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

Company Profile

Company profile

Incorporated

Delaware

Location

Massachusetts

Fiscal year end

Dec 31

Industry

Other Investment Fund

SEC CIK

0001579217

IRS number

462669543

SEC advisor number

801-30067

FINRA CRD number

108526

AUM ?

$744.18 mm

Address

Martingale Investment Trust, Series 1-U.S. Low Volatility LargeCap
MARTINGALE ASSET MANAGEMENT, L.P.
888 BOYLSTON STREET, SUITE 1400
BOSTON
MA 02199

Phone

617-424-4700

Brochures

Martingale Form Adv Part 2A (27 Mar 23)

Ownership

Fund structure	AUM	Fund type
Martingale Asset Management	$8.07 bn
Martingale Investment FUND-2, Limited Partnership	$5.28 mm	Hedge Fund
Martingale Investment Trust; Series 1: U.S. Low Volatility Largecap+	$744.18 mm	Other Private Fund

Latest filings (excl ownership)

View all

D/A

$900.00 mm in investment fund, sold $725.01 mm, 40 investors

7 Nov 24

D/A

$900.00 mm in investment fund, sold $711.01 mm, 40 investors

9 Nov 23

D/A

$900.00 mm in investment fund, sold $703.01 mm, 41 investors

4 Nov 22

D/A

$900M in investment fund, sold $697.51M, 41 investors

5 Nov 21

D/A

$900M in investment fund, sold $676.21M, 40 investors

6 Nov 20

D/A

$800M in investment fund, sold $589.45M, 36 investors

8 Nov 19

D/A

$600M in investment fund, sold $468.29M, 32 investors

9 Nov 18

D/A

$600M in investment fund, sold $413.59M, 31 investors

30 Jul 18

D/A

$500M in investment fund, sold $357.77M, 27 investors

31 Jul 17

D/A

$500M in investment fund, sold $158.46M, 20 investors

29 Jul 16

Latest ownership filings

No filings