Martingale Asset Management
martingale.com Direct investor
Martingale Asset Management is an independent, privately held investment advisor founded in 1987 and based in Boston. It manages systematic, risk-aware equity portfolios for institutional clients.
Martingale Asset Management is an asset manager headquartered in Boston, United States, founded in 1987. It invests directly in companies, in equities. $4.5 Billion under management, as it reports.
“Martingale Asset Management, founded in 1987 and based in Boston, manages equity portfolios for many of the world’s most demanding corporate pension plans, foundations, endowments, public retirement systems, and multi-employer funds.”
— Martingale Asset Management, own website
- Layer
- Direct investor
- Type
- Asset manager
- Stage
- Not stated
- Headquarters
- Boston, United States
- Invests in
- U.S., global, international
- Sectors
- equities
- Founded
- 1987
- Assets under management
- $4.5 Billion
Team, as Martingale Asset Management publishes it
- William Jacques, CFA Co-Chair
- Samuel Nathans, CFA SVP, Senior Portfolio Manager
- David Schmidt, CFA, CAIA SVP, Senior Investment Officer
- Fan Gao, CFA, FRM SVP, Investments
- Paul Koehler, Ph.D., CFA SVP, Investments
- Jimei Shen Quantitative Developer / Analyst
- Joshua Margolis, CFA SVP, Co-Director of Trading
- Shay Cunningham Co-Director of Trading
- Bryan McGinn SVP, Relationship Manager & Head of Consultant Relations
- Kevin McNamara SVP, Relationship Manager & Product Specialist
- Meghan McClafferty VP, Communications & Sustainability Reporting Specialist
Names and roles exactly as listed on martingale.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Martingale Asset Management publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://www.martingale.com/name, status, confidence, layer
- https://www.martingale.com/about/overview/is_investor, hq_country, hq_city, thesis_quote, description
- https://www.martingale.com/about/martingale-at-a-glance/type, invests_in_geographies, sectors, founded, aum
- https://www.martingale.com/about/team/people
Record 8332 · added 2026-09-29 · link last verified 2026-10-21 · confidence high
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