Russell Investments
Firm details
- Headquarters
- Seattle, Washington
- CRD number
- 105734
- Registered since
- May 21, 1982
- Website
- russellinvestments.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Public Funds/Mutual Funds4%
- Private Funds2%
- Cash & Cash Equivalents1%
Owners & executives
3 of 6Amy E Curran
Chief Compliance OfficerCRD 4876594
Mark David Paltrowitz
Managing Director & Chief Risk OfficerCRD 2787627

Scott Bowen
Chief Financial OfficerCRD 2755021
Contacts
3 of 74
Derek Olson
DirectorCRD 5941415

Michael Roth
Registered RepresentativeCRD 4554314
Gregory Grocholski
Financial ProfessionalCRD 6504863
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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