Martingale Asset Management
SEC RegisteredOne Team. Stable, Talented, Tested.
About the firm
Martingale Asset Management, founded in 1987 and based in Boston, manages equity portfolios for many of the world's most demanding corporate pension plans, foundations, endowments, public retirement systems, and multi-employer funds. Investing is our only business.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Equity portfolio management, including proprietary research and systematic portfolio construction aimed at consistent investment performance.
Who they serve
Corporate pension plans, foundations, endowments, public retirement systems, and multi-employer funds.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 11 | $1.7B |
| Insurance Companies | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Martingale Asset Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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