Rhumbline Advisers

RIASEC RegisteredEst. 1992

Total AUM

$136B

Discretionary

$136B

100% of AUM

Avg account

$165M

Accounts

826

Employees

32

Advisory reps

3

Firm details

Headquarters: Boston, Massachusetts
CRD number: 107151
Registered since: January 15, 1992
Website: www.rhumblineadvisers.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: State / Municipal Government57.4%
Pooled Investment Vehicles14.43%
Corporations / Businesses8.27%
Pension & Profit Sharing Plans7.85%
Charitable Organizations6.21%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Rhumbline Advisers is an SEC-registered investment adviser organized as a limited partnership that primarily serves institutional clients. The firm charges fees as a percentage of assets under management and focuses on portfolio management for registered investment companies, pooled investment vehicles, and businesses or institutions. It is not positioned as an ESG-active manager, does not act as a capital allocator, and does not describe itself as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities96%
US Government Bonds4%

Owners & executives

3 of 3

Sally Gigliotti
Chief Financial OfficerCRD 7852936
Lisa Sheeler
General Counsel and Chief Compliance OfficerCRD 6993925
Denise D'entremont
Chief Executive OfficerCRD 2379235

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 52

Active vs passive

$334M in ETFs

Passive

100%

$334M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$48.8M	74,744	14.63%

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Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: Suffolk
Address: 265 Franklin St
Time zone: ET (UTC-5)
Office locations

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