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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SEC-registered adviser
M••••• C•••••• M••••••••• L••
Latest filing Jul 13, 2026
First filing on the tape Jun 20, 2018 · 20 filings
SEC status approved since Jul 19, 2018
RAUM
$2.5B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
25
15 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
15
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$2.5B as of Jul 13, 2026
Mar 29, 2019$1.5B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 13, 2026
Mar 29, 20190 then
Employees (5.A)25 as of Jul 13, 2026
Mar 29, 201914 then
Private funds15 as of Jul 13, 2026
Mar 29, 201912 then
RAUM +15% over the last fiscal year+9.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 13, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $129MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.4B100%
- Charitable organizations$12.0M0.5%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- 2reported
- Accounts
- 19reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
18 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M••••• P••••••• I••• L• | Private Equity Fund | $463M | 81 | Mar 29, 2019 |
| C•••••••• H••••••••• • S•••••• O••••••••• I•• L• | Private Equity Fund | $195M | 70 | Mar 30, 2016 |
| C••• S••• L•no longer reported | Private Equity Fund | $121M | 12 | Mar 29, 2019 |
| M••••• P••••••• I•• P•• L• | Private Equity Fund | $116M | 19 | Mar 29, 2019 |
| M••••• P••••••• I•• L• | Private Equity Fund | $110M | 105 | Mar 31, 2022 |
| C•••••••• H••••••••• A•• S•••••• O••••••••• L• | Private Equity Fund | $51.1M | 3 | Mar 29, 2012 |
| M••••• P••••••• I• A•••••• C••••••••• L• | Private Equity Fund | $45.5M | 18 | Mar 31, 2023 |
| M••••• P••••••• I•• S•••••• C••••••••• L• | Private Equity Fund | $37.4M | 8 | Mar 31, 2022 |
| M••••• P••••••• I•• C••••••• C••••••••• L• | Private Equity Fund | $25.6M | 8 | Mar 30, 2021 |
| M••••• P••••••• I• P•• L• | Private Equity Fund | $22.5M | 27 | Mar 31, 2022 |
| M••••• P••••••• I•• O•••••• C••••••••• L• | Private Equity Fund | $17.4M | 4 | Mar 30, 2021 |
| C•••••••• H••••••••• • S•••••• O••••••••• I•••• L• | Private Equity Fund | $5.3M | 11 | Mar 29, 2019 |
| C••• T••• L• | Private Equity Fund | $4.5M | 13 | Mar 29, 2019 |
| C••• S••• L• | Private Equity Fund | $3.0M | 13 | Mar 29, 2019 |
| C••• C••• L• | Private Equity Fund | $2.6M | 4 | Mar 29, 2012 |
| C••••••••• I••••••••• L••no longer reported | Private Equity Fund | $0 | 16 | Mar 29, 2018 |
| C•••••••• H••••••••• S• I•• L••no longer reported | Private Equity Fund | $0 | 20 | Mar 29, 2018 |
| C•••••••• H••••••••• S• I• L••no longer reported | Private Equity Fund | $0 | 22 | Mar 31, 2015 |
Owners and control persons
Schedule A and B, latest filing
- D••••• O•••• J••• · Managing Partnercontrolsince 09/2021 · owns less than 5%
- M••••• T•••••• M•••••• · Chief Compliance Officer And Chief Financial Officercontrolsince 12/2024 · owns less than 5%
- M•••••• M••••• E•••••• · Managing Partnercontrolsince 09/2021 · owns less than 5%
- U•••••• B••••• J•• · Managing Partnercontrolsince 07/2015 · owns less than 5%
- D••••• O•••• J••• · Limited Partnercontrolsince 06/2023 · owns 25% to 50% of M••••• C•••••• M••••••••• H••••••• L•
- D••••• O•••• J••• · Managing Membercontrolsince 06/2023 · owns 25% to 50% of M••••• C•••••• H••••••• G•• L••
- M•••••• M••••• E•••••• · Managing Membercontrolsince 06/2023 · owns 25% to 50% of M••••• C•••••• H••••••• G•• L••
- M•••••• M••••• E•••••• · Limited Partnercontrolsince 06/2023 · owns 25% to 50% of M••••• C•••••• M••••••••• H••••••• L•
- U•••••• B••••• J•• · Limited Partnercontrolsince 06/2023 · owns 25% to 50% of M••••• C•••••• M••••••••• H••••••• L•
- U•••••• B••••• J•• · Managing Membercontrolsince 06/2023 · owns 25% to 50% of M••••• C•••••• H••••••• G•• L••
Entity owners
- M••••• C•••••• H•••••••• L• · Managing Memberdirect · owns 75% or more
- M••••• C•••••• H••••••• G•• L•• · General Partnerindirect · owns F of M••••• C•••••• H•••••••• L•
- M••••• C•••••• H••••••• G•• L•• · General Partnerindirect · owns F of M••••• C•••••• M••••••••• H••••••• L•
- M••••• C•••••• M••••••••• H••••••• L• · Limited Partnerindirect · owns 50% to 75% of M••••• C•••••• H•••••••• L•
Related persons
Schedule D 7.A
- C•••••••• I••••••••• G•••• L••investment adviserpooled vehicle sponsornRAUM $19B
- C••• B•••• P•••••••• L••pooled vehicle sponsorn
- C••• P••••••• I•• L••investment adviserpooled vehicle sponsorn
- C••• P•••••••• L••pooled vehicle sponsorn
- M••••• C•••••• H••••••• G•• L••pooled vehicle sponsory
- M••••• P••••••• I•• G•• L••pooled vehicle sponsorn
- M••••• P••••••• I• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Coconut Grove, FL6 employees
- San Francisco, CA6 employees
What changed
consecutive filings, newest first
- Private funds · 14 to 15Mar 30, 2026 to Apr 28, 2026
- Advisory activities · 2 to 1Mar 28, 2025 to Mar 30, 2026
- Employees · 23 to 25Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $2.1B to $2.5BMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $2.1B to $2.4BMar 28, 2025 to Mar 30, 2026
- RAUM · $2.1B to $2.5BMar 28, 2025 to Mar 30, 2026
- Accounts · 18 to 19Dec 9, 2024 to Mar 28, 2025
- Advisory employees · 18 to 15Dec 9, 2024 to Mar 28, 2025
- Pooled vehicle clients · 16 to 17Dec 9, 2024 to Mar 28, 2025
- Employees · 25 to 23Dec 9, 2024 to Mar 28, 2025
- Financial planning clients · unset to Dec 9, 2024 to Mar 28, 2025
- Discretionary RAUM · $2.0B to $2.1BDec 9, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $2.0B to $2.1BDec 9, 2024 to Mar 28, 2025
- RAUM · $2.0B to $2.1BDec 9, 2024 to Mar 28, 2025
- Advisory employees · 14 to 18Mar 28, 2024 to Dec 9, 2024
- Employees · 23 to 25Mar 28, 2024 to Dec 9, 2024
- Other offices · 1 to 2Mar 28, 2024 to Dec 9, 2024
- Accounts · 20 to 18Sep 25, 2023 to Mar 28, 2024
- Advisory employees · 13 to 14Sep 25, 2023 to Mar 28, 2024
- Charity clients · unset to 2.0Sep 25, 2023 to Mar 28, 2024
- Pooled vehicle clients · 18 to 16Sep 25, 2023 to Mar 28, 2024
- Employees · 19 to 23Sep 25, 2023 to Mar 28, 2024
- Private funds · 15 to 14Sep 25, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.9B to $2.0BSep 25, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.9B to $2.0BSep 25, 2023 to Mar 28, 2024
- RAUM · $1.9B to $2.0BSep 25, 2023 to Mar 28, 2024
- Advisory employees · 12 to 13Apr 28, 2022 to Mar 31, 2023
- Private funds · 16 to 15Apr 28, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.3B to $1.9BApr 28, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.3B to $1.9BApr 28, 2022 to Mar 31, 2023
- RAUM · $1.3B to $1.9BApr 28, 2022 to Mar 31, 2023
- Accounts · 17 to 20Oct 26, 2021 to Mar 31, 2022
- Advisory employees · 13 to 12Oct 26, 2021 to Mar 31, 2022
- Pooled vehicle clients · 15 to 18Oct 26, 2021 to Mar 31, 2022
- Employees · 18 to 19Oct 26, 2021 to Mar 31, 2022
- Private funds · 13 to 16Oct 26, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.3B to $1.3BOct 26, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $1.3B to $1.3BOct 26, 2021 to Mar 31, 2022
- RAUM · $1.3B to $1.3BOct 26, 2021 to Mar 31, 2022
- Accounts · 15 to 17May 6, 2020 to Mar 30, 2021
Signals
8 dated events
- M•••••• T••••• M•••• (Chief Compliance Officer And Chief Financial Officer) appeared on Schedule A of M••••• C•••••• M••••••••• L••Dec 9, 2024 · Control person joined · fact
- Edward Mark Letscher (Chief Compliance Officer And Chief Financial Officer) no longer on Schedule A of M••••• C•••••• M••••••••• L•• (listed 2024-03-28, absent 2024-12-09)Dec 9, 2024 · Control person left · inference
- M••••• C•••••• M••••••••• L•• reported RAUM $1.9B, up 42% from $1.3B (2022-04-28 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Omid Shahab Vagefi (Manager) no longer on Schedule A of M••••• C•••••• M••••••••• L•• (listed 2021-08-20, absent 2021-10-26)Oct 26, 2021 · Control person left · inference
- Edward Mark Letscher (Chief Compliance Officer And Chief Financial Officer) appeared on Schedule A of M••••• C•••••• M••••••••• L••Aug 20, 2021 · Control person joined · fact
- Lynn Andrea Pekala (Chief Compliance Officer, Chief Financial Officer) no longer on Schedule A of M••••• C•••••• M••••••••• L•• (listed 2021-03-30, absent 2021-08-20)Aug 20, 2021 · Control person left · inference
- M••••• C•••••• M••••••••• L•• reported RAUM $1.5B, up 48% from $1.0B (2018-09-13 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- C••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 20, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- M••••• C•••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- M••••• C•••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/martis-capitalreportedpublic record, Form ADV, Sep 19, 2026
- Website
- m•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 202-975-1281reportedpublic record, Form ADV, Jul 13, 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
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026