Rhumbline Mid-Cap Index Fund Pooled Trust
Other Private FundFund ID 805-1747615029Massachusetts, United States
Gross assets
$1.39B
Min. investment
$1M
Beneficial owners
40
Size rank
Top 5%
Audited
Yes
Structure
Standalone
About this fund
Rhumbline Mid-Cap Index Fund Pooled Trust is a other private fund managed by Rhumbline Advisers Ltd Partnership. The fund reports $1.4 billion in gross assets, placing it among the top 5% 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 | 805-1747615029 |
| 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 Core Bond Pooled Index Trust | Other Private | $1.38B |
| Massachusetts S&p 500 Pooled Index Fund | Other Private | $1.21B |
| Rhumbline Large Cap Growth Pooled Index Trust | Other Private | $1.08B |
| Rhumbline Russell 1000 Value Index Pooled Trust | Other Private | $984.2M |
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Join to unlock · $37/moFrequently asked questions
How large is Rhumbline Mid-Cap Index Fund Pooled Trust?
Rhumbline Mid-Cap Index Fund Pooled Trust reports $1.4 billion in gross assets, among the top 5% of private funds by size.
What is the minimum investment for Rhumbline Mid-Cap Index Fund Pooled Trust?
The stated minimum investment is $1 million.
Who manages Rhumbline Mid-Cap Index Fund Pooled Trust?
Rhumbline Mid-Cap Index Fund Pooled Trust is managed by Rhumbline Advisers Ltd Partnership.
Does Rhumbline Mid-Cap Index Fund Pooled Trust disclose returns?
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.
Manager
Boston, MA
Service providers
Reported gross assets
$1.39B▲ 1%
Mar '25Form ADV, monthlyAug '26
How this fund compares
Gross assetsTop 5%
Larger than 95% of 67,603 private funds
Gross assets vs Other Private FundsTop 4%
Larger than 96% of 8,940 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.