RUSSELL INVESTMENTS
Firm details
- Headquarters
- SEATTLE, Washington
- CRD number
- 335782
- Registered since
- May 6, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Russell Investments is organized as a limited liability company and is registered with the SEC as of 2025. The firm reports a primarily institutional client base and describes its core advisory activity as portfolio management for investment companies, which indicates a focus on managing pooled or registered fund vehicles rather than one-off private client portfolios. Ownership is listed as a domestic entity/individual and the firm identifies as a related adviser, suggesting it operates within a broader group of affiliated entities. Its fee model combines asset-based fees with performance-based fees, consistent with managers that run collective investment vehicles and negotiate incentive arrangements. The firm does not identify itself as an active ESG investor and does not present itself as a multi-state adviser in the available filing.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5AMY E CURRAN
Chief Compliance OfficerCRD 4876594
HOWARD BRIAN SURLOFF
Chief Legal OfficerCRD 7525747
MARK DAVID PALTROWITZ
Managing Director & Chief Risk OfficerCRD 2787627
Contacts
1 of 1VERNON BARBACK
Vice ChairmanCRD 4347165
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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