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
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 3, 2025
- Branch Offices
- 0
- LEI
- 549300GXM5ZGZJXZ1Y74
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARNOULD, MATTHEW, BRANDT | I | SVP, GC, & CCO | NA | Control |
| ARNOULD, MATTHEW, BRANDT | I | SVP, GC, & CCO | NA | Control |
| BURIK, PAUL | I | DIRECTOR | NA | Control |
| BURIK, PAUL | I | DIRECTOR | NA | Control |
| BURIK, PAUL | I | DIRECTOR | NA | Control |
| COOPER, JENNIFER, NICOL | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COOPER, JENNIFER, NICOL | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COOPER, JENNIFER, NICOL | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COOPER, JENNIFER, NICOL | I | SENIOR VICE PRESIDENT, CFO & CCO | NA | Control |
| COOPER, JENNIFER, NICOL | I | SENIOR VICE PRESIDENT, CFO & CCO | NA | Control |
| COOPER, JENNIFER, NICOL | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| COOPER, JENNIFER, NICOL | I | SENIOR VICE PRESIDENT, CFO & CCO | NA | Control |
| COOPER, JENNIFER, NICOL | I | SENIOR VICE PRESIDENT, CFO & CCO | NA | Control |
| COOPER, JENNIFER, NICOL | I | EXECUTIVE VICE PRESIDENT, CCO & CFO | NA | Control |
| COOPER, JENNIFER, NICOL | I | SENIOR VICE PRESIDENT, CFO & CCO | NA | Control |
| COOPER, JENNIFER, NICOL | I | SENIOR VICE PRESIDENT, CFO & CCO | NA | Control |
| COOPER, JENNIFER, NICOL | I | SENIOR VICE PRESIDENT, CFO & CCO | NA | Control |
| EYSENBACH, JAMES, MCINDOE | I | SENIOR VICE PRESIDENT | NA | Control |
| EYSENBACH, JAMES, MCINDOE | I | SENIOR VICE PRESIDENT | NA | Control |
| GEIST, MARK, B | I | DIRECTOR | NA | Control |
| GEIST, MARK, B | I | DIRECTOR | NA | Control |
| GEIST, MARK, B | I | DIRECTOR | NA | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | NA | Control |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | NA | Control |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT & CFO | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT & CFO | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT & CFO | NA | Control |
| O'CONNOR, PATRICIA, J. | I | CFO, EXEC. VP | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT & CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT & CFO | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT, CFO & CHIEF COMPLIANCE OFFICER | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT & CFO | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT, CFO & CHIEF COMPLIANCE OFFICER | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT & CFO | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT, CFO & CHIEF COMPLIANCE OFFICER | NA | Control |
| O'CONNOR, PATRICIA, J. | I | CFO, EXEC. VP | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT & CFO | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT & CFO | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT & CFO | NA | Control |
| O'CONNOR, PATRICIA, J. | I | CFO, EXEC. VP | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT & CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT & CFO | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT & CFO | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT & CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT & CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT & CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT & CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT & CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT & CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT & CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT & CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| O'CONNOR, PATRICIA, J. | I | EXECUTIVE VICE PRESIDENT & CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| STARK, DOUGLAS, EVAN | I | SENIOR VICE PRESIDENT | NA | Control |
| STARK, DOUGLAS, EVAN | I | SENIOR VICE PRESIDENT | NA | Control |
| STARK, DOUGLAS, EVAN | I | SENIOR VICE PRESIDENT | NA | Control |
| STARK, DOUGLAS, EVAN | I | SENIOR VICE PRESIDENT | NA | Control |
| STARK, DOUGLAS, EVAN | I | SENIOR VICE PRESIDENT | NA | Control |
| STARK, DOUGLAS, EVAN | I | SENIOR VICE PRESIDENT | NA | Control |
| STARK, DOUGLAS, EVAN | I | SENIOR VICE PRESIDENT | NA | Control |
| STARK, DOUGLAS, EVAN | I | SENIOR VICE PRESIDENT | NA | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | NA | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | NA | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | NA | Control |
