MARTINGALE ASSET MANAGEMENT

MARTINGALE ASSET MANAGEMENT LP

CRD 108526 · SEC 801-30067

Visit website

888 BOYLSTON STREET, SUITE 1400, BOSTON, MA, 02199, United States

Phone

617.424.4700

Fax

617.424.4747

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$4.18B

Discretionary AUM

$4.18B

Team

25 total employees; 9 advisory reps; 1 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Performance-based fees; PERCENTAGE OF ADVISED ASSETS

Org form

Limited Partnership

Filing date

2026-03-27

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)ASSETS UNDER ADVISEMENT

Client types

Type	Clients	AUM
Investment companies	1	$23.8M
Pooled investment vehicles	11	$1.72B

States served

All web addresses on file

HTTP://WWW.MARTINGALE.COM
HTTPS://WWW.LINKEDIN.COM/COMPANY/MARTINGALE-ASSET-MANAGEMENT

Official SEC filing: View on IAPD