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| Martin Investment Management LLC
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|---|---|
| CRD # | 105381 |
| SEC # | 801-32896 |
| CIK # | 0001008868, 0001005505, 0001511888 |
| AUM | 888.1 M (2026-04-17) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 847-424-9124 |
| Address | 2000 PGA Blvd Palm Beach Gardens, FL 33408-2738 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Novartis AG | 24.6 | ||
| Astrazeneca PLC | 24.0 | ||
| Apple Inc | 19.5 | ||
| Alphabet Inc | 18.1 | ||
| Sony Corp | 17.4 | ||
| Toyota Motor Corp/ | 16.7 | ||
| Deutsche Bank Aktiengesellschaft | 15.6 | ||
| Mastercard Inc | 15.2 | ||
| Stantec Inc | 12.3 | ||
| American Express Co | 10.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Martin Investments A Wisconsin General Partnership | 2012-03-27 | 3.6 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 178 | 40.8 |
| (b) Individuals (high net worth individuals) | 83 | 170.6 |
| (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 | 3 | 3.6 |
| (g) Pension and profit sharing plans | 4 | 2.5 |
| (h) Charitable organizations | 1 | 19.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 12 | 651.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 281 | 888.1 |
| By Discretionary | ||
| Discretionary | 281 | 888.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 281 | 888.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.6 | |
| United States Persons | 885.4 | |
| Total | 281 | 888.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 4 | [0001005505] | |
| 5 | [0001005505] | |
| 13F-HR | [0001008868] | |
| 13F-HR | [0001511888] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 7 (1 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Trust Martin | |
| Virtusa Corp |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Virtusa Corp VRTU
Common Stock
|
2017-09-26 | Gift | 17,234 | ||
|
Virtusa Corp VRTU
Common Stock
|
2017-09-26 | Gift | 17,234 | ||
|
Virtusa Corp VRTU
Non-qualified Stock Option (right to buy) · derivative
|
2017-09-07 | Option exercise | 9,397 | $9.20 | 86,452 |
|
Virtusa Corp VRTU
Non-qualified Stock Option (right to buy) · derivative
|
2017-09-07 | Option exercise | 2,665 | $34.27 | 91,330 |
|
Virtusa Corp VRTU
Non-qualified Stock Option (right to buy) · derivative
|
2017-09-07 | Option exercise | 5,723 | $14.63 | 83,727 |
|
Virtusa Corp VRTU
Non-qualified Stock Option (right to buy) · derivative
|
2017-09-07 | Option exercise | 5,518 | $15.22 | 83,984 |
|
Virtusa Corp VRTU
Common Stock
|
2017-09-07 | Option exercise | 5,518 | $15.22 | 83,984 |
|
Virtusa Corp VRTU
Common Stock
|
2017-09-07 | Option exercise | 5,723 | $14.63 | 83,727 |
|
Virtusa Corp VRTU
Common Stock
|
2017-09-07 | Option exercise | 6,186 | $13.42 | 83,016 |
|
Virtusa Corp VRTU
Common Stock
|
2017-09-07 | Option exercise | 2,665 | $34.27 | 91,330 |
|
Virtusa Corp VRTU
Common Stock
|
2017-09-07 | Option exercise | 9,397 | $9.20 | 86,452 |
|
Virtusa Corp VRTU
Common Stock
|
2017-09-07 | Sell | 12,255 | $35.31 | 432,724 |
|
Virtusa Corp VRTU
Non-qualified Stock Option (right to buy) · derivative
|
2017-09-07 | Option exercise | 6,186 | $13.42 | 83,016 |
|
Virtusa Corp VRTU
Common Stock
|
2017-08-30 | Sell | 3,080 | $35.55 | 109,494 |
|
Virtusa Corp VRTU
Non-qualified Stock Option (right to buy) · derivative
|
2017-08-30 | Option exercise | 22,716 | $4.74 | 107,674 |
|
Virtusa Corp VRTU
Common Stock
|
2017-08-30 | Gift | 19,636 | ||
|
Virtusa Corp VRTU
Common Stock
|
2017-08-30 | Gift | 19,636 | ||
|
Virtusa Corp VRTU
Common Stock
|
2017-08-30 | Option exercise | 22,716 | $4.74 | 107,674 |
|
Virtusa Corp VRTU
Common Stock
|
2017-07-25 | Gift | 7,414 | ||
|
Virtusa Corp VRTU
Common Stock
|
2017-07-25 | Gift | 7,414 | ||
| showing 20 of 69 most recent transactions | |||||
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