| VISCO, JENNIFER, LYNN | I | SENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| VISCO, JENNIFER, LYNN | I | VICE PRESIDENT/CCO | NA | Control |
| VISCO, JENNIFER, LYNN | I | VICE PRESIDENT/CCO | NA | Control |
| VISCO, JENNIFER, LYNN | I | SENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| VISCO, JENNIFER, LYNN | I | SENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| VISCO, JENNIFER, LYNN | I | VICE PRESIDENT/CCO | NA | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT | NA | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT | NA | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT | NA | Control |
| CMMAM, LLC | DE | GENERAL PARTNER | D | Control |
| CMMAM, LLC | DE | GENERAL PARTNER | D | Control |
| CMMAM, LLC | DE | GENERAL PARTNER | D | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | C | Control |
| COOPER, JENNIFER, NICOL | I | CO-CHIEF EXECUTIVE OFFICER, CFO, & CCO | B | Control |
| COOPER, JENNIFER, NICOL | I | CO-CHIEF EXECUTIVE OFFICER, CFO, & CCO | B | Control |
| EYSENBACH, JAMES, MCINDOE | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| EYSENBACH, JAMES, MCINDOE | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| EYSENBACH, JAMES, MCINDOE | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| EYSENBACH, JAMES, MCINDOE | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| EYSENBACH, JAMES, MCINDOE | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| EYSENBACH, JAMES, MCINDOE | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| EYSENBACH, JAMES, MCINDOE | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| EYSENBACH, JAMES, MCINDOE | I | CIO | B | Control |
| EYSENBACH, JAMES, MCINDOE | I | CIO | B | Control |
| EYSENBACH, JAMES, MCINDOE | I | CIO | B | Control |
| EYSENBACH, JAMES, MCINDOE | I | CIO | B | Control |
| EYSENBACH, JAMES, MCINDOE | I | CIO | B | Control |
| EYSENBACH, JAMES, MCINDOE | I | CO-CHIEF EXECUTIVE OFFICER, CIO | B | Control |
| EYSENBACH, JAMES, MCINDOE | I | CO-CHIEF EXECUTIVE OFFICER, CIO | B | Control |
| FIRE AND POLICE PENSION ASSOCIATION OF COLORADO | DE | LIMITED PARTNER | B | |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | EXECUTIVE VICE PRESIDENT & CIO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | PRESIDENT & CEO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | PRESIDENT & CEO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | PRESIDENT & CEO | B | Control |
| JACQUES, WILLIAM, EDWARD | I | PRESIDENT & CEO | B | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | B | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | B | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | B | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | B | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | B | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | B | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | B | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | B | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | B | Control |
| MARTINGALE ASSET MANAGEMENT CORP. | DE | GENERAL PARTNER | B | Control |
| ROSEMONT PARTNERS, III, L.P. | DE | LIMITED PARTNER | B | |
| ROSEMONT PARTNERS, III, L.P. | DE | LIMITED PARTNER | B | |
| ROSEMONT PARTNERS, III, L.P. | DE | LIMITED PARTNER | B | |
| ROSEMONT PARTNERS, III, L.P. | DE | LIMITED PARTNER | B | |
| ROSEMONT PARTNERS, III, L.P. | DE | LIMITED PARTNER | B | |
| ROSEMONT PARTNERS, III, L.P. | DE | LIMITED PARTNER | B | |
| ROSEMONT PARTNERS, III, L.P. | DE | LIMITED PARTNER | B | |
| ROSEMONT PARTNERS, III, L.P. | DE | LIMITED PARTNER | B | |
| ROSEMONT PARTNERS, III, L.P. | DE | LIMITED PARTNER | B | |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CO-CHAIR, ADMINISTRATION | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | PRESIDENT & CEO | B | Control |
| WOOD, ARNOLD, SETON | I | CO-CHAIR, INVESTMENTS | B | Control |
| WOOD, ARNOLD, SETON | I | PARTNER | B | |
| WOOD, ARNOLD, SETON | I | PARTNER | B | |
| WOOD, ARNOLD, SETON | I | PARTNER | B | |
| COOPER, JENNIFER, NICOL | I | EXECUTIVE VICE PRESIDENT, CCO & CFO | A | Control |
| COOPER, JENNIFER, NICOL | I | EXECUTIVE VICE PRESIDENT, CCO & CFO | A | Control |
| COOPER, JENNIFER, NICOL | I | EXECUTIVE VICE PRESIDENT, CCO & CFO | A | Control |
| COOPER, JENNIFER, NICOL | I | EXECUTIVE VICE PRESIDENT, CCO & CFO | A | Control |
| COOPER, JENNIFER, NICOL | I | EXECUTIVE VICE PRESIDENT, CCO & CFO | A | Control |
| COOPER, JENNIFER, NICOL | I | EXECUTIVE VICE PRESIDENT, CCO & CFO | A | Control |
| COOPER, JENNIFER, NICOL | I | EXECUTIVE VICE PRESIDENT, CCO & CFO | A | Control |
