Martingale Investment Trust, Series 1-U.S. Low Volatility LargeCap — Form D

Martingale Investment Trust, Series 1-U.S. Low Volatility LargeCap of BOSTON, MA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2013-08-02. The offering totals $500.0M, of which $5.0M was reported sold. Industry: Pooled Investment Fund.

Offering

Filed: 2013-08-02
Form: D
Accession: 0001579217-13-000002
Industry: Pooled Investment Fund
Exemptions: 06, 3C, 3C.7
Total offering: $500.0M
Amount sold: $5.0M
Remaining: $495.0M
Minimum investment: $5.0M
Investors: 1
Date of first sale: 2013-08-01
Security types: fund interests
SEC file number: 021-200656

Issuer

Name: Martingale Investment Trust, Series 1-U.S. Low Volatility LargeCap
CIK: 0001579217
Entity type: Business Trust
Jurisdiction: DELAWARE
Incorporated: 2013
Address: MARTINGALE ASSET MANAGEMENT, L.P., BOSTON, MA, 02199
Phone: 617-424-4700

Officers, directors & promoters (8)

Name	Role	Location
Alan J Strassman	Executive Officer	Boston, MA
James M Eysenbach	Executive Officer	Boston, MA
William E Jacques	Executive Officer	Boston, MA
N/A Martingale Asset Management, L.P.	Executive Officer	Boston, MA
Jennifer N Cooper	Executive Officer	Boston, MA
Mac N Eysenbach	Executive Officer	Boston, MA
L.P. Martingale Asset Management,	Executive Officer	Boston, MA
Arnold S Wood	Executive Officer	Boston, MA

Other filings by this issuer (13)

Filed	Form	Offering	Sold
2025-11-06	D/A	$900.0M	$727.0M
2024-11-07	D/A	$900.0M	$725.0M
2023-11-09	D/A	$900.0M	$711.0M
2022-11-04	D/A	$900.0M	$703.0M
2021-11-05	D/A	$900.0M	$697.5M
2020-11-06	D/A	$900.0M	$676.2M
2019-11-08	D/A	$800.0M	$589.4M
2018-11-09	D/A	$600.0M	$468.3M
2018-07-30	D/A	$600.0M	$413.6M
2017-07-31	D/A	$500.0M	$357.8M
2016-07-29	D/A	$500.0M	$158.5M
2015-07-31	D/A	$500.0M	$69.7M
2014-08-01	D/A	$500.0M	$14.8M

Martingale Investment Trust, Series 1-U.S. Low Volatility LargeCap — Form D

Offering

Issuer

Officers, directors & promoters (8)

Other filings by this issuer (13)

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