SourcingSourcing

RHUMBLINE ADVISERS LTD PARTNERSHIP

C22
CRD 107151·SEC 801-40535·BOSTON, MA
AUM
$136.48B
$1B+
Est. Revenue
$1.36B
@ 1% on AUM
Est. EBITDA
$409.4M
@ 30% margin
Est. Deal Value
$3.28B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RHUMBLINE ADVISERS LTD PARTNERSHIP
CRD
107151
SEC file #
801-40535
EIN
—
DBA names
Rhumbline Advisers

Economics

AUM
$136.48B
AUM band
$1B+
AUM trajectory
'20'26
$50.35B → $136.48B▲ +171%
Client mix
Charitable Organizations149
State Or Municipal Govt124
Pension Profit Sharing Plans52
Corporations28
Pooled Investment Vehicles24

Operations

Employees (total)
32
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
6 advisors → 9 advisors▲ +50%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
rhumbline.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
D'ENTREMONT, DENISE, ANDREA
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
D'ENTREMONT, DENISE, ANDREA
RHUMBLINE INCENTIVE LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RHUMBLINE.COM
Rdap Domain Creation Date
2000-02-23T15:09:43Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
234,688
Form 5500 Compensation Trajectory 3y
2025234,688
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
234,688
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (15)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street172
E*trade4
Northern Trust2
Bny Mellon2
Fee Schedule
Bracket I97
Bracket Iii3
Bracket Ii0
Bracket Iv0
Bracket V0
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-23T15:09:43Z
Rdap Domain Last Changed
2026-02-24T17:19:25Z
Rdap Nameservers
Mike.ns.cloudflare.comParis.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2379235
Trust Company Affiliate
No

People (3)

3
D'ENTREMONT, DENISE, ANDREA
Direct Owner · 62.5%
2379235
SHEELER, LISA, ANN
Executive Officer · 2.5%
6993925
GIGLIOTTI, SALLY, CHHUN HUA
Executive Officer · 2.5%
7852936