RUSSELL INVESTMENT MANAGEMENT, LLC

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UUID57b9742a-7d19-52a3-950b-f259b414e755

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:49

Updated2025-10-23 02:24:32

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	105734	105734	—	1.0
cik	0001415227	1415227	—	—
lei	549300ILB7PC7EKNWL37	549300ILB7PC7EKNWL37	—	—
sec_file_number	801-17141	801-17141	—	—

Profile

Websitehttps://x.com/russell_invest

HQ CitySEATTLE

HQ StateWA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

RUSSELL INVESTMENTS adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)62,376,876,918.0
RAUM (discretionary)62,209,597,907.0
Actionable assets53,266,859,061.0
Accounts69,312.0

Institutional Clients

Government AUM0.0
Pension AUM148,956,932.0
Charitable AUM33,730,312.0
HNW AUM487,882,502.0

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

People

Name	Title	Role	Email	Evidence
BARBACK, VERNON, RICHARD	DIRECTOR	OFFICER	—	{"filing_id": "2013229", "owner_id": "4347165", "source": "adv_part1", "table": "Schedule_A_B"}
BOWEN, SCOTT, SPENCER	CHIEF FINANCIAL OFFICER	OFFICER	—	{"filing_id": "2013229", "owner_id": "2755021", "source": "adv_part1", "table": "Schedule_A_B"}
CURRAN, AMY, ELIZABETH	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2013229", "owner_id": "4876594", "source": "adv_part1", "table": "Schedule_A_B"}
EL-HILLOW, KATHERINE, ANNE	DIRECTOR; PRESIDENT; CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2013229", "owner_id": "4889284", "source": "adv_part1", "table": "Schedule_A_B"}
EMERALD ACQUISITION LIMITED	OWNER	OFFICER	—	{"filing_id": "2013229", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
PALTROWITZ, MARK, DAVID	CHIEF RISK OFFICER	OFFICER	—	{"filing_id": "2013229", "owner_id": "2787627", "source": "adv_part1", "table": "Schedule_A_B"}
RUSSELL INVESTMENTS CAYMAN MIDCO, LTD	OWNER	OFFICER	—	{"filing_id": "2013229", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
RUSSELL INVESTMENTS GROUP, LTD.	OWNER	OFFICER	—	{"filing_id": "2013229", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
RUSSELL INVESTMENTS US RETAIL HOLDCO, INC.	OWNER	OFFICER	—	{"filing_id": "2013229", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
SURLOFF, HOWARD, BRIAN	DIRECTOR	OFFICER	—	{"filing_id": "2013229", "owner_id": "7525747", "source": "adv_part1", "table": "Schedule_A_B"}
TA XII-A EU AIV, L.P.	SHAREHOLDER	OFFICER	—	{"filing_id": "2013229", "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 02:24:32 • csv
```
{
  "date_submitted": "09/05/2025 02:03:49 PM",
  "filing_id": "2013229",
  "reg_type": "IA"
}
```