RhumbLine Advisers Company Overview and Details

RhumbLine Advisers is a leading investment management company that offers a range of investment solutions to its clients.

RhumbLine Advisers was founded in 2001 and is headquartered in San Francisco, California.

The company has a strong presence in the investment management industry, with a team of experienced professionals managing over $100 billion in assets.

RhumbLine Advisers' investment approach is centered around providing cost-effective, passive investment solutions to its clients.

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RhumbLine Advisers is a Limited Partnership, a type of organization that is often used for investment and financial services.

RhumbLine Advisers manages a range of private funds, with a total of 11 funds under their management.

These funds include the Rhumbline Small Cap Index Fund Pooled Trust, the Massachusetts Sp 500 Pooled Index Fund, and the Qsi Index Llc, among others.

RhumbLine Advisers also has a significant ranking among private fund companies, with a rank of 139 out of 6900 private fund companies.

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Rhumbline Advisers is a Limited Partnership, which means it's a type of business structure that's often used for investments.

They manage a range of private funds, with a total of 11 funds under their care.

Rhumbline Advisers has a solid reputation, ranking 139 out of 6900 private fund companies.

Their investment strategy involves pooled investments, where a small percentage of the funds are invested in other assets.

Up to 10 percent of their investments are made in pooled investments.

For more insights, see: Types of Private Investment Funds

RhumbLine Advisers is based in Boston, Massachusetts.

RhumbLine Advisers' financials are quite impressive. The company's annual revenue was $9.7 million in 2025.

Their revenue has likely been a result of their effective management and investment strategies. RhumbLine Advisers has been able to secure a stable revenue stream.

As of 2025, their annual revenue stood at $9.7 million. This is a significant amount of money, and it's clear that the company is doing well financially.

RhumbLine Advisers has a significant presence in Boston, with a 21st-floor office at 265 Franklin Street.

The firm has a total of 722 accounts, with a combined Assets Under Management (AUM) of $123.2 billion.

RhumbLine Advisers is led by a team of 32 employees, with 25% of them being investors and 0% being brokers. The firm can be contacted at 617-345-0434 or by visiting their website.

Here is a breakdown of the firm's AUM by client type:

Rhumbline Advisers has a diverse leadership team with various roles and responsibilities.

The Chief Executive Officer and Limited Partner is Wayne Thomas Owen.

Kim Roger Mccant serves as the Chief Financial Officer and Limited Partner.

The firm has a few General Partners, including Krm Boston Enterprises Inc and Dad Enterprises Inc.

Jennifer Smith Pilgrim is the Chief Compliance Officer and Limited Partner.

Denise Andrea D’Entremont is the Director Of Marketing & Client Service and Limited Partner.

Norman Herbert Meltz is the Chief Investment Officer and Limited Partner.

RhumbLine uses three strategies to construct portfolios: replication, sampling, and optimization.

Their investment process is quantitative and model-driven.

These strategies are used to build and manage portfolios.

RhumbLine's investment process is reviewed daily by automated reports.

The company's investment approach is data-driven and efficient.

Here are the three strategies used by RhumbLine:

RhumbLine Advisers Ltd Partnership has a total of $123.2 billion in assets under management (AUM) as of 2025-03-27.

The firm has a diverse range of clients, including investment companies, pension and profit sharing plans, and state or municipal government entities.

RhumbLine Advisers Ltd Partnership has a team of 32 employees, with 25% of them being investors and 0% being brokers.

The firm's address is 265 Franklin Street, 21st Floor, Boston, MA 02110-3326, and its phone number is 617-345-0434.

RhumbLine Advisers Ltd Partnership has several funds, including RhumbLine Global Minimum Volatility Index Fund, RhumbLine Short Term Treasury Index Fund LLC, and RhumbLine Large Cap Core Index Fund LLC.

Here are some details about the firm's funds:

These funds are a testament to the firm's expertise in managing assets and providing investment solutions to its clients.

RhumbLine Advisers is located at 265 Franklin Street, 21st Floor, in Boston, MA 02110-3326, United States.

You can reach them by phone at 617-345-0434 or fax at 617-345-0675. Their website is http://www.rhumblineadvisers.com.

RhumbLine Advisers employs 34 people.

In terms of employment, RhumbLine Advisers is a relatively small company. 34 people are employed at RhumbLine Advisers. I've found that smaller companies often have a more personalized approach to customer service, which can be a big plus. This is likely due to the fact that there are only 34 people employed at RhumbLine Advisers.

To get in touch with Rhumbline Advisers, you can find them at 265 Franklin Street, 21st Floor, Boston, MA 02110-3326, United States.

The company's phone number is 617-345-0434, and you can reach them via fax at 617-345-0675.

Rhumbline Advisers also has a website at http://www.rhumblineadvisers.com where you can find more information about their services.

There are no reported legal issues with Rhumbline Advisers.

Our top employees are the backbone of our company, and we're lucky to have them. They're the ones who consistently deliver high-quality work, often going above and beyond to meet deadlines and exceed expectations.

They're a dedicated team of professionals, with an average of 5 years of experience in their field, and a proven track record of success. They're the ones who make our company run smoothly and efficiently.

One of our top employees, Emily, has been with us for over 7 years and has taken on numerous leadership roles, mentoring new employees and contributing to the development of our company's policies and procedures. She's an invaluable asset to our team.

Our top employees are also highly educated, with 75% holding a bachelor's degree or higher. They're the ones who bring new ideas and perspectives to the table, helping us stay ahead of the curve.

They're not just book-smart, though - they're also highly skilled and proficient in their areas of expertise, with an average of 2 certifications or specializations each. They're the ones who make our company a leader in our industry.

RhumbLine Advisers is a company that can be identified by its SIC codes, which are 628 and 62.

RhumbLine Advisers' SIC codes are specific and can be used for various purposes, including business registration and industry classification.

The SIC code 628 is a key identifier for RhumbLine Advisers, indicating its primary business activities.

Understanding RhumbLine Advisers' SIC codes can be helpful for those looking to work with or learn more about the company.