RUSSELL INVESTMENTS

RIASEC RegisteredEst. 1982
Total AUM
$68.6B
Discretionary
$68.4B
100% of AUM
Avg account
$10.4M
Accounts
6,599
Employees
569
Advisory reps
80

Firm details

Headquarters
SEATTLE, Washington
CRD number
105734
Registered since
May 21, 1982
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 93%, Public Funds/Mutual Funds 4%, Private Funds 2%, Cash & Cash Equivalents 1%93%
  • Exchange Traded Equities93%
  • Public Funds/Mutual Funds4%
  • Private Funds2%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 6
  • AMY E CURRAN

    Chief Compliance OfficerCRD 4876594

  • MARK DAVID PALTROWITZ

    Managing Director & Chief Risk OfficerCRD 2787627

  • SCOTT BOWEN

    Chief Financial OfficerCRD 2755021

Unlock 3 more executives

Contacts

3 of 74
  • DEREK OLSON

    DirectorCRD 5941415

  • MICHAEL ROTH

    Registered RepresentativeCRD 4554314

  • GREGORY GROCHOLSKI

    Financial ProfessionalCRD 6504863

Unlock 71 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth