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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

CENSIBLE

PORTFOLIO.ME, LLC, CRD 283036

KEY BISCAYNE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d7c423a9-46ac-42c0-5e80-e440e37ac72c

Data as of Mar 31, 2017 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 23, 2016 to Mar 31, 2017
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $774,328Item 5.F on the latest filing (2017-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $774,328
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 3
Accounts: 7
SEC number: 801-107532
CRD: 283036
Filings on the tape: 4
First filed: Mar 23, 2016
Latest filed: Mar 31, 2017
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Dick, Cristhian, Carlos	MANAGER AND CHIEF OPERATING OFFICER	B	yes	08/2015	Mar 23, 2016	Mar 31, 2017
GARVEY, LUANNE, MORRIS	CHIEF COMPLIANCE OFFICER	Na	yes	01/2017	Jan 24, 2017	Mar 31, 2017
MARTIN, PATRICK, ALBERT	Manager	C	yes	08/2015	Mar 23, 2016	Mar 31, 2017
Martin, Philip, Albert	MANAGER AND CHIEF EXECUTIVE OFFICER	C	yes	08/2015	Mar 23, 2016	Mar 31, 2017
PONTONIO, ALBERTO, GIANLUIGI	Principal	B	no	08/2015	Mar 23, 2016	Mar 31, 2017

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MARTIN INVESTMENT MANAGEMENT, LLC	n/a	Mixed wealth	$888M	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Mar 31, 2017	$774,328	$774,328	5	3	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$774,328	n/a	n/a	n/a	n/a	5	n/a	n/a	n/a

Relationships

Affiliated with (1)

→ MARTIN INVESTMENT MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (4)

← GARVEY, LUANNE, MORRISOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 24, 2017 to presentfactForm ADV
← MARTIN, PATRICK, ALBERTOwnerMANAGER, ownership code C, individual
Mar 23, 2016 to presentfactForm ADV
← Dick, Cristhian, CarlosOwnerMANAGER AND CHIEF OPERATING OFFICER, ownership code B, individual
Mar 23, 2016 to presentfactForm ADV
← Martin, Philip, AlbertOwnerMANAGER AND CHIEF EXECUTIVE OFFICER, ownership code C, individual
Mar 23, 2016 to presentfactForm ADV

Owns (1)

← PONTONIO, ALBERTO, GIANLUIGIOwnerPRINCIPAL, ownership code B, individual
Mar 23, 2016 to presentfactForm ADV

Dated events

Occurred
Mar 23, 2016
First Form ADV filing
Censible filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d7c423a9-46ac-42c0-5e80-e440e37ac72c
First observed: Mar 23, 2016
Last observed: Mar 31, 2017 115 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CENSIBLE

PORTFOLIO.ME, LLC, CRD 283036

KEY BISCAYNE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d7c423a9-46ac-42c0-5e80-e440e37ac72c

Data as of Mar 31, 2017 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:45 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Dick, Cristhian, Carlos

MANAGER AND CHIEF OPERATING OFFICER

yes

08/2015

Mar 23, 2016

Mar 31, 2017

GARVEY, LUANNE, MORRIS

CHIEF COMPLIANCE OFFICER

yes

01/2017

Jan 24, 2017

Mar 31, 2017

MARTIN, PATRICK, ALBERT

Manager

yes

08/2015

Mar 23, 2016

Mar 31, 2017

Martin, Philip, Albert

MANAGER AND CHIEF EXECUTIVE OFFICER

yes

08/2015

Mar 23, 2016

Mar 31, 2017

PONTONIO, ALBERTO, GIANLUIGI

Principal

08/2015

Mar 23, 2016

Mar 31, 2017

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MARTIN INVESTMENT MANAGEMENT, LLC

n/a

Mixed wealth

$888M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 31, 2017

$774,328

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$774,328

n/a