Asset manager · Boston, MA
Rhumbline Advisers
Rhumbline Advisers LTD Partnership · SEC-registered investment adviser · CRD 107151 · SEC 801-40535
At a glance
Rhumbline Advisers is an SEC-registered investment adviser based in Boston, Massachusetts, with $136.5 billion in regulatory assets under management as of its Form ADV filed March 13, 2026. Its largest client group by assets is state or municipal government entities. By Form ADV it is a asset manager, ranked 108th of 3,218 asset managers and 206th of 17,210 SEC-registered advisers by assets.
Main office 617-345-0434rhumbline.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $136B
- Rank among asset managers
- #108 of 3,218
- Rank among all SEC RIAs
- #206 of 17,210
- Rank in Massachusetts
- #19 of 627
- Clients
- 399
- Accounts
- 826
- Discretionary
- 100% of AUM
- Employees
- 32
- Advisory staff
- 9
- Offices
- 1
Owners and executives on its Form ADV
- Denise A. D'entremontChief Executive Officer/ Limited Partner
- Lisa A. SheelerChief Compliance Officer/ General Counsel
- Sally C. GigliottiChief Financial Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| State or municipal government entities | 124 | $78B | 57% |
| Pooled investment vehicles | 24 | $20B | 14% |
| Corporations or other businesses | 28 | $11B | 8% |
| Pension and profit sharing plans | 52 | $11B | 8% |
| Charitable organizations | 149 | $8.5B | 6% |
| Other investment advisers | 3 | $5.2B | 4% |
| Other | 14 | $2.0B | 1% |
| Investment companies | 3 | $823M | <1% |
| Insurance companies | 2 | $21M | <1% |
Private funds
Rhumbline Advisers reports 24 private funds with $20B in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Rhumbline Advisers reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗rhumbline.com ↗
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The full record on Rhumbline Advisers
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 179 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Rhumbline Advisers manage?
Rhumbline Advisers reports $136.5 billion in regulatory assets under management across 826 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 13, 2026.
What kind of firm is Rhumbline Advisers?
Rhumbline Advisers is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Rhumbline Advisers’s clients?
By assets, its largest client types are state or municipal government entities ($78.3 billion, 124 clients); pooled investment vehicles ($19.7 billion, 24 clients); corporations or other businesses ($11.3 billion, 28 clients).
Does Rhumbline Advisers manage private funds?
Yes. It reports 24 private funds with $19.7 billion in gross assets, including other private funds.
Does Rhumbline Advisers have any disciplinary history?
Rhumbline Advisers reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Rhumbline Advisers’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-13), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →