Daniel Martinez
Partner, Real Assets · Subsidiary
Base Salary
$710K
Target Total Cash
$2.5M
Unrealized Carry
$2.7M
Total Distributed
$272K
Total Compensation Mix
Target Total
$2,611,950
Base Salary
Cash Bonus
Benefits
| Component | Est. Annual Value | % of Total | |
|---|---|---|---|
| Base Salary | $710,000 |
|
27.2% |
| Cash Bonus (at target) | $1,760,800 |
|
67.4% |
| Benefits & Perks | $141,150 |
|
5.4% |
| Healthcare (firm share) | $36,000 | ||
| Dental & Vision | $2,400 | ||
| 401(k) Employer Match | $42,600 | ||
| 401(k) Profit Sharing | $21,300 | ||
| Life & LTD Insurance | $10,650 | ||
| Additional Perks (est.) | $28,200 | ||
| Target Total Compensation | $2,611,950 | 100% |
Benefit values are employer-cost estimates. Carry is annualized across a 4-year vesting period.
Bonus shown at target performance level.
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Total Rewards
Cash Compensation
$710K
Base Salary
$1,760,800
Target Bonus (248%)
$2,470,800
Target Total Cash
Partner Discretionary Bonus
Discretionary
Effective 2024-01-01
Payout Bands
$880,400
$1,760,800
$2,804,500
Satisfactory
Strong
Exceptional
| Performance Level | % of Target | Bonus Amount | Total Cash |
|---|---|---|---|
| Satisfactory | 50% | $880,400 | $1,590,400 |
| Strong (target) | 100% | $1,760,800 | $2,470,800 |
| Exceptional | 160% | $2,804,500 | $3,514,500 |
Performance Criteria
Primary: Summit Real Assets fund performance vs. infrastructure benchmark; asset management KPIs
Secondary: Platform development, investor relations, ESG leadership, and team management
Benefits & Perks
Health Insurance
- Plan
- Platinum PPO
- Coverage Tier
- Employee + Family
- Firm Pays
- 100% of premium
- Dental & Vision
- Included
401(k) Retirement
- Firm Match
- 100% on up to 6% of salary
- Profit Sharing
- +3% (discretionary)
- Max Firm Contribution
- $63,900/yr
Insurance & Leave
- Life Insurance
- 4× base salary ($2,840,000)
- Long-Term Disability
- 60% of salary
- PTO
- 30 days/year
Additional Perks
Executive health screening (annual)
$1,500/mo transportation allowance
$5,000 annual financial planning stipend
executive gym & wellness membership
529 college savings match up to $2,000/yr
Carry & Vesting
Carry Grants (1)
| Grant # | Fund | Date | Allocation |
|---|---|---|---|
| CG-2018-0021 | SINF-I | 2018-12-01 | $2.7M |
Distributions
| Date | Fund | Net Amount | Status |
|---|---|---|---|
| 2024-03-15 | SINF-I | $272K | Distributed |
Vesting Schedule
| Date | Grant | Fund | Amount | Status |
|---|---|---|---|---|
| No vesting events. | ||||
Documents
| Filename | Grant | Status | Signed |
|---|---|---|---|
| CG-2018-0021-agreement.pdf | CG-2018-0021 | Signed | 2018-12-28 |