MARTINGALE ASSET MANAGEMENT

RIASEC RegisteredEst. 1987

Total AUM

$4.2B

Discretionary

$4.2B

100% of AUM

Avg account

$167M

Accounts

Employees

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 108526
Registered since: June 7, 1987
Website: www.martingale.com
Custodians: J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles41.07%
State / Municipal Government29.98%
Insurance Companies17.5%
Pension & Profit Sharing Plans7.32%
HNWI1.99%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Martingale Asset Management is structured as a limited partnership and has been SEC-registered since 1987. The firm is classified as a hedge fund and primarily serves institutional clients. Its advisory services span portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and businesses or institutions. Compensation includes percentage-of-AUM fees, performance-based fees, and other fee arrangements. Martingale does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant.