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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.