MARTINGALE ASSET MANAGEMENT LP
Legal name: MARTINGALE ASSET MANAGEMENT
CRD #108526 SEC #801-30067 BOSTON, MA 617.424.4700
SEC Registered Private Funds
Total AUM
$4.3B
Discretionary
$4.3B
Employees
24
Clients
--
Accounts
27
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $4.3B | $4.3B | $0 | 24 | 1 |
| Mar 2025 | $4.3B | $4.3B | $0 | 24 | 1 |
| Mar 2024 | $5.1B | $5.1B | $0 | 24 | 1 |
| Mar 2023 | $5.4B | $5.4B | $0 | 24 | 1 |
| Mar 2022 | $8.1B | $8.1B | $0 | 24 | 0 |
| Mar 2021 | $9.1B | $9.1B | $0 | 26 | 0 |
| Jan 2021 | $10.1B | $10.1B | $0 | 27 | 0 |
| Mar 2020 | $10.1B | $10.1B | $0 | 27 | 0 |
| Mar 2019 | $7.8B | $7.8B | $0 | 24 | 0 |
| Mar 2018 | $7.7B | $7.7B | $0 | 25 | 0 |
| Sep 2017 | $7.1B | $7.1B | $0 | 24 | 26 |
| May 2017 | $7.1B | $7.1B | $0 | 24 | 26 |
| Mar 2017 | $7.1B | $7.1B | $0 | 24 | 26 |
| Mar 2016 | $4.6B | $4.6B | $0 | 23 | 26 |
| Mar 2015 | $3.7B | $3.7B | $0 | 22 | 26 |
| Mar 2014 | $2.9B | $2.9B | $0 | 21 | 11 |
| Dec 2013 | $2.7B | $2.7B | $0 | 21 | 11 |
| Aug 2013 | $2.7B | $2.7B | $0 | 21 | 11 |
| Aug 2013 | $2.7B | $2.7B | $0 | 21 | 11 |
| Mar 2013 | $1.9B | $1.9B | $0 | 21 | 26 |
| Apr 2012 | $1.6B | $1.6B | $0 | 11 | 26 |
| Mar 2012 | $1.6B | $1.6B | $0 | 11 | 26 |
| Dec 2011 | $1.9B | $1.9B | $0 | 11 | 26 |
| Mar 2011 | $1.9B | $1.9B | $0 | -- | -- |
| Dec 2010 | $2.4B | $2.4B | $0 | -- | -- |
| Aug 2010 | $2.4B | $2.4B | $0 | -- | -- |
| Mar 2008 | $5.2B | $4.9B | $281.2M | -- | -- |
| Jan 2008 | $5.6B | $5.4B | $257.1M | -- | -- |
| Oct 2007 | $5.6B | $5.4B | $257.1M | -- | -- |
| May 2007 | $5.1B | $4.8B | $321.3M | -- | -- |
| Apr 2007 | $5.1B | $4.8B | $321.3M | -- | -- |
| Mar 2007 | $5.1B | $4.8B | $321.3M | -- | -- |
| Jan 2007 | $4.2B | $3.9B | $301.5M | -- | -- |
| Mar 2006 | $4.4B | $3.9B | $501M | -- | -- |
| Nov 2005 | $3.6B | $3.1B | $436.5M | -- | -- |
| Oct 2005 | $3.6B | $3.1B | $436.5M | -- | -- |
| Jun 2004 | $3B | $2.5B | $486.9M | -- | -- |
| Jun 2004 | $3B | $2.5B | $486.9M | -- | -- |
| Jun 2004 | $3B | $2.5B | $486.9M | -- | -- |
| Oct 2003 | $1.1B | $1.1B | $0 | -- | -- |
| Oct 2003 | $1.1B | $1.1B | $0 | -- | -- |
| Mar 2002 | $881.2M | $881.2M | $0 | -- | -- |
| Oct 2001 | $1.2B | $1.2B | $0 | -- | -- |
| Jun 2001 | $1.2B | $1.2B | $0 | -- | -- |
DateSep 2025
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees24
Clients1
DateMar 2025
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees24
Clients1
DateMar 2024
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees24
Clients1
DateMar 2023
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees24
Clients1
DateMar 2022
Total AUM$8.1B
Discretionary$8.1B
Non-Disc.$0
Employees24
Clients0
DateMar 2021
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees26
Clients0
DateJan 2021
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees27
Clients0
DateMar 2020
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees27
Clients0
DateMar 2019
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees24
Clients0
DateMar 2018
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$0
Employees25
Clients0
DateSep 2017
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees24
Clients26
DateMay 2017
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees24
Clients26
DateMar 2017
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees24
Clients26
DateMar 2016
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees23
Clients26
DateMar 2015
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees22
Clients26
DateMar 2014
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees21
Clients11
DateDec 2013
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees21
Clients11
DateAug 2013
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees21
Clients11
DateAug 2013
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees21
Clients11
DateMar 2013
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees21
Clients26
DateApr 2012
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees11
Clients26
DateMar 2012
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees11
Clients26
DateDec 2011
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees11
Clients26
DateMar 2011
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$5.2B
Discretionary$4.9B
Non-Disc.$281.2M
Employees--
Clients--
DateJan 2008
Total AUM$5.6B
Discretionary$5.4B
Non-Disc.$257.1M
Employees--
Clients--
DateOct 2007
Total AUM$5.6B
Discretionary$5.4B
Non-Disc.$257.1M
Employees--
Clients--
DateMay 2007
Total AUM$5.1B
Discretionary$4.8B
Non-Disc.$321.3M
Employees--
Clients--
DateApr 2007
Total AUM$5.1B
Discretionary$4.8B
Non-Disc.$321.3M
Employees--
Clients--
DateMar 2007
Total AUM$5.1B
Discretionary$4.8B
Non-Disc.$321.3M
Employees--
Clients--
DateJan 2007
Total AUM$4.2B
Discretionary$3.9B
Non-Disc.$301.5M
Employees--
Clients--
DateMar 2006
Total AUM$4.4B
Discretionary$3.9B
Non-Disc.$501M
Employees--
Clients--
DateNov 2005
Total AUM$3.6B
Discretionary$3.1B
Non-Disc.$436.5M
Employees--
Clients--
DateOct 2005
Total AUM$3.6B
Discretionary$3.1B
Non-Disc.$436.5M
Employees--
Clients--
DateJun 2004
Total AUM$3B
Discretionary$2.5B
Non-Disc.$486.9M
Employees--
Clients--
DateJun 2004
Total AUM$3B
Discretionary$2.5B
Non-Disc.$486.9M
Employees--
Clients--
DateJun 2004
Total AUM$3B
Discretionary$2.5B
Non-Disc.$486.9M
Employees--
Clients--
DateOct 2003
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateOct 2003
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$881.2M
Discretionary$881.2M
Non-Disc.$0
Employees--
Clients--
DateOct 2001
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateJun 2001
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--