# MARTELLO INVESTMENT MANAGEMENT L.P.

MARTELLO INVESTMENT MANAGEMENT L.P. of GREAT BARRINGTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 136755
- Type: SEC-registered investment adviser
- SEC file number: 801-65729
- Location: 291 MAIN STREET SUITE 302, GREAT BARRINGTON, MA, 01230
- Phone: 413-644-3800
- Latest filing: 2008-03-25
- Regulatory AUM: $940.7M
- Discretionary AUM: $280.2M
- Non-discretionary AUM: $660.5M
- Clients: 6
- Accounts: 9

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| [MCCARTHY DAVID](https://search.stillhousedata.com/person/747892) | CHIEF EXECUTIVE OFFICER; LIMITED PARTNER; MEMBER (+1 more) | — |
| [BAILIN DAVID RABB](https://search.stillhousedata.com/person/747893) | ADMINISTRATOR; MEMBER; PARTNER | — |
| [UMBACH TIMOTHY ANDREW](https://search.stillhousedata.com/person/747894) | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| [LODEN NEIL ANDREW](https://search.stillhousedata.com/person/747895) | LIMITED PARTNER; MEMBER | — |
| [SHAER ELLEN RUTH](https://search.stillhousedata.com/person/799734) | INVESTOR RELATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136755/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136755/similar
- Related entities: https://search.stillhousedata.com/firm/136755/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136755

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.