment Management Llc	General partner	1 Dec 2006	Other	35-2161188
Neil Andrew Loden	Member	1 Dec 2006	25% - 50%	2281747

Based in Great Barrington

The principal office where Martello Investment Management L.P. performs its advisory services is located at 291 Main Street Suite 302, Great Barrington, MA 01230, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 413-644-3800 or by fax 413-644-3810. The normal business hours are 9am to 5pm on Monday - Friday.