# MARTINGALE ASSET MANAGEMENT LP

MARTINGALE ASSET MANAGEMENT LP of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 108526
- Type: SEC-registered investment adviser
- SEC file number: 801-30067
- Location: 888 BOYLSTON STREET, SUITE 1400, BOSTON, MA, 02199
- Phone: 617.424.4700
- Latest filing: 2026-03-27
- Regulatory AUM: $4.2B
- Discretionary AUM: $4.2B
- Clients: 25
- Accounts: 25

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: High net worth, Pooled vehicles, Investment cos, Other

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| William Edward Jacques | CO-CHAIR; PRESIDENT | — |
| James Mcindoe Eysenbach | CO-CHIEF EXECUTIVE OFFICER, CIO; DIRECTOR | — |
| Jennifer Nicol Cooper | CO-CHIEF EXECUTIVE OFFICER, CFO, & CCO | — |
| Alan Jay Strassman | CO-CHAIR | — |
| O'CONNOR PATRICIA J | CFO, EXEC. VP; EXECUTIVE VICE PRESIDENT & CFO; EXECUTIVE VICE PRESIDENT, CFO & CHIEF COMPLIANCE OFFICER (+2 more) | — |
| STRASSMAN ALAN JAY | CHAIR; CHAIRMAN; CO-CHAIR, ADMINISTRATION | — |
| WOOD ARNOLD SETON | CO-CHAIR, INVESTMENTS; CO-CHAIRMAN; PARTNER (+3 more) | — |
| JACQUES WILLIAM EDWARD | CEO; EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT & CIO (+2 more) | — |
| NATHANS SAMUEL PAUL | SENIOR VICE PRESIDENT | — |
| VISCO JENNIFER LYNN | SENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICER; VICE PRESIDENT/CCO; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| STARK DOUGLAS EVAN | SENIOR VICE PRESIDENT | — |
| BURIK PAUL | DIRECTOR | — |
| GEIST MARK B | DIRECTOR | — |
| COSMER THOMAS ANTHONY | SENIOR VICE PRESIDENT | — |
| EYSENBACH JAMES MCINDOE | CIO; DIRECTOR; EXECUTIVE VICE PRESIDENT & CIO (+1 more) | — |
| COOPER JENNIFER NICOL | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER  & CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT, CCO & CFO (+3 more) | — |
| VISCO JENNIFER L | VICE PRESIDENT/CCO | — |
| ARNOULD MATTHEW BRANDT | SVP, GC, & CCO | — |


## Private funds (2)

Mix: Other Private Fund 1 · Hedge Fund 1

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| MARTINGALE INVESTMENT TRUST; SERIES 1: U.S. LOW VOLATILITY LARGECAP+ | Other Private Fund | Delaware | 16 | $483.3M | $25.0M |
| MARTINGALE INVESTMENT FUND-2, LIMITED PARTNERSHIP | Hedge Fund | Massachusetts | 1 | $6.7M | $1.0M |


## Fund service providers (1)

- administrator: U.S. BANK GLOBAL FUND SERVICES

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108526/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108526/similar
- Related entities: https://search.stillhousedata.com/firm/108526/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108526

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.