DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Former SEC-registered adviser

M•••••••• C•••••• P•••••••• L••

Former SEC-registered adviserGreenwich, ConnecticutCRD 286562SEC 801-121477IAPD
Latest filing Mar 17, 2024
First filing on the tape May 12, 2021 · 8 filings
RAUM
$18.0M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$18.0M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$18.0M
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$18.0M as of Mar 17, 2024
Mar 18, 2022$95.8M then
HNW client RAUM$18.0M as of Mar 17, 2024
Mar 18, 2022$95.8M then
State-registered IARs (5.B.3)1 as of Mar 17, 2024
Mar 18, 20220 then
Employees (5.A)2 as of Mar 17, 2024
Mar 18, 20221 then
Private funds: no history
RAUM -3.1% over the last fiscal yearIARs 0 to 1
Practice profile
derived from the filing of Mar 17, 2024; every figure names its basis
RAUM per advisor
$18.0MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
18derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.0MderivedHNW RAUM over HNW clients
Average account
$668,008derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
-3.1%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
+29%derived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$18.0M100%
Individual clients
0reported
HNW clients
18reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
27reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
A••••• E••••••• M••••••••Chartered Financial AnalystGreenwich, CtFeb 8, 201710 y0
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • M••••••••• A•••••• E••••••• · Managing Director; Chief Investment Officer; Chief Compliance Officercontrol
        since 01/2017 · owns 75% or more
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 14 to 27
        Jan 8, 2024 to Mar 17, 2024
      • HNW clients · 14 to 18
        Jan 8, 2024 to Mar 17, 2024
      • Discretionary RAUM · $18.6M to $18.0M
        Jan 8, 2024 to Mar 17, 2024
      • HNW RAUM · $18.6M to $18.0M
        Jan 8, 2024 to Mar 17, 2024
      • RAUM · $18.6M to $18.0M
        Jan 8, 2024 to Mar 17, 2024
      • Employees · 1 to 2
        Sep 18, 2023 to Oct 13, 2023
      • State-registered IARs · 0 to 1
        Sep 18, 2023 to Oct 13, 2023
      • HQ city · unset to GREENWICH
        Mar 27, 2023 to Sep 18, 2023
      • HQ state · unset to CT
        Mar 27, 2023 to Sep 18, 2023
      • Accounts · 34 to 14
        May 4, 2022 to Mar 27, 2023
      • HNW clients · 18 to 14
        May 4, 2022 to Mar 27, 2023
      • Discretionary RAUM · $95.8M to $18.6M
        May 4, 2022 to Mar 27, 2023
      • HNW RAUM · $95.8M to $18.6M
        May 4, 2022 to Mar 27, 2023
      • RAUM · $95.8M to $18.6M
        May 4, 2022 to Mar 27, 2023
      • Accounts · 16 to 34
        May 12, 2021 to Mar 18, 2022
      • Charity clients · unset to 0.0
        May 12, 2021 to Mar 18, 2022
      • Corporate clients · unset to 0.0
        May 12, 2021 to Mar 18, 2022
      • HNW clients · 16 to 18
        May 12, 2021 to Mar 18, 2022
      • Individual clients · unset to 0.0
        May 12, 2021 to Mar 18, 2022
      • Pension plan clients · unset to 0.0
        May 12, 2021 to Mar 18, 2022
      • Pooled vehicle clients · unset to 0.0
        May 12, 2021 to Mar 18, 2022
      • Financial planning clients · 0 to unset
        May 12, 2021 to Mar 18, 2022
      • Discretionary RAUM · $108M to $95.8M
        May 12, 2021 to Mar 18, 2022
      • HNW RAUM · $108M to $95.8M
        May 12, 2021 to Mar 18, 2022
      • Individual RAUM · unset to 0.0
        May 12, 2021 to Mar 18, 2022
      • Pension RAUM · unset to 0.0
        May 12, 2021 to Mar 18, 2022
      • Pooled vehicle RAUM · unset to 0.0
        May 12, 2021 to Mar 18, 2022
      • RAUM · $108M to $95.8M
        May 12, 2021 to Mar 18, 2022
      Signals
      1 dated events
      • M•••••••• C•••••• P•••••••• L•• filed its initial SEC registration (Form ADV)
        May 12, 2021 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Website
      martorellcapitalpartners.comreportedpublic record, Form ADV, Sep 19, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      $18.0Mderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026