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 functions as an institutional-focused investment adviser and portfolio manager that concentrates on multi-vehicle solutions for pools, investment companies and large institutional clients. The firm runs discretionary portfolios at scale, favors equity exposures delivered through exchange-traded instruments, and supplements core holdings with fixed income and cash management tools. Its advisory mandate includes selection and oversight of sub‑advisers and pooled vehicle management, and the firm also operates as a commodity pool operator/commodity trading advisor in certain capacities. Russell Investments identifies as an active ESG investor and commonly integrates ESG considerations into manager selection and portfolio construction. Fee arrangements span percentage-of-AUM, fixed fees and performance-based structures, reflecting work across customized institutional mandates and pooled vehicles. The firm’s product mix includes both internal pooled vehicles (notably a liquidity fund) and allocations to third‑party managers when pursuing private market or specialized strategies.
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 74DEREK 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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