RIA Intel›Advisers›Massachusetts›MARTINGALE ASSET MANAGEMENT LP

MARTINGALE ASSET MANAGEMENT LP

Advisory

N·BOSTON, MA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$4.2B
1-Year AUM Growth
-5.4%
3-Year CAGR
-17.5%
Employees
9
Assets Under Management
Total AUM$4.2B
Discretionary AUM$4.2B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients7
Team
Total Employees9
Investment Advisers25
Employee Growth (1Y)—
Filing History
Total Filings on Record66
First FilingJan 29, 2001
Latest FilingMar 27, 2026
🔒 Full AUM trend chart and 66 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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