DBA: MARTINGALE ASSET MANAGEMENT
| Total AUM | $4.18B |
| Discretionary | $4.18B100% of AUM |
| Client Accounts | 25 |
| Avg Account Size | $167.1M |
| Employees | 25 |
| Peak AUM | $10.11BMar 2020 |
| AUM CAGR | +5.0% /yrover 25 yrs · 69 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.2B | 3.0% | 8.2% | 14.5% | |
| Discretionary AUM | $4.2B | ||||
| Total AUM | $4.18B |
| Discretionary | $4.18B |
| Employees | 25 |
| Client Accounts | 25 |
Address
888 BOYLSTON STREET
BOSTON MA 02199
Phone
617.424.4700
Filing History
69 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$4.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$4.2B
| 3.0% |
| 8.2% |
| 14.5% |
| Total Accounts | 25 | 7.4% | 12.2% | 9.0% |
| Avg Account Size | $167M | +4.7% | +4.6% | 6.0% |
| Employees | 25 | +4.2% | +1.4% | 0.8% |
| AUM / Employee | $167M | 6.9% | 9.4% | 13.8% |
Client AUM Segments | |||||
| Wealth AUM | $83M | 10.3% | 6.0% | 5.7% | |
| Institutional AUM | $2.4B | 3.8% | 2.7% | 13.8% | |
| Fund / Pooled AUM | $1.7B | 1.5% | 14.1% | 15.6% | |
Client Count Segments | |||||
| Pooled / Fund | 12 | +71.4% | +19.7% | +8.4% | |