Bertram Templin Martin

Current Employers

Employment History

• 05/2016 → 12/2022
  Suncoast Equity Management, Llc
  Tampa, FL
• 09/2020 → 02/2021
  Collaboration Capital Llc
  Houston, TX
• 01/2021 → Present
  Robertson Stephens Wealth Management
  San Francisco, CA
• 12/2021 → Present
  Riverglades Family Offices, Llc
  St. Petersburg, FL
• 01/2022 → Present
  Martin Capital Management Llc
  St. Petersburg, FL
• 05/2012 → Present
  Lion Fund Llc
  St. Petersburg, FL
• 11/2010 → Present
  Mcb Condos Llc
  St. Petersburg, FL
• 08/2016 → 12/2020
  Suncoast Equity Management, Llc
  Tampa, FL
• 07/2022 → Present
  Sister Margaret Freeman Foundation
  St. Petersburg, FL
• 09/2020 → Present
  St. Pete Free Clinic
  St. Petersburg, FL

Previous Registrations

• 2020-09-07 → 2021-02-01
  Collaboration Capital Llc
  St. Petersburg, FL
  Houston, TX
• 2016-08-09 → 2020-12-16
  Suncoast Equity Management, Llc
  Tampa, FL
• 2009-03-30 → 2009-10-27
  Transamerica Financial Advisors, Llc
  Gold River, CA
  Tampa, FL

Other Businesses

1. NAME OF BUSINESS - LION FUND LLC; INVESTMENT RELATED - YES; ADDRESS - 2805 PARKLAND BLVD., TAMPA, FLORIDA 33609; NATURE - IS AN INVESTMENT VEHICLE THAT WAS USED TO INVEST IN VENTURE CAPITAL FINANCING ALONG SIDE CAERUS VENTURES, A WEST PALM BEACH, FLORIDA VC FIRM; POSITION - PASSIVE OWNER/MEMBER; START DATE 05/22/2012; APPROXIMATE NUMBER OF HOURS PER MONTH - WITH ZERO DURING TRADING HOURS; DUTIES - PROVIDE BUSINESS SERVICES AND MANAGEMENT TO ENTITY. 2. NAME OF BUSINESS - MCB CONDOS LLC; INVESTMENT RELATED - YES; ADDRESS - 2805 PARKLAND BLVD., TAMPA, FLORIDA 33609; NATURE - IS A REAL ESTATE INVESTMENT BUSINESS CREATED TO TAKE ADVANTAGE OF REDUCED REAL ESTATE PRICES DURING THE 2008/09 FINANCIAL CRISES; POSITION - PASSIVE OWNER/MEMBER; START DATE 11/29/2010; APPROXIMATE NUMBER OF HOURS PER MONTH - WITH ZERO DURING TRADING HOURS; DUTIES - PROVIDE BUSINESS SERVICES AND MANAGEMENT TO ENTITY. 3. Bertram Templin Martin III is a Solicitor at Robertson Stephens Wealth Management. 4. Name; RiverGlades Family Offices LLC Address: Naples, Florida Is the business investment related? Yes Position/Title/Relationship: Investment Advisor Representative Start date: 10/1/2021 Approximate number of hours/ month you devote to this business: 5 Number of hours that you devote during securities trading: 5 5. St. Pete Free Clinic; not investment related; St. Petersburg, FL; nonprofit foodbank, health center & temporary housing facility; Volunteer Finance Committee Member; 09/2020; 2 hrs./month; 1 hr. during trading; monthly committee meetings. 6. Sister Margaret Freeman Foundation; not investment related; St. Petersburg, FL; nonprofit foundation; Trustee; 07/2022; 2 hrs./month; 1 hr. during trading; oversee outside investment managers based on investment policy statement guidelines.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-01
• S66 Uniform Combined State Law Examination
  2009-03-20

Other Names

• Bert T Martin
• Bertram Templin Martin