RUSSELL INVESTMENTS

RIASEC RegisteredEst. 2025
Total AUM
Avg account
$0
Accounts
0
Employees
569
Advisory reps
6

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • AMY E CURRAN

    Chief Compliance OfficerCRD 4876594

  • HOWARD BRIAN SURLOFF

    Chief Legal OfficerCRD 7525747

  • MARK DAVID PALTROWITZ

    Managing Director & Chief Risk OfficerCRD 2787627

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Contacts

1 of 1
  • VERNON BARBACK

    Vice ChairmanCRD 4347165

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth