Russell Investments
Firm details
- Headquarters
- Seattle, Washington
- CRD number
- 335783
- Registered since
- May 6, 2025
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Russell Investments operates as a limited liability company focused on institutional portfolio management, primarily serving investment companies. The firm is organized to provide advisory services on a fee basis tied to assets under management. Its activities extend beyond pure advisory work: regulatory affiliations and corporate roles indicate Russell Investments serves as an adviser and as a sponsor/manager for pooled investment vehicles, and it maintains relationships with broker-dealers, commodity/derivatives operators (CPO/CTA), trust companies and banking entities. The firm is not positioned as an active ESG investor and does not describe itself as a capital allocator that takes proprietary stakes. Registered with the SEC in 2025, it functions within a broader group structure as a related adviser to other entities.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 1
Vernon 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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