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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Boston, MA

Martingale Asset Management

$4.2B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($233.6M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Growth Equity, Venture Capital, Private Credit, Private Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
14
5 Open Source Trails Below
Sum of Disclosed Rows
$233.6M
Total AUM: $4.2B
Median Disclosed Amount
$20.2M
Range: $4.0M – $26.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/14)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Martingale Asset Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
TPG Angelo Gordon Realty Fund VAdviser 7.B Vehicle Real Estate 2025
$24.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Cherryrock Capital Fund I, L.P.Adviser 7.B Vehicle Growth Equity 2025
$22.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Escalate Capital IV LPAdviser 7.B Vehicle Private Credit 2025
$22.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Gold Hills Partners, L.P.Adviser 7.B Vehicle Private Equity 2025
$21.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Roxborough Fund II LPAdviser 7.B Vehicle Real Estate 2024
$19.3M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Martingale Asset Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Martingale Asset Management (Family Office / MFO, $4.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.7% Actual; $96.1M Unallocated Target Bandwidth). SEC Form ADV (801-30067, CRD #108526) verified $4.18B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-20

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Martingale Asset Management

388 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Martingale Asset Management (13 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 3 Shared Vehicles

Pathstone

Family Office / MFO Englewood, NJ
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Escalate Capital Iv Lp (2025 Vintage)
Martingale Asset Management: $22.7M · SEC Form ADV 7.B
Pathstone: $30.0M · SEC Form ADV 7.B

Additional shared vehicles: Bregal Sagemount IV (2022 Vintage) · Valor M33 III, LP (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 2 Shared Vehicles

University of Texas (UTIMCO)

University Endowment Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Roxborough Fund II LP (2024 Vintage)
Martingale Asset Management: $19.3M · SEC Form ADV 7.B
University of Texas (UTIMCO): $60.9M (Holding / Fair Value) · IRS Form 990 Sched D (UTIMCO 2025 PUF Audited Detail Schedules, p.58)

Additional shared vehicles: Escalate Capital Iv Lp (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 2 Shared Vehicles

CalPERS

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Gold Hills Partners, L.P. (2025 Vintage)
Martingale Asset Management: $21.6M · SEC Form ADV 7.B
CalPERS: $400.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Bain Capital Venture Coinvestment Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+385 Additional Institutional LPs Report Shared Vehicles with Martingale Asset Management

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Martingale Asset Management

You are viewing 5 open public preview records (out of 14 total tracked records for Martingale Asset Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (388 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Martingale Asset Management

Real Estate LPs →Growth Equity LPs →Venture Capital LPs →Private Credit LPs →Private Equity LPs →

Frequently Asked Questions: Martingale Asset Management

What type of institutional allocator is Martingale Asset Management and what is their typical disclosed ticket size?

Martingale Asset Management is categorized under Family Office / MFO (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Boston, MA). Across 14 historical disclosure records tracked on Prilago ($233.6M total parsed USD across disclosed rows), the median disclosed amount is $20.2M (range: $4.0M to $26.1M).

Which private-market strategies appear in Martingale Asset Management's public disclosures?

Martingale Asset Management has disclosed records across Real Estate, Growth Equity, Venture Capital, Private Credit, Private Equity. Open preview records include TPG Angelo Gordon Realty Fund V (2025 Vintage), Cherryrock Capital Fund I, L.P. (2025 Vintage), Escalate Capital IV LP (2025 Vintage), Gold Hills Partners, L.P. (2025 Vintage).

How are Martingale Asset Management's historical records substantiated and separated from active searches on Prilago?

Records for Martingale Asset Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Martingale Asset Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/martingale-asset-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Martingale Asset Management?

In Prilago's bilateral commitment graph, Martingale Asset Management shares resolved underlying fund vehicles with 388 institutional LPs across 13 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Pathstone (3 shared vehicles, e.g. Escalate Capital Iv Lp (2025 Vintage)), University of Texas (UTIMCO) (2 shared vehicles, e.g. Roxborough Fund II LP (2024 Vintage)), CalPERS (2 shared vehicles, e.g. Gold Hills Partners, L.P. (2025 Vintage)).

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