Rhumbline Advisers is an SEC registered investment adviser organized as a limited partnership with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 13, 2026, reports $136.5B in regulatory assets under management, 32 employees, and 826 accounts.
Assets Under Management
$136.5B
Employees
32
Offices
--
Total Clients
399
Primary office
BOSTON, MA
265 FRANKLIN STREET, 21ST FLOOR, BOSTON, MA, United States
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentCharitable represent 37.3% of total clients.
Top client categories% of clientsClients
1
Charitable
37.3%
149
2
Government
31.1%
124
3
Pension Plans
13.0%
52
4
Corporations
7.0%
28
5
Pooled Investment Vehicles
6.0%
24
Categories with <5 clients
Insurance companies<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$136.5Bas of March 13, 2026
Discretionary100.0%
$136.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$136.5B
Total Accounts826
10Y AUM Change+$95.3B (+231.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees32
Clients per Employee12:1
10Y Employee Change+12 (+60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.