MARTIN CLAUDE, MATTHEW

Adviser information for MARTIN CLAUDE, MATTHEW last updated from Form ADV on January 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Sole Proprietorship
Fiscal Year End DECEMBER
Legal Location Louisiana, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPublication of periodicals or newsletters
Compensation Fixed fees

Identifiers

SEC RIA File Number 801-123164
SEC ERA File Number 801-123164
SEC CIK Numbers None
SEC CRD Numbers 318168
Legal Entity Identifier None

Principal Office

5251 PELICAN DR.
MARRERO
LA
United States
N/A ONLINE ONLY, N/A ONLINE ONLY
Tel: 5045595092, Fax: None

Chief Compliance Officer

MATTHEW MARTIN
SOLE PROPRIETOR
5251 PELICAN DR.
5251
MARRERO
LA
United States
Tel: 5045595092
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
Martin, Matthew, Claude Individual SOLE PROPRIETOR, CCO 12/2021 > 75%

No. Employees, Historic

105020222023202420251 on 1/5/20221 on 1/12/20221 on 1/25/20221 on 1/19/20231 on 1/19/2024