Rhumbline Advisers Ltd Partnership
● SEC registered since 1992CRD 107151SEC# 801-40535Boston, MA
Ranks #124 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$136.48B
Fund GAV
$19.69B
Private funds
24
Employees
32
Accounts
826
Location
Boston, MA
Rhumbline Advisers Ltd Partnership assets under management
Rhumbline Advisers Ltd Partnership is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 1992. It reports $136.5 billion in regulatory assets under management and employs 32 people. Rhumbline Advisers Ltd Partnership manages 24 private funds with combined gross assets of $19.7 billion, including Rhumbline S&p Index Pooled Trust. By regulatory assets, it ranks 124 of 6,004 private fund managers.
Rhumbline Advisers Ltd Partnership private funds
24 funds · $19.69B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Rhumbline S&p Index Pooled Trust | Other Private | $5.58B | $1M |
| Rhumbline Russell 1000 Pooled Index Trust | Other Private | $3.02B | $1M |
| Rhumbline Mid-Cap Index Fund Pooled Trust | Other Private | $1.39B | $1M |
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Join to unlock · $37/moRhumbline Advisers Ltd Partnership owners & executives
7 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Rhumbline Advisers Ltd Partnership manage?
Rhumbline Advisers Ltd Partnership reports $136.5 billion in regulatory assets under management on its Form ADV.
How many private funds does Rhumbline Advisers Ltd Partnership manage?
Rhumbline Advisers Ltd Partnership manages 24 private funds with combined gross assets of $19.7 billion.
How many employees does Rhumbline Advisers Ltd Partnership have?
Rhumbline Advisers Ltd Partnership reports 32 employees.
Where is Rhumbline Advisers Ltd Partnership located?
Rhumbline Advisers Ltd Partnership is based in Boston, MA and has been SEC-registered since 1992.
Does Rhumbline Advisers Ltd Partnership disclose fund performance?
Rhumbline Advisers Ltd Partnership is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$136.48B▲ 1107994%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
AUM vs fund managersTop 2%
Larger than 98% of 6,004 private-fund managers
Number of fundsTop 10%
More funds than 90% of fund managers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$136.48Bregulatory AUM
Discretionary $136.48B