DFX Intelligence
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M•••••• A•••• M•••••••••
Family investment company· Newport Beach, California
Family investment company, based in Newport Beach, California.
Composed from this office's classification, location and record.
As of · the latest observation of this office; filed figures carry their own filing dates
- Direct investments
- Not established
- Decision makers
- 3
- Capital scale
- Not established
- Last deployment
- Not established
The office's site, Form ADV Schedule A and filings
As of · the latest observation of this office; filed figures carry their own filing dates
Why this matters
- Check, low $5.0M
- Contact points 2
Readings, classification basis and verificationidentity confidence 70% · 26 observations · 3 sourcesShowHide
Family investment companyVerified Sep 21, 2026 (2 days ago)8 people · 0 investments · 0 public positions · 4 events
Why this class: a filing by a third party describes it as a family investment company (cited).
Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.
Overviewshow
Profile completeness 44% (high value, high value shallow; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Family investment company
- Description
- ••• Locked
- Headquarters
- Newport Beach, California
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- $151M as of Mar 17, 2020Fact
Classification history
- Sep 14, 2026Family investment company 70%a filing by a third party describes it as a family investment company (cited)Fact
- Sep 14, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth originshow
- Family served
- unknown
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team8 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| J••• A••••••• | D•••••••• M•••••• A••••••••• B••• F•••• L••• | Board · investment decisions | none on record | |
| M••••••• W••••••••• | D•••••••• M•••••• A••••••••• B••• F•••• L••• | Board · investment decisions | none on record | |
| D• J••• B••••• | Chief Executive Officer and Co-CIO | Chief investment officer | none on record | en.wikipedia.org Fact |
| D• J••• B••••• | Chief Executive Officer | Leadership | none on record | sec.gov Fact |
| D• J••• B••••• family | Chief Executive Officer and Co-Chief Investment Officer | Leadership · investment decisions | none on record | sbai.org Fact |
| J••••• P•••••••• | Chief Compliance Officer | Operations and finance · investment decisions | none on record | |
| K•••• W••••••• | Chief Financial Officer | Operations and finance · investment decisions | none on record | |
| E•••••••• F•••••• | Member | Other · investment decisions | none on record |
Office contact points
Investment mandateshow
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- unknown
- Allocates to managers
- No: the M•••••• Alternative Beta Fund is not a fund of funds, so the capital is run internally rather than placed with outside managers
- Asset classes
- Liquid alternatives, run as an alternative beta hedge fund strategy
- Sectors
- unknown
- Geography
- unknown
- Check size
- $5.0M to n/a
Direct investmentsshow
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdingsshow
Form 13F holdings
No 13F filing on the record for this office.
Real estateshow
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entities5show
Signals and timeline4show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 4 events. 13F position changes are under Public stakes and holdings.
- Apr 6, 2026Office discovered••• LockedDiscoveryFactsec.gov
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
- Jan 1, 2019Office formed••• LockedOrganisationFacten.wikipedia.org
- Jun 1, 2017Family liquidity event••• LockedwealthFacten.wikipedia.org
Sources and evidence26show
Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 26 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+10 v••••••• b••••••• e••••• (1)
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 d•••••••••
+10 s••••• m••••••
+10 p•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (1098)
Mandate confidence
+20 s••••• m•••••• o• t•• r•••••
Identity confidence
+70 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (169 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Allocates to managers | ••• Locked “••• Locked” | Mar 17, 2020 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Inference |
| Asset classes | ••• Locked “MARTLET ALTERNATIVE BETA FUND, LTD.” | Mar 17, 2020 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Fact |
| Aum stated | ••• Locked “Discretionary: (a) $ 150,702,011 (d) 2” | Mar 17, 2020 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Fact |
| Aum stated | ••• Locked “••• Locked” | Mar 17, 2020 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Fact |
| Assets under management | $151M | Mar 17, 2020 | DFX model output (c••••••••• rules, scores, mandates, matches) reports.adviserinfo.sec.gov | Fact |
| Check size (low) | ••• Locked “••• Locked” | Mar 17, 2020 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Fact |
| Decision rights | ••• Locked “••• Locked” | Mar 17, 2020 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Inference |
| Description | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) martletasset.com | Fact |
| Description | ••• Locked “••• Locked” | Mar 17, 2020 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Fact |
| Edgar fts discovery | private investment office | Apr 6, 2026 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Formation year | ••• Locked “••• Locked” | Nov 19, 2024 | DFX analyst research (General-assisted, every claim URL-cited) cfamontreal.org | Fact |
| Headquarters | Newport Beach, California “••• Locked” | Jan 1, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sbai.org | Fact |
| Headquarters | ••• Locked “••• Locked” | Mar 17, 2020 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Fact |
| Investment committee | ••• Locked “JORION, PHILIPPE, JACQUES I CO-CHIEF INVESTMENT OFFICER” | Mar 17, 2020 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Fact |
| Legal entity | M•••••• A•••• M•••••••••, LLC “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Legal entity | ••• Locked “••• Locked” | Mar 17, 2020 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Fact |
| Liquidity event | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Office type (stated) | family_investment_company | Apr 6, 2026 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Operating model outsourced | ••• Locked “••• Locked” | Mar 17, 2020 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Fact |
| Satellite office | ••• Locked “••• Locked” | Mar 17, 2020 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Fact |
| Team size investment | ••• Locked “••• Locked” | Mar 17, 2020 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Fact |
| Team size total | 10 employees, excluding clerical workers “••• Locked” | Mar 17, 2020 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Fact |
| Technology stack | ••• Locked “GLOBAL RELAY HOSTS MARTLET'S EMAIL ARCHIVE PROCESS.” | Mar 17, 2020 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Fact |
| Source of wealth | ••• Locked “••• Locked” | Jan 1, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sbai.org | Inference |
| Website search | not_found | Sep 16, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 14, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |