Martin Capital Partners LLC

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Assets, Funds, Holdings

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Martin Capital Partners LLC
CRD #153452
SEC #801-71360
CIK #0001731216
AUM $333.0 MM (2024-03-29)
Employees 4 (100% Investors, 0% Brokers)
Phone541-636-4170
Address940 Willamette St, Suite 350
Eugene, OR 97401
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
3502802101407002010201520202025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
UL 115,645.2 0.0
GD 61,231.2 0.0
AMGN 130,083.0 0.0
TXN 142,156.2 0.0
JPM 340,169.2 0.0
MSFT 1,918,222.4 0.0
VZ 211,914.0 0.0
CFR 7,566.7 0.0
ETR 22,747.4 0.0
PEG 31,268.6 0.0
View All
Holdings by Sector ($MM)
2502001501005002017201920222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 113 37.6
(b) Individuals (high net worth individuals) 40 153.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 2.4
(h) Charitable organizations 0 8.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 11 130.2
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 1.6
(n) Other 0 0.0
Total 670 333.0
By Discretionary
Discretionary 670 333.0
Non-Discretionary 0 0.0
Total 670 333.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 333.0
Total 670 333.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001731216]
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Alphaq Advisors LLC
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Joule Financial LLC
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