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Martin Capital Partners LLC
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CRD # | 153452 |
SEC # | 801-71360 |
CIK # | 0001731216 |
AUM | $333.0 MM (2024-03-29) |
Employees | 4 (100% Investors, 0% Brokers) |
Phone | 541-636-4170 |
Address | 940 Willamette St, Suite 350 Eugene, OR 97401 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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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RI | 0.3 |
Quad-Cities Investment Group LLC
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IA | 0.3 |
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IL | 0.3 |
Peregrine Investment Advisors LLC
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MS | 0.3 |
Juncture Wealth Strategies LLC
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AZ | 0.3 |
Smith Financial Investment Advisors Inc
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IN | 0.3 |
Capasso Planning Partners LLC
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SC | 0.3 |
Signature Wealth Management Partners LLC
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NJ | 0.3 |
Alphaq Advisors LLC
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FL | 0.3 |
Joule Financial LLC
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|
KY | 0.3 |