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 organized as a limited partnership and has been SEC-registered since 1987. It operates as a hedge fund-style investment manager serving an institutional client base while also providing portfolio management for individuals, small businesses, investment companies, pooled vehicles and other institutions. The firm charges asset-based and performance-linked fees and is not identified as an active ESG investor or a multi-state adviser. Martingale is not listed as a capital allocator; instead it manages both advisory mandates and pooled investment vehicles.