Russell Investments

RIASEC RegisteredEst. 1982
Total AUM
$68.6B
Discretionary
$68.4B
100% of AUM
Avg account
$10.4M
Accounts
6,599
Employees
569
Advisory reps
80

Firm details

Headquarters
Seattle, Washington
CRD number
105734
Registered since
May 21, 1982
Custodians
PERSHING LLC, NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Investment Companies91.03%
  • Other Investment Advisers6.36%
  • Pooled Investment Vehicles2.51%
  • Pension & Profit Sharing Plans0.1%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Russell Investments operates as an institutional registered investment adviser and provides a mix of portfolio management and advisory services to institutional clients. The firm is SEC-registered (since 1982) and performs portfolio management for investment companies, pooled investment vehicles and institutional businesses, and it also engages in selection of other advisers. Its business activities include operating as a commodity pool operator/commodity trading advisor (CPO/CTA). Russell charges a variety of fee types — percentage of AUM, fixed fees and performance-based fees among them — and identifies itself as an active ESG investor, suggesting ESG considerations are part of its institutional investment processes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 93%, Public Funds/Mutual Funds 4%, Private Funds 2%, Cash & Cash Equivalents 1%93%
  • Exchange Traded Equities93%
  • Public Funds/Mutual Funds4%
  • Private Funds2%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 6
  • Amy E Curran

    Chief Compliance OfficerCRD 4876594

  • Mark David Paltrowitz

    Managing Director & Chief Risk OfficerCRD 2787627

  • Scott Bowen

    Scott Bowen

    Chief Financial OfficerCRD 2755021

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Contacts

3 of 74
  • Derek Olson

    Derek Olson

    DirectorCRD 5941415

  • Michael Roth

    Michael Roth

    Registered RepresentativeCRD 4554314

  • Gregory Grocholski

    Financial ProfessionalCRD 6504863

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Seattle, WA

King

Location

Seattle, WA

Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
401 Union St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth