Rhumbline Advisers

RIASEC RegisteredEst. 1992

Total AUM

$136B

Discretionary

$136B

100% of AUM

Avg account

$165M

Accounts

826

Employees

Advisory reps

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 a limited partnership that operates as an institutional registered investment adviser focused on managing pooled and institutional portfolios. The firm has been SEC-registered since 1992 and charges fees as a percentage of assets under management. Its client base is primarily institutional, and its advisory services include portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. According to filings, Rhumbline is not positioned as a capital allocator to third-party managers, does not identify as an active ESG investor, and is not a multi-state adviser or a pension consultant.