Investment adviser · CRD 107151
RHUMBLINE ADVISERS
Investment adviser filing (IA)
RHUMBLINE ADVISERS LTD PARTNERSHIP
BOSTON, MA, United States · Form ADV filed Mar 13, 2026
- Regulatory AUM
- $136B Form ADV · Item 5.F
- Client accounts
- 826 Accounts, not individual clients
- Employees
- 32 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | 124 | $78,330,813,202 | 57.4% |
| Pooled investment vehicles | 24 | $19,688,007,816 | 14.4% |
| Corporations & businesses | 28 | $11,282,464,157 | 8.3% |
| Retirement plans | 52 | $10,712,967,965 | 7.8% |
| Charities | 149 | $8,476,094,198 | 6.2% |
| Other investment advisers | Fewer than 5 | $5,181,700,194 | 3.8% |
| Other clients | 14 | $1,959,047,245 | 1.4% |
| Investment companies | 3 | $822,817,541 | 0.6% |
| Insurance companies | Fewer than 5 | $21,274,556 | 0.0% |
Filing source
Form ADV 2052385 · Mar 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
24 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
RHUMBLINE S&P INDEX POOLED TRUSTOther Private Fund · Last reported Mar 13, 2026$5.58BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WOLF & COMPANY, P.C.
PCAOB 392
STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572
Fund details & source
- Fund ID
- 805-6499720600
- Reported beneficial owners
- 37
- Minimum commitment
- $1M
- Form D file number
- 021-999999
Form ADV 2052385 · Mar 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RHUMBLINE RUSSELL 1000 POOLED INDEX TRUSTOther Private Fund · Last reported Mar 13, 2026$3.02BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WOLF & COMPANY, P.C.
PCAOB 392
STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572
Fund details & source
- Fund ID
- 805-2830680603
- Reported beneficial owners
- 12
- Minimum commitment
- $1M
- Form D file number
- 021-999999
Form ADV 2052385 · Mar 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RHUMBLINE MID-CAP INDEX FUND POOLED TRUSTOther Private Fund · Last reported Mar 13, 2026$1.39BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WOLF & COMPANY, P.C.
PCAOB 392
STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572
Fund details & source
- Fund ID
- 805-1747615029
- Reported beneficial owners
- 40
- Minimum commitment
- $1M
- Form D file number
- 021-9999999
Form ADV 2052385 · Mar 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RHUMBLINE CORE BOND POOLED INDEX TRUSTOther Private Fund · Last reported Mar 13, 2026$1.38BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WOLF & COMPANY, P.C.
PCAOB 392
STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572
Fund details & source
- Fund ID
- 805-9365564104
- Reported beneficial owners
- 21
- Minimum commitment
- $1M
- Form D file number
- 021-75630
Form ADV 2052385 · Mar 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MASSACHUSETTS S&P 500 POOLED INDEX FUNDOther Private Fund · Last reported Mar 13, 2026$1.21BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WOLF & COMPANY, P.C.
PCAOB 392
STATE STREET BANK & TRUST COMPANY
LEI 571474TGEMMWANRLN572
Fund details & source
- Fund ID
- 805-8498837455
- Reported beneficial owners
- 12
- Minimum commitment
- $1M
- Form D file number
- 021-9999999999
Form ADV 2052385 · Mar 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RHUMBLINE LARGE CAP GROWTH POOLED INDEX TRUSTOther Private Fund · Last reported Mar 13, 2026$1.08BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WOLF & COMPANY, P.C.
PCAOB 392
STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572
Fund details & source
- Fund ID
- 805-5254349751
- Reported beneficial owners
- 25
- Minimum commitment
- $1M
- Form D file number
- 021-999999
Form ADV 2052385 · Mar 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RHUMBLINE RUSSELL 1000 VALUE INDEX POOLED TRUSTOther Private Fund · Last reported Mar 13, 2026$984MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WOLF & COMPANY, P.C.
PCAOB 392
STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572
Fund details & source
- Fund ID
- 805-7648529013
- Reported beneficial owners
- 24
- Minimum commitment
- $1M
- Form D file number
- 021-9999999
Form ADV 2052385 · Mar 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 13, 2026. View historical filings
Reported services
Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
265 FRANKLIN STREET, 21ST FLOORBOSTON, MA, 02110-3326, United States
CRD 107151
Filing source
Form ADV 2052385 · Mar 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.