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MARTINGALE ASSET MANAGEMENT
BOSTON, MA
617.424.4700
SEC #801-30067Total AUM
$4.2B
Employees
25Clients
17Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
888 BOYLSTON STREET
SUITE 1400
BOSTON
MA 02199
United States
SUITE 1400
BOSTON
MA 02199
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
617.424.4700
Financials
Total AUM
$4.2B
Accounts
25Discretionary
$4.2B
Accounts
25Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
1AUM
$83.1M
Investment Company Clients
1AUM
$23.8M
Pooled Vehicle Clients
11AUM
$1.7B
Pension/Profit Sharing Plan Clients
1AUM
$305.9M
Government Entity Clients
1AUM
$1.3B
Insurance Company Clients
1AUM
$731.1M
Corporation or Business Clients
1AUM
$65.2M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
ASSETS UNDER ADVISEMENT
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PERCENTAGE OF ADVISED ASSETS
Compliance
Disclosures
None reported
State Registrations
MA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.