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RHUMBLINE ADVISERS LTD PARTNERSHIP, CRD 107151
BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| RHUMBLINE S&P INDEX POOLED TRUST | Other Private Fund | $4.0B | Mar 28, 2024 | 38 | Nov 28, 2014 | reported | 021-999999 |
| RHUMBLINE RUSSELL 1000 POOLED INDEX TRUST | Other Private Fund | $2.4B | Mar 28, 2024 | 13 | Nov 28, 2014 | reported | 021-999999 |
| RHUMBLINE CORE BOND POOLED INDEX TRUST | Other Private Fund | $1.3B | Mar 28, 2024 | 20 | Nov 28, 2014 | reported | 021-75630 |
| RHUMBLINE QSI INDEX, LLC | Other Private Fund | $1.2B | Mar 28, 2024 | 24 | Mar 27, 2012 | reported | 021-161219 |
| RHUMBLINE MID-CAP INDEX FUND POOLED TRUST | Other Private Fund | $1.1B | Mar 28, 2024 | 37 | Nov 28, 2014 | reported | 021-9999999 |
| RHUMBLINE LARGE CAP GROWTH POOLED INDEX TRUST | Other Private Fund | $1.0B | Mar 28, 2024 | 26 | Nov 28, 2014 | reported | 021-999999 |
| MASSACHUSETTS S&P 500 POOLED INDEX FUND | Other Private Fund | $835M | Mar 28, 2024 | 14 | Nov 28, 2014 | reported | 021-9999999999 |
| RHUMBLINE RUSSELL 1000 VALUE INDEX POOLED TRUST | Other Private Fund | $789M | Mar 28, 2024 | 22 | Nov 28, 2014 | reported | 021-9999999 |
| RHUMBLINE LOW CARBON INDEX FUND LLC | Other Private Fund | $661M | Mar 28, 2024 | 2 | Mar 30, 2021 | reported | 021-343237 |
| RHUMBLINE INTERNATIONAL POOLED INDEX TRUST | Other Private Fund | $473M | Mar 28, 2024 | 18 | Mar 18, 2015 | reported | 021-225756 |
| RHUMBLINE SMALL-CAP INDEX FUND POOLED TRUST | Other Private Fund | $361M | Mar 28, 2024 | 27 | Nov 28, 2014 | reported | 021-999999 |
| RHUMBLINE LARGE CAP CORE INDEX FUND LLC | Other Private Fund | $274M | Mar 28, 2024 | 11 | Mar 30, 2022 | reported | 021-161219 |
| RHUMBLINE TIPS TRUST | Other Private Fund | $248M | Mar 28, 2024 | 6 | Mar 21, 2019 | reported | 021-339304 |
| RHUMBLINE GLOBAL MINIMUM VOLATILITY INDEX FUND | Other Private Fund | $159M | Mar 28, 2024 | 1 | Mar 7, 2023 | reported | 021-438894 |
| RHUMBLINE SHORT TERM TREASURY INDEX FUND LLC | Other Private Fund | $83.2M | Mar 28, 2024 | 1 | Mar 7, 2023 | reported | 021-475973 |
| RHUMBLINE REIT INDEX FUND LLC | Other Private Fund | $69.4M | Mar 28, 2024 | 17 | Mar 26, 2020 | reported | 021-343237 |
| RHUMBLINE EQUAL WEIGHTED LARGE CAP TRUST | Other Private Fund | $48.7M | Mar 28, 2024 | 3 | Nov 28, 2014 | reported | 021-9999999 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| D'ENTREMONT, DENISE, ANDREA | CHIEF EXECUTIVE OFFICER/ LIMITED PARTNER | D | yes | 04/2022 | Nov 29, 2011 | Mar 28, 2024 |
| D'ENTREMONT, DENISE, ANDREA | Shareholder | F | yes | 01/2013 | Nov 29, 2011 | Mar 28, 2024 |
| DAD ENTERPRISES INC. | GENERAL PARTNER | Na | yes | 01/2013 | Mar 27, 2013 | Mar 28, 2024 |
| SHEELER, LISA, ANN | CHIEF COMPLIANCE OFFICER/ GENERAL COUNSEL | Na | yes | 07/2018 | Jul 24, 2018 | Mar 28, 2024 |
| GIGLIOTTI, SALLY, CHHUN HUA | CHIEF FINANCIAL OFFICER | Na | no | 08/2023 | Jan 4, 2024 | Mar 28, 2024 |
| RHUMBLINE INCENTIVE LLC | LIMITED PARTNER | C | no | 12/2021 | Mar 30, 2022 | Mar 28, 2024 |
| RYER, ALEXANDER, DAMOND | Shareholder | C | no | 09/2021 | Mar 7, 2023 | Mar 28, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 13, 2026 | $136B | $136B | 32 | 9 | 0 | 24 | n/a |
| 2024 | Mar 27, 2025 | $123B | $123B | 32 | 8 | 0 | 24 | n/a |
| 2023 | Mar 28, 2024 | $108B | $108B | 30 | 7 | 0 | 17 | $15B |
| 2022 | Mar 7, 2023 | $88B | $88B | 24 | 7 | 0 | 17 | $13B |
| 2021 | Mar 30, 2022 | $96B | $96B | 24 | 7 | 0 | 15 | $14B |
| 2020 | Mar 30, 2021 | $84B | $84B | 23 | 7 | 0 | 14 | $12B |
| 2019 | Mar 26, 2020 | $67B | $67B | 22 | 6 | 0 | 13 | $9.4B |
| 2018 | Mar 21, 2019 | $50B | $50B | 22 | 6 | 0 | 12 | $7.3B |
| 2017 | Mar 26, 2018 | $54B | $54B | 20 | 5 | 0 | 11 | $8.4B |
| 2016 | Mar 23, 2017 | $41B | $41B | 20 | 7 | n/a | 11 | $7.0B |
| 2015 | Mar 3, 2016 | $32B | $32B | 19 | 6 | n/a | 11 | $6.1B |
| 2014 | Mar 18, 2015 | $35B | $35B | 18 | 6 | n/a | 11 | $6.1B |
| 2013 | Mar 7, 2014 | $35B | $35B | 17 | 6 | n/a | 1 | $909M |
| 2012 | Mar 27, 2013 | $29B | $29B | 17 | 6 | n/a | 1 | $695M |
| 2011 | Mar 27, 2012 | $25B | $25B | n/a | n/a | n/a | 1 | $457M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $136B | $123B | 10.8% | $88B | 15.7% | 32 | 32 | 0 | 0 |