Martingale Asset Management
Martingale Asset Management is a Boston-based institutional investment management firm founded in 1987, operating as a SEC 13F filer that manages equity portfolios for institutional clients under CEO William Jacques.
- Company typePrivate
- Founded1987
- HeadquartersBoston, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Martingale Asset Management does
Martingale Asset Management is a Boston-based institutional investment management firm that has been operating since 1987. The firm functions as a registered investment advisor filing Schedule 13F with the U.S. Securities and Exchange Commission, indicating it manages institutional capital and holds disclosed equity positions in publicly traded companies. Based on a referenced 13F filing, the firm held 572,735 shares of Cisco Systems valued at approximately $39,187,000 — a position representing roughly 1.0% of Cisco's outstanding shares and making Martingale the 12th largest institutional shareholder in that single issuer.
The firm is led by William Jacques, who serves as Chief Executive Officer and President. Its legal entity is organized as a limited partnership (Martingale Asset Management L.P.). Public information on the firm's specific investment strategies, product lineup (e.g., separate accounts, commingled funds, mutual funds, ETFs), fee structure, target client base, and total assets under management is not available in the provided sources. Pricing, distribution channels, marketing approach, customer segments, technology infrastructure, and product offerings are similarly undisclosed.
The firm's revenue model is characteristic of the asset management industry — most likely a fee charged on assets under management, but specific fee schedules, AUM, and revenue figures are not publicly available. With a headcount reported in the 11–50 range and a 38-year operating history, the firm appears to be a small, established boutique manager rather than a large multi-strategy platform. No information was available regarding partnerships, acquisitions, awards, regulatory actions, product launches, or recent strategic initiatives.
Martingale Asset Management firmographics
Firmographics- Name
- Martingale Asset Management
- Legal name
- Martingale Asset Management L.P.
- Website
- https://martingale.com
- Company type
- Private
- Founded year
- 1987
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Martingale Asset Management is a Boston-based institutional investment management firm founded in 1987, operating as a SEC 13F filer that manages equity portfolios for institutional clients under CEO William Jacques.
- Ownership category
- akta.pro rank
Martingale Asset Management industry classification
Industry- Product category
- Institutional Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Large-Cap Equity (Active) (FSAAAIAA)
Keywords
Where Martingale Asset Management is headquartered
LocationHeadquarters
- HQ city
- Boston
- HQ country
- United States
- HQ region
- North America
Markets served
Martingale Asset Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Martingale Asset Management product offering
Product offeringCore offering
Martingale Asset Management L.P. is an SEC-registered institutional investment manager that manages equity portfolios on behalf of institutional clients, as evidenced by its Form 13F filings disclosing long-term concentrated holdings in publicly traded U.S. equities such as Cisco Systems. The firm has been operating continuously since 1987, focusing on discretionary public equity capital allocation for institutional capital pools.
Differentiator
Problem solved
Functional benefit
Products and services
- Institutional Equity Investment Management Active discretionary management of public equity portfolios for institutional clients, executed through concentrated, high-conviction positions in U.S. listed equities and disclosed via SEC Form 13F filings. The service is targeted at institutional capital pools seeking long-term active equity exposure.
Companies that use Martingale Asset Management
Customer profileIdeal customer profiles1 record
Martingale Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Martingale Asset Management partnerships and signals
Strategic signalScale indicators1 record
Recent moves2 records
Martingale Asset Management competitors and assessment
Company assessmentDirect peers
- PanAgora Asset Management: Boston-based institutional asset manager with both quantitative and fundamental capabilities. Closely comparable in scale, location, and institutional-only distribution.
- Eaton Vance: Boston-based active asset manager founded in 1924, historically operating with a similar institutional/affiliate channel mix and mid-sized AUM. Now a subsidiary of Morgan Stanley, it represents the natural large-scale analog of a small Boston institutional manager like Martingale.
- Putnam Investments: Boston-based institutional and retail asset manager with active equity capabilities. Historically a peer of mid-sized Boston active managers and shares the same institutional client base Martingale would serve.
- Loomis Sayles: Boston-based active fixed income and equity manager serving institutional clients globally. Comparable business model (institutional active management out of Boston) and competes for similar allocator relationships.
- Acadian Asset Management: Boston-based quantitative and active equity manager serving institutional clients. Similar geographic footprint, institutional client focus, and active equity orientation.
- GMO (Grantham, Mayo, Van Otterloo & Co.): Boston-based private asset manager focused on active equity and multi-asset strategies for institutional clients. Directly comparable in private, Boston-based, institutional active management positioning.
Broad incumbents
- MFS Investment Management: Larger Boston-based active asset manager with broad global capabilities. Represents a scaled incumbent in the same city and active-equity category.
- Wellington Management: One of the largest privately-held institutional asset managers, headquartered in Boston. Represents the upper bound of what a long-tenured Boston institutional firm can scale to.
- State Street Global Advisors: Boston-headquartered asset manager (subsidiary of State Street) with massive institutional footprint. Sets the competitive context for any Boston-based institutional manager.
- Franklin Templeton: Large global asset manager with a substantial Boston presence and active equity franchises. Relevant as a strategic acquirer and competitive incumbent in the institutional active equity category.
Market position
Strengths4 records
Weaknesses4 records
Key risks5 records
Key highlights5 records
Customer concentration
Martingale Asset Management social profiles
Digital presenceMartingale Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Martingale Asset Management leadership team
Management profileNumber of profiles
Profiles1 record
Martingale Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Martingale Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Martingale Asset Management
What does Martingale Asset Management do?
Martingale Asset Management L.P. is an SEC-registered institutional investment manager that manages equity portfolios on behalf of institutional clients, as evidenced by its Form 13F filings disclosing long-term concentrated holdings in publicly traded U.S. equities such as Cisco Systems. The firm has been operating continuously since 1987, focusing on discretionary public equity capital allocation for institutional capital pools.
When was Martingale Asset Management founded?
Martingale Asset Management was founded in 1987. It employs 11 to 50 people.
Where is Martingale Asset Management based?
Martingale Asset Management is headquartered in Boston, United States, in the North America region.
Who are Martingale Asset Management's main competitors?
Direct peers on record are PanAgora Asset Management, Eaton Vance, Putnam Investments, Loomis Sayles, Acadian Asset Management and GMO (Grantham, Mayo, Van Otterloo & Co.). Broad incumbents are MFS Investment Management, Wellington Management, State Street Global Advisors and Franklin Templeton.
Does Martingale Asset Management have an API?
No public API is recorded for Martingale Asset Management.
What industry is Martingale Asset Management in?
Martingale Asset Management's product category is Institutional Asset Management. Its primary akta.pro industry code is FSAAAIAA, Large-Cap Equity (Active). Its NAICS code is 523940 and its SIC code is 6282.