RUSSELL INVESTMENTS CAPITAL, LLC

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UUID232df54d-824d-571c-81ac-80d75c3c4a8b

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:49

Updated2025-10-23 02:24:38

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	37550	37550	—	1.0
cik	0001843723	1843723	—	—
lei	5493009WLAHGU9ARJ940	5493009WLAHGU9ARJ940	—	—
sec_file_number	801-56576	801-56576	—	—

Profile

Websitehttps://russellinvestments.com

HQ CitySEATTLE

HQ StateWA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

RUSSELL INVESTMENTS adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)27,218,321,292.0
RAUM (discretionary)27,218,321,292.0
Actionable assets26,964,425,432.0
Accounts98.0

Institutional Clients

Government AUM0.0
Pension AUM6,492,180,203.0
Charitable AUM0.0
HNW AUM0.0

As of 2025-07-21 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
BOWEN, SCOTT, SPENCER	CHIEF FINANCIAL OFFICER	OFFICER	—	{"filing_id": "2013217", "owner_id": "2755021", "source": "adv_part1", "table": "Schedule_A_B"}
CURRAN, AMY, ELIZABETH	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2013217", "owner_id": "4876594", "source": "adv_part1", "table": "Schedule_A_B"}
EL-HILLOW, KATHERINE, ANNE	DIRECTOR	OFFICER	—	{"filing_id": "2013217", "owner_id": "4889284", "source": "adv_part1", "table": "Schedule_A_B"}
EMERALD ACQUISITION LIMITED	OWNER	OFFICER	—	{"filing_id": "2013217", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
LEVERETT, HERSCHEL, VICTOR	DIRECTOR; PRESIDENT	OFFICER	—	{"filing_id": "2013217", "owner_id": "2623408", "source": "adv_part1", "table": "Schedule_A_B"}
PALTROWITZ, MARK, DAVID	CHIEF RISK OFFICER	OFFICER	—	{"filing_id": "2013217", "owner_id": "2787627", "source": "adv_part1", "table": "Schedule_A_B"}
RUSSELL INVESTMENTS CAYMAN MIDCO, LTD	OWNER	OFFICER	—	{"filing_id": "2013217", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
RUSSELL INVESTMENTS GROUP, LTD.	OWNER	OFFICER	—	{"filing_id": "2013217", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
RUSSELL INVESTMENTS US INSTITUTIONAL HOLDCO, INC.	OWNER	OFFICER	—	{"filing_id": "2013217", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
SCHNEIDER, LISA, ANN	DIRECTOR	OFFICER	—	{"filing_id": "2013217", "owner_id": "2415999", "source": "adv_part1", "table": "Schedule_A_B"}
SURLOFF, HOWARD, BRIAN	CHIEF LEGAL OFFICER	OFFICER	—	{"filing_id": "2013217", "owner_id": "7525747", "source": "adv_part1", "table": "Schedule_A_B"}
TA XII-A EU AIV, L.P.	SHAREHOLDER	OFFICER	—	{"filing_id": "2013217", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:38 • csv
```
{
  "date_submitted": "09/05/2025 01:49:55 PM",
  "filing_id": "2013217",
  "reg_type": "IA"
}
```