MARTELLO INVESTMENT MANAGEMENT L.P.
CRD #136755 SEC #801-65729 GREAT BARRINGTON, MA 413-644-3800
SEC Registered
Total AUM
$763.9M
Discretionary
$251.3M
Employees
10
Clients
0
Accounts
8
Firm Details
- Organization Type
- Partnership
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 20, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAILIN, DAVID, RABB | I | ADMINISTRATOR | NA | Control |
| BAILIN, DAVID, RABB | I | PARTNER | NA | Control |
| MCCARTHY, DAVID | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MCCARTHY, DAVID | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MCCARTHY, DAVID | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MCCARTHY, DAVID | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MCCARTHY, DAVID | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MCCARTHY, DAVID | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SHAER, ELLEN, RUTH | I | INVESTOR RELATIONS | NA | Control |
| SHAER, ELLEN, RUTH | I | INVESTOR RELATIONS | NA | Control |
| UMBACH, TIMOTHY, ANDREW | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| UMBACH, TIMOTHY, ANDREW | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| UMBACH, TIMOTHY, ANDREW | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| UMBACH, TIMOTHY, ANDREW | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| UMBACH, TIMOTHY, ANDREW | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| UMBACH, TIMOTHY, ANDREW | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MARTELLO INVESTMENT MANAGEMENT LLC | DE | GENERAL PARTNER | E | Control |
| MARTELLO INVESTMENT MANAGEMENT LLC | DE | PARTNER | E | Control |
| MARTELLO INVESTMENT PARTNERS LP | DE | GENERAL PARTNER | D | Control |
| MARTELLO INVESTMENT PARTNERS LP | DE | GENERAL PARTNER | D | Control |
| MARTELLO INVESTMENT PARTNERS LP | DE | GENERAL PARTNER | D | Control |
| MARTELLO INVESTMENT PARTNERS LP | DE | GENERAL PARTNER | D | Control |
| BAILIN, DAVID, RABB | I | PARTNER | B | |
| BAILIN, DAVID, RABB | I | PARTNER | B | |
| BAILIN, DAVID, RABB | I | PARTNER | B | |
| BAILIN, DAVID, RABB | I | PARTNER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MARTELLO INVESTMENT MANAGEMENT LLC | DE | MARTELLO INVESTMENT PARTNERS LP | F | Control |
| MARTELLO INVESTMENT MANAGEMENT LLC | DE | MARTELLO INVESTMENT PARTNERS LP | F | Control |
| MARTELLO INVESTMENT MANAGEMENT LLC | DE | MARTELLO INVESTMENT PARTNERS LP | F | Control |
| MARTELLO INVESTMENT MANAGEMENT LLC | DE | MARTELLO INVESTMENT PARTNERS LP | F | Control |
| BAILIN, DAVID, RABB | I | MARTELLO INVESTMENT MANAGEMENT LLC | D | Control |
| BAILIN, DAVID, RABB | I | MARTELLO INVESTMENT MANAGEMENT LLC | D | Control |
| MCCARTHY, DAVID | I | MARTELLO INVESTMENT MANAGEMENT LLC | D | Control |
| MCCARTHY, DAVID | I | MARTELLO INVESTMENT MANAGEMENT LLC | D | Control |
| MCCARTHY, DAVID | I | MARTELLO INVESTMENT MANAGEMENT LLC | D | Control |
| MCCARTHY, DAVID | I | MARTELLO INVESTMENT MANAGEMENT LLC | D | Control |
| MCCARTHY, DAVID | I | MARTELLO INVESTMENT MANAGEMENT LLC | D | Control |
| LODEN, NEIL, ANDREW | I | MARTELLO INVESTMENT MANAGEMENT LLC | C | Control |
| LODEN, NEIL, ANDREW | I | MARTELLO INVESTMENT MANAGEMENT LLC | C | Control |
| LODEN, NEIL, ANDREW | I | MARTELLO INVESTMENT MANAGEMENT LLC | C | Control |
| LODEN, NEIL, ANDREW | I | MARTELLO INVESTMENT PARTNERS LP | C | Control |
| MCCARTHY, DAVID | I | MARTELLO INVESTMENT PARTNERS LP | C | Control |
Registrations
Federal
IA
Feb 20, 2007 REGISTERED
Notice Filings (2)
CT MA
Address
291 MAIN STREET SUITE 302GREAT BARRINGTON, MA 1230
USA
Phone: 413-644-3800