| COOPER, JENNIFER, NICOL | I | PRESIDENT & CFO | A | Control |
| COOPER, JENNIFER, NICOL | I | PRESIDENT & CFO | A | Control |
| COOPER, JENNIFER, NICOL | I | PRESIDENT, CFO, & CCO | A | Control |
| COOPER, JENNIFER, NICOL | I | PRESIDENT, CFO, & CCO | A | Control |
| COOPER, JENNIFER, NICOL | I | PRESIDENT, CFO, & CCO | A | Control |
| COSMER, THOMAS, ANTHONY | I | SENIOR VICE PRESIDENT | A | |
| COSMER, THOMAS, ANTHONY | I | SENIOR VICE PRESIDENT | A | |
| COSMER, THOMAS, ANTHONY | I | SENIOR VICE PRESIDENT | A | |
| EYSENBACH, JAMES, MCINDOE | I | SENIOR VICE PRESIDENT | A | Control |
| EYSENBACH, JAMES, MCINDOE | I | SENIOR VICE PRESIDENT | A | Control |
| EYSENBACH, JAMES, MCINDOE | I | SENIOR VICE PRESIDENT | A | Control |
| EYSENBACH, JAMES, MCINDOE | I | SENIOR VICE PRESIDENT | A | Control |
| EYSENBACH, JAMES, MCINDOE | I | SENIOR VICE PRESIDENT | A | Control |
| EYSENBACH, JAMES, MCINDOE | I | SENIOR VICE PRESIDENT | A | Control |
| EYSENBACH, JAMES, MCINDOE | I | SENIOR VICE PRESIDENT | A | Control |
| EYSENBACH, JAMES, MCINDOE | I | SENIOR VICE PRESIDENT | A | Control |
| EYSENBACH, JAMES, MCINDOE | I | SENIOR VICE PRESIDENT | A | Control |
| EYSENBACH, JAMES, MCINDOE | I | SENIOR VICE PRESIDENT | A | Control |
| JACQUES, WILLIAM, EDWARD | I | PRESIDENT & CEO | A | Control |
| JACQUES, WILLIAM, EDWARD | I | PRESIDENT & CEO | A | Control |
| JACQUES, WILLIAM, EDWARD | I | PRESIDENT & CEO | A | Control |
| JACQUES, WILLIAM, EDWARD | I | CEO | A | Control |
| JACQUES, WILLIAM, EDWARD | I | CEO | A | Control |
| JACQUES, WILLIAM, EDWARD | I | CEO | A | Control |
| JACQUES, WILLIAM, EDWARD | I | CEO | A | Control |
| JACQUES, WILLIAM, EDWARD | I | CEO | A | Control |
| JACQUES, WILLIAM, EDWARD | I | CO-CHAIR | A | Control |
| JACQUES, WILLIAM, EDWARD | I | CO-CHAIR | A | Control |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | Control |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | Control |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | Control |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | Control |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | Control |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | Control |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | Control |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | Control |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | Control |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | Control |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | Control |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | Control |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | Control |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | Control |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | Control |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | Control |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | Control |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | Control |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | |
| NATHANS, SAMUEL, PAUL | I | SENIOR VICE PRESIDENT | A | |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | A | Control |
| STRASSMAN, ALAN, JAY | I | CHAIRMAN | A | Control |
| STRASSMAN, ALAN, JAY | I | CHAIR | A | Control |
| STRASSMAN, ALAN, JAY | I | CHAIR | A | Control |
| STRASSMAN, ALAN, JAY | I | CHAIR | A | Control |
| STRASSMAN, ALAN, JAY | I | CHAIR | A | Control |
| STRASSMAN, ALAN, JAY | I | CHAIR | A | Control |
| STRASSMAN, ALAN, JAY | I | CO-CHAIR | A | Control |
| STRASSMAN, ALAN, JAY | I | CO-CHAIR | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| COMMERZBANK AG | FE | CMMAM | D | |
| COMMERZBANK AG | FE | CMMAM | D | |
| COMMERZBANK AG | FE | CMMAM | D | |
| EYSENBACH, JAMES, MCINDOE | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| JACQUES, WILLIAM, EDWARD | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| MONTGOMERY ASSET MANAGEMENT, LLC | DE | CMMAM | C | |
| MONTGOMERY ASSET MANAGEMENT, LLC | DE | CMMAM | C | |
| MONTGOMERY ASSET MANAGEMENT, LLC | DE | CMMAM | C | |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | Control |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C | |
| WOOD, ARNOLD, SETON | I | MARTINGALE ASSET MANAGEMENT CORP. | C |
Registrations
Federal
IA
Sep 3, 2025 REGISTERED
Notice Filings (34)
CA CO CT DC DE FL GA HI ID IL LA MA MD ME MI MO NC ND NE NH NJ NM NV NY OH OR PA RI TN TX UT VA WA WI
Address
888 BOYLSTON STREETSUITE 1400
BOSTON, MA 02199
United States
Phone: 617.424.4700