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Martin Investment Management, LLC is an SEC-registered investment advisor specializing in equity-oriented strategies for clients seeking long-term capital growth. The firm provides comprehensive investment management, including a dedicated international investing strategy that focuses on non-U.S. companies in developed markets. It operates as a majority female-owned entity, emphasizing a disciplined approach to create wealth through sound investment advice.
Patrick Martin founded Martin & Co. in March 1989 with an initial focus on providing equity investment advice to high net worth families. His foundational insight was to establish a firm dedicated to guiding investors towards sustained wealth creation through carefully considered equity strategies. The firm has since evolved into a multi-generational enterprise.
The company serves both private and institutional clients, assisting them in achieving their individual investment objectives. Martin Investment Management’s vision is centered on fostering the long-term growth of capital, empowering clients to build and preserve wealth effectively for future generations. It remains committed to its core philosophy of strategic equity investment and client-centric financial guidance.
Martin Investment Holdings has 2 tracked investments across 2 companies. The latest tracked deal is $5.1M Other Equity in eRelevance Corporation in May 2017.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| May 10, 2017 | eRelevance Corporation | $5.1M Other Equity | Rally Ventures | Capital Factory, Chicago Ventures, Miramar Venture Partners |
| Jul 1, 2014 | BeneStream | $2.0M Seed | Joshua Mailman, The Social Entrepreneurs' Fund | CrunchFund, Ensemble VC, Long Journey Ventures, ONE WAY Ventures, The House Fund, Tribe Capital, UpHonest Capital, UpVentures Capital, Devin Thorpe, Jack Levin, Josh Elman, Ryan Sarver, Wayne Chang, Esther Dyson, George Duczak, Jeffrey Wald, Kevin Hill, Martin Babinec, Rafi Musher, Angel Round |