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CRD 105381
PALM BEACH GARDENS, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| PATRICK ALBERT MARTIN | Chartered Financial Analyst | EVANSTON, IL | NORTH PALM BEACH, FL | 15 | 24 | 1 | no |
| Matthew Alexander Pawlowski | Chartered Financial Analyst | PALM BEACH GARDENS, FL | 0 | 10 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| MARTIN INVESTMENTS, A WISCONSIN GENERAL PARTNERSHIP | Other Private Fund | $3.6M | Mar 26, 2024 | 4 | Mar 27, 2012 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MARTIN, PATRICK, ALBERT | MANAGING DIRECTOR | B | yes | 01/2002 | Mar 27, 2012 | Mar 26, 2024 |
| MARTIN, SANDRA, MARIE STASKON | MANAGING DIRECTOR | B | yes | 08/2003 | Mar 27, 2012 | Mar 26, 2024 |
| SANDRA M. STASKON MARTIN TRUST DTD 12/14/2012, SANDRA M. STASKON MARTIN, TTEE | Member | C | yes | 12/2012 | Jun 16, 2020 | Mar 26, 2024 |
| ZELLERBACH, MARY ELLEN, MARTIN | MANAGING DIRECTOR | Na | yes | 05/2003 | Mar 27, 2012 | Mar 26, 2024 |
| BURKE, LISA, MARIE | CHIEF COMPLIANCE OFFICER | Na | no | 08/2023 | Sep 6, 2023 | Mar 26, 2024 |
| PCL TRUST C/U MARY ELLEN NEUFELD MARTIN CHARITABLE LEAD TRUST DTD 12/9/1982 PATRICK A. MARTIN & JEFFREY S. BILLINGS, TTEES | Member | B | no | 06/2016 | Jun 16, 2020 | Mar 26, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Evanston | IL | United States | 5 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 17, 2026 | $888M | $888M | 12 | 8 | 1 | 1 | n/a |
| 2024 | Mar 27, 2025 | $849M | $849M | 12 | 8 | 1 | 1 | n/a |
| 2023 | Mar 26, 2024 | $850M | $833M | 11 | 7 | 1 | 1 | $3.6M |
| 2022 | Mar 24, 2023 | $880M | $875M | 12 | 7 | 1 | 1 | $3.0M |
| 2021 | Mar 30, 2022 | $1.1B | $1.1B | 12 | 7 | 1 | 1 | $3.8M |
| 2020 | Mar 29, 2021 | $742M | $723M | 10 | 5 | 1 | 1 | $3.3M |
| 2019 | Mar 26, 2020 | $614M | $595M | 10 | 5 | 1 | 1 | $2.9M |
| 2018 | Mar 27, 2019 | $528M | $515M | 10 | 5 | 1 | 1 | $2.1M |
| 2017 | Mar 28, 2018 | $632M | $631M | 11 | 4 | 1 | 1 | $2.2M |
| 2016 | Mar 30, 2017 | $835M | $835M | 11 | 4 | n/a | 1 | $1.8M |
| 2015 | Mar 28, 2016 | $773M | $773M | 11 | 4 | n/a | 1 | $1.8M |
| 2014 | Mar 30, 2015 | $720M | $720M | 9 | 4 | n/a | 1 | $1.8M |
| 2013 | Mar 29, 2014 | $586M | $586M | 9 | 4 | n/a | 1 | $1.8M |
| 2012 | Mar 28, 2013 | $315M | $315M | 9 | 3 | n/a | 1 | $2.0M |
| 2011 | Mar 27, 2012 | $254M | $254M | n/a | n/a | n/a | 1 | $1.6M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $888M | $849M | 4.6% | $880M | 0.3% | 12 | 12 | 1 | 1 |