Rhumbline Advisers

RIASEC Registered

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 organized as a limited partnership that operates as an institutional registered investment adviser. The firm is SEC-registered (1992) and primarily serves institutional clients through fee arrangements tied to assets under management. Its advisory remit centers on portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. Public filings indicate a pronounced emphasis on equity strategies rather than ESG-focused mandates.