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| Happy Holidays!! thanks for using AUM13F!! |
| Martis Capital Management LLC
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| CRD # | 296437 |
| SEC # | 801-113653 |
| CIK # | |
| AUM | $2.1 B (2025-03-28) |
| Employees | 23 (65% Investors, 0% Brokers) |
| Phone | 202-975-1281 |
| Address | 2020 K Street NW Washington, DC 20006 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Martis Partners IV Alcanza Co-Invest LP | [2023-03-31] | 0.0 | 63.3 |
| PE | Martis Partners III Sharemd Co-Invest LP | [2022-03-31] | 0.0 | 39.9 |
| PE | Martis Partners IV LP | [2022-03-31] | 715.8 | 738.4 |
| PE | Martis Partners IV PV LP | [2022-03-31] | 715.8 | 151.4 |
| PE | Martis Partners III Credible Co-Invest LP | [2021-03-30] | 0.0 | 30.4 |
| PE | Martis Partners III Overage Co-Invest LP | [2021-03-30] | 0.0 | 21.3 |
| PE | Capricorn Healthcare & Special Opportunities II-A LP | 2019-03-29 | 5.8 | |
| PE | CHSO SEQ LP | [2019-03-29] | 0.0 | 120.9 |
| PE | CHSO SFP LP | [2019-03-29] | 0.0 | 2.8 |
| PE | CHSO TSF LP | [2019-03-29] | 0.0 | 4.4 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 17 | 2.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 19 | 2.1 |
| By Discretionary | ||
| Discretionary | 19 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 19 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 1.8 | |
| Total | 19 | 2.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Stephen George | 56 | ||
| Barry Uphoff | 42 | ||
| Eric Techel | 18 | ||
| Owen Davis | 13 | ||
| Mario Moreno | 5 | ||
| Martis Capital Management LLC | 6 | ||
| Shahab Vagefi | 5 | ||
| Martis Partners III GP LLC | 4 | ||
| Martis Partners IV GP LLC | 2 | ||
| CHSO Partners LLC | 1 | ||
| Ionalexis Yadigaroglu | 1 | ||
| CHSO Management LLC | 1 | ||
| CHSO Birch Partners LLC | 1 | ||
| CHSO Partners II LLC | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wil LLC
✚
|
CA | 2.2 |
|
Balance Point Capital Advisors LLC
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|
CT | 2.2 |
|
EIV Capital LLC
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TX | 2.2 |
|
Greenbelt Capital Management LP
✚
|
TX | 2.2 |
|
Lightbay Management LLC
✚
|
CA | 2.2 |
|
Hidden Harbor Capital Management LP
✚
|
FL | 2.1 |
|
Pacific Lake Partners LLC
✚
|
MA | 2.1 |
|
DVSM LP
✚
|
OR | 2.1 |
|
CCMP Capital Advisors LP
✚
|
NY | 2.1 |
|
Resurgens Technology Advisors LP
✚
|
GA | 2.1 |