Martis Capital Management LLC

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Assets, Funds, Holdings

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Martis Capital Management LLC
CRD #296437
SEC #801-113653
CIK #
AUM $2.5 B (2026-04-28)
Employees 25 (60% Investors, 0% Brokers)
Phone202-975-1281
Address2020 K Street NW
Washington, DC 20006
Source [IAPD] [Website] [LinkedIn]
Total AUM ($B)
3.02.41.81.20.60.02010201520212027
Type Form D Funds Date Sold ($M) AUM ($M)
PE Martis Partners IV Three Oaks Co-Invest LP [2026-04-28] 0.0 63.0
PE Martis Partners IV Alcanza Co-Invest LP [2023-03-31] 0.0 114.6
PE Martis Partners III Sharemd Co-Invest LP [2022-03-31] 0.0 36.7
PE Martis Partners IV LP [2022-03-31] 715.8 529.2
PE Martis Partners IV PV LP [2022-03-31] 715.8 108.2
PE Martis Partners III Credible Co-Invest LP [2021-03-30] 0.0 40.5
PE Martis Partners III Overage Co-Invest LP [2021-03-30] 0.0 25.2
PE Capricorn Healthcare & Special Opportunities II-A LP 2019-03-29 5.4
PE CHSO SEQ LP [2019-03-29] 0.0 120.9
PE CHSO SFP LP [2019-03-29] 0.0 2.0
View All
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 17 2.4
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 2 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(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 19 2.5
By Discretionary
Discretionary 19 2.5
Non-Discretionary 0 0.0
Total 19 2.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.5
Total 19 2.5
Form D Directors Role # Filings # Firms 2011 - 2026
Stephen George 57 5
Barry Uphoff 42 3
Eric Techel 18 3
Owen Davis 16 2
Mario Moreno 5 2
Martis Capital Management LLC 6 1
Shahab Vagefi 5 1
Martis Partners III GP LLC 4 1
Martis Partners IV GP LLC 2 1
CHSO Partners LLC 1 1
View All
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Balance Point Capital Advisors LLC
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SR One Capital Management LP
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BlackRock Asset Management Schweiz AG
2.4
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