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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 Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 399 | 385 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.