The MARTINGALE ASSET MANAGEMENT is a privately held investment adviser that advises $4.18Bn in regulatory assets under management held in 3 SEC fund types across 2 investment strategies. MARTINGALE ASSET MANAGEMENT is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets decreased by 54.23% over the last 5-years.
The Group has been registered with the SEC for 39.18 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 888 BOYLSTON STREET SUITE 1400, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 25 employees comprised of 9 investment and 16 non-investment staff. The total number of Employees decreased by 3.85% over the last 5-years.
Their $4.18Bn in assets advised are owned by 11 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $1.72Bn or 41.07% of Total Assets and Investment Companies (IC) own $23.8mn or 0.57% of Total Assets.
The Group's top investment strategies include Long/Short Equity and Fund of Funds, representing 100% and 0% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $6.73mn in assets.
The Group discloses advisory fees, management fees and performance-based fees.
MARTINGALE ASSET MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 3 funds.