Investor · Company

Martingale Asset Management

Martingale Asset Management is an investment manager in the United States with $4.18 bn of regulatory assets under management across all asset classes. It manages a real estate fund with $0.54 bn of gross assets, at least 13% of its regulatory assets under management.

Funds managed

1 fund managed by Martingale Asset Management, with $0.54 bn of gross assets. That is at least 13% of its $4.18 bn of regulatory assets under management across all asset classes; only its largest funds are collected, so the share is a floor.

FundStrategyDomicileAssetsOffering
Martingale Investment Trust; Series 1: U.S. Low Volatility Largecap+Real estateUnited States$0.54 bn—

Facts

FactValueSource
Name in the sourceMARTINGALE ASSET MANAGEMENTSEC adviser reports (Form ADV) · record · Public domain · checked 24 Oct 2026
LocationMassachusettsSEC adviser reports (Form ADV) · record · Public domain · checked 24 Oct 2026
SEC CIK0000936944SEC adviser reports (Form ADV) · record · Public domain · checked 24 Oct 2026
Websitehttp://www.martingale.comSEC adviser reports (Form ADV) · record · Public domain · checked 24 Oct 2026
Assets under management$4.18 bnSEC adviser reports (Form ADV) · record · Public domain · checked 24 Oct 2026
Real-asset private funds1 funds (usd 100m or more, $0.54 bn gross assets)SEC adviser reports (Form ADV) · Public domain · checked 24 Oct 2026

Research on Martingale Asset Management.Its real-asset holdings and recent deals, and an introduction to the team: on request.

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