Martone Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Martone Capital Management, Inc. provides investment advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, delivering portfolio management and periodic account monitoring. The firm works with a relatively small client base and offers both discretionary and non-discretionary engagements depending on client preference.
The firm uses a mix of fundamental, technical, and cyclical analysis and implements long‑term, short‑term, and trading strategies across individual equities, bonds, mutual funds, ETFs and other instruments. In practice, nearly all assets are managed on a non‑discretionary basis, so the adviser typically recommends transactions but requires prior client consent before executing trades.
Compared with many solo independent advisers, Martone Capital’s client mix includes pension and profit‑sharing plans — a less common client type for firms of this size — and its filings show a predominance of non‑discretionary AUM. The firm also discloses an affiliated insurance licensing activity that may result in commission‑based recommendations and states it may employ specialized instruments (such as inverse and closed‑end funds) and treats cash as an asset class.
Client services
Expertise
Fee options
up to 1.25% annually, negotiable
Commission-based compensation for insurance products via licensed insurance agent
Main office
520 White Plains Rd, Suite 500
Tarrytown NY 10591
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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