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RHUMBLINE ADVISERS
Legal name: RHUMBLINE ADVISERS LTD PARTNERSHIP
CRD 107151File 801-40535
APPROVED
Custody
Filing as of Mar 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$136.48B
Top 10% of cohort (national)
Discretionary AUM
$136.48B
Clients
385
826 accounts
Employees
32
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 15, 1992
- Principal office
- 265 FRANKLIN STREET, 21ST FLOOR, BOSTON, MA, 02110-3326
- Phone
- 617-345-0434
- Website
- https://www.rhumbline.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $136.48B
- Discretionary AUM
- $136.48B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 826
- Non-discretionary accounts
- 0
- Total accounts
- 826
- AUM per client
- $354.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 28 | $11.28B |
| Insurance companies | Fewer than 5 | $21.3M |
| Investment companies | 3 | $822.8M |
| Charitable organizations | 149 | $8.48B |
| Other investment advisers | Fewer than 5 | $5.18B |
| Pooled investment vehicles | 24 | $19.69B |
| Pension and profit sharing plans | 52 | $10.71B |
| State or municipal government entities | 124 | $78.33B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 399 | 385 | decreased by14 |
| Apr 1, 2026 | Clients | 358 | 399 | increased by41 |
| Apr 1, 2026 | AUM | $123,162,242,119 | $136,475,186,874 | increased by$13,312,944,755 |
| Apr 1, 2026 | Accounts | 722 | 826 | increased by104 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 24 | 32 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 316 | 358 | increased by42 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $96,223,979,701 | $123,162,242,119 | increased by$26,938,262,418 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 639 | 722 | increased by83 |
| Apr 1, 2022 | Employees | 23 | 24 | increased by1 |
| Apr 1, 2022 | Clients | 295 | 316 | increased by21 |
| Apr 1, 2022 | AUM | $84,049,820,142 | $96,223,979,701 | increased by$12,174,159,559 |
| Apr 1, 2022 | Accounts | 602 | 639 | increased by37 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RHUMBLINE ADVISERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RHUMBLINE ADVISERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.