| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Rhumbline S&p Index Pooled Trust | Other Private | $5.1B | $5M |
| Rhumbline Russell 1000 Pooled Index Trust | Other Private | $2.82B | $5M |
| Rhumbline Mid-Cap Index Fund Pooled Trust | Other Private | $1.38B | $5M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Dad Enterprises Inc. Control | General Partner | Under 5% | 2013 |
| Denise Andrea D'Entremont Control | Chief Executive Officer/ Limited Partner | 50-75% | 2022 |
| Lisa Ann Sheeler Control | Chief Compliance Officer/ General Counsel | Under 5% | 2018 |
Rhumbline Advisers Ltd Partnership reports $12.3 million in regulatory assets under management on its Form ADV.
Rhumbline Advisers Ltd Partnership manages 24 private funds with combined gross assets of $17 billion.
Rhumbline Advisers Ltd Partnership reports 32 employees.
Rhumbline Advisers Ltd Partnership is based in Boston, MA and has been SEC-registered since 1992.
Rhumbline Advisers Ltd Partnership is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 265 Franklin Street, 21st Floor, Boston, MA 02110-3326 |
| Phone | 617-345-0434 |
| Fax | 617-345-0675 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $12.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $12.3M |