SourcingSourcing

RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC

C25
CRD 329·SEC 801-60335·SEATTLE, WA
AUM
$81.09B
$1B+
Est. Revenue
$810.9M
@ 1% on AUM
Est. EBITDA
$243.3M
@ 30% margin
Est. Deal Value
$1.95B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC
CRD
329
SEC file #
801-60335
EIN
000000000
DBA names
Russell Investments

Economics

AUM
$81.09B
AUM band
$1B+
AUM trajectory
'20'26
$117.64B → $81.09B▼ -31%
Client mix
Pooled Investment Vehicles38
Pension Profit Sharing Plans30
State Or Municipal Govt24
Charitable Organizations14
Other Investment Advisers10

Operations

Employees (total)
569
Advisory staff (per ADV)
115
Advisory staff (5-yr trend)
'20'26
65 advisors → 115 advisors▲ +77%
Primary office
SEATTLE WA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMFixed feesCommissionsPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/russell-investments(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RUSSELL INVESTMENTS US
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
RUSSELL INVESTMENTS US
ALVAREZ, CARLOS CID
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001582874
Edgar Registered
Yes
Edgar Filing Count
15
Edgar First Filing Date
2013-07-30
Edgar Last Filing Date
2025-08-22
Edgar Form D Count
13
Edgar Form D Offerings
2025-01-242025-01-24 · 0000929638-25-000288
2023-12-222023-12-22 · 0000902664-23-005999
Edgar Former Names
Russell Global Listed Infrastructure Fund
Russell Institutional Funds LLC - Russell Global Listed Infrastructure Fund

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
50
Bc Firm Active IA Count
0
Bc Firm IAR Count
50
Custodian Candidates
Full
State Street4
E*trade4
Northern Trust2
Bny Mellon2
Jpmorgan2
Edgar Addresses
Mailing
C/O RUSSELL INVESTMENTS FUNDS MGMT, LLC1301 SECOND AVENUE, 18TH FLOORSEATTLE, WA 98101
Business
C/O RUSSELL INVESTMENTS FUNDS MGMT, LLC1301 SECOND AVENUE, 18TH FLOORSEATTLE, WA 98101
Edgar EIN
000000000
Edgar Recent Filings
40-APP/A2025-08-22 · 0001193125-25-186022
40-APP/A2025-05-01 · 0001193125-25-107958
Fee Schedule
Bracket Viii76
Bracket Xi9
Bracket I7
Bracket Iii4
Bracket Ix3
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (55)

55
SIEGEL, DAVID ANDREW
IAR · Executive Officer · 2.5%
7440274
ALVAREZ, CARLOS CID
IAR · Executive Officer · 2.5%
5689384
LENZO, JASON ABRAM
IAR · Executive Officer · 2.5%
2972909
CURRAN, AMY, ELIZABETH
Executive Officer · 2.5%
4876594
EL-HILLOW, KATHERINE, ANNE
Executive Officer · 2.5%
4889284
OSTROVSKY, AARON ALEXANDER
Executive Officer · 2.5%
7851945
PALTROWITZ, MARK, DAVID
Executive Officer · 2.5%
2787627
SURLOFF, HOWARD, BRIAN
Executive Officer · 2.5%
7525747
QUINN ZIMMERMAN
IAR
4428621
JACQUELINE CHRISTINE PEDRAZA
IAR
4685507
RINO JOSEPH FAUSTINI
IAR
6314345
BRANDON MICHAEL RASMUSSEN
IAR
5279185
AUSTIN KAZUMI KISHI
IAR
5459697
Alyssa Rene Skrivan
IAR
6832572
Selen Erturk
IAR
8038042
Elizabeth Vaynblat
IAR
7993294
JEFFREY KENNETH SKOV
IAR
2649385
KELLY KEVIN MAINELLI
IAR
2437268
MATTHEW JASON BEARDSLEY
IAR
2557348
JASON ROBERT THOMPSON
IAR
2983029
JEREMY STEVEN FIELD
IAR
5953155
MATTHEW ROBERT STEADMAN
IAR
3084035
TIMOTHY ALLEN HOOVER
IAR
3099479
JOSHUA ARTHUR HOUCHIN
IAR
5880782
KEVIN Joseph MCMURTAGH
IAR
6895184
SCHNEIDER, LISA, ANN
IAR
2415999
GREGORY SEAN COFFEY
IAR
4614551
LUKAS DIESING
IAR
6483111
CHRISTOPHER ROBERT LANE
IAR
4461822
STACEY ANN BRO
IAR
2706684
Layne Virgin
IAR
7442631
JEFF DENIS NADEAU
IAR
3176419
KEVIN JOHN TURINSKY
IAR
2233461
BRETT RYAN SAUNDERS
IAR
5087514
ANDREW ALLEN PICKERING
IAR
6178187
MARC JASON HEWITT
IAR
5633192
KATHLEEN MARIE LUDWIG
IAR
4877250
TRAVIS JAMES BAGLEY
IAR
2677820
MICHAEL CHARLES AUGER
IAR
4129003
KAREN CHRISTINE PHENEGER
IAR
5722828
LISA ANN CAVALLARI
IAR
3188347
Richard James Palmer
IAR
7195986
CHERYL LYNN SMITH
IAR
3004107
NICHOLAS CHARLES ZYLKOWSKI
IAR
5638944
ERIK ROBERT ASHE
IAR
5071497
MIGUEL ANGEL HIDALGO
IAR
6188268
LEVERETT, HERSCHEL, VICTOR
IAR
2623408
BRENT ALAN ROMEY
IAR
5713968
BRIAN DEAN CAUSEY
IAR
4805558
JOSHUA DONALD GOODELL
IAR
6543465
Alexander James Blue
IAR
8100160
CHRISTOPHER MICHAEL PEIRCE
IAR
4820379
LAURA MARIE HILLS
IAR
5700524
SHELLY JEAN HEIER
IAR
4795455
MARSHALL DOUTRE JONES
IAR
2527452