Massachusetts S&p 500 Pooled Index Fund
Other Private FundFund ID 805-8498837455Massachusetts, United States
Gross assets
$1.21B
Min. investment
$1M
Beneficial owners
12
Size rank
Top 6%
Audited
Yes
Structure
Standalone
About this fund
Massachusetts S&p 500 Pooled Index Fund is a other private fund managed by Rhumbline Advisers Ltd Partnership. The fund reports $1.2 billion in gross assets, placing it among the top 6% of private funds by size. The stated minimum investment is $1 million. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.
Fund details
| Fund ID | 805-8498837455 |
| Fund type | Other Private Fund — PRIVATE FUND FOR QUALIFIED INVESTORS |
| 3(c)(1) exclusion | Yes |
| 3(c)(7) exclusion | No |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | No |
| Relies on exemption from registration | Yes |
| Annual audit | Yes |
| Prepared per GAAP | Yes |
| Sub-advised | No |
| Sales limited to qualified investors | Yes |
| % of assets independently valued | 100% |
Other funds from this manager
| Fund | Type | Gross assets |
|---|---|---|
| Rhumbline S&p Index Pooled Trust | Other Private | $5.58B |
| Rhumbline Russell 1000 Pooled Index Trust | Other Private | $3.02B |
| Rhumbline Mid-Cap Index Fund Pooled Trust | Other Private | $1.39B |
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Join to unlock · $37/moFrequently asked questions
How large is Massachusetts S&p 500 Pooled Index Fund?
Massachusetts S&p 500 Pooled Index Fund reports $1.2 billion in gross assets, among the top 6% of private funds by size.
What is the minimum investment for Massachusetts S&p 500 Pooled Index Fund?
The stated minimum investment is $1 million.
Who manages Massachusetts S&p 500 Pooled Index Fund?
Massachusetts S&p 500 Pooled Index Fund is managed by Rhumbline Advisers Ltd Partnership.
Does Massachusetts S&p 500 Pooled Index Fund disclose returns?
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.
Manager
R
Boston, MA
Service providers
Reported gross assets
$1.21B▲ 16%
Mar '25Form ADV, monthlyJun '26
How this fund compares
Gross assetsTop 6%
Larger than 94% of 67,041 private funds
Gross assets vs Other Private FundsTop 5%
Larger than 95% of 8,892 other private funds
Minimum investmentTop 33%
Higher than 67% of funds reporting a minimum
Investor base
Adviser & related persons%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.