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MARTINGALE ASSET MANAGEMENT
Legal name: MARTINGALE ASSET MANAGEMENT LP
CRD 108526File 801-30067
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.18B
Top 25% of cohort (national)
Discretionary AUM
$4.18B
Clients
12
25 accounts
Employees
25
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 7, 1987
- Principal office
- 888 BOYLSTON STREET, SUITE 1400, BOSTON, MA, 02199
- Phone
- 617.424.4700
- Website
- HTTP://WWW.MARTINGALE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.18B
- Discretionary AUM
- $4.18B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 25
- Non-discretionary accounts
- 0
- Total accounts
- 25
- AUM per client
- $348.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $65.2M |
| Insurance companies | Fewer than 5 | $731.1M |
| Investment companies | 1 | $23.8M |
| High net worth individuals | Fewer than 5 | $83.1M |
| Pooled investment vehicles | 11 | $1.72B |
| Pension and profit sharing plans | Fewer than 5 | $305.9M |
| State or municipal government entities | Fewer than 5 | $1.25B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PERCENTAGE OF ADVISED ASSETS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 24 | 25 | increased by1 |
| Apr 1, 2026 | Clients | 7 | 12 | increased by5 |
| Apr 1, 2026 | AUM | $4,307,485,861 | $4,177,115,595 | decreased by$130,370,266 |
| Apr 1, 2026 | Accounts | 27 | 25 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 14 | 7 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $8,073,960,587 | $4,307,485,861 | decreased by$3,766,474,726 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 39 | 27 | decreased by12 |
| Apr 1, 2022 | Employees | 26 | 24 | decreased by2 |
| Apr 1, 2022 | Clients | 16 | 14 | decreased by2 |
| Apr 1, 2022 | AUM | $9,126,941,156 | $8,073,960,587 | decreased by$1,052,980,569 |
| Apr 1, 2022 | Accounts | 40 | 39 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MARTINGALE ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MARTINGALE ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.