Updated:
Rhumbline Advisers
RhumbLine Advisers is a Boston-based investment firm specializing in managing index-based strategies for institutional investors. Its strategies include pure...
Rhumbline Advisers
RhumbLine Advisers is a Boston-based investment firm specializing in managing index-based strategies for institutional investors. Its strategies include pure index tracking as well as enhanced, alternative and customized products. The firm is 100% employee-owned and majority women-owned.
General information
Firm type
Asset Manager
Year founded
1990
AUM
$25 Billion (per public filings and industry reports, 2025)
Location
Region
North America
Country
United States
City
Boston
Corporate office
Boston, MA, United States
Principals
Kurt Eichsteadt
Chief Investment Officer
William H. Cunningham
President
Sector focus
Frequently asked questions
What investment approach does Rhumbline Advisers use?
Rhumbline Advisers employs quantitative, model-driven strategies across equity and fixed-income asset classes. The firm focuses on factor-based investing, risk parity, and systematic portfolio construction, avoiding discretionary fundamental stock picking.
How does Rhumbline Advisers source its investment ideas?
Investment ideas are generated through internal quantitative research, including factor modeling and risk analysis. The firm does not rely on external deal flow or proprietary sourcing networks typical of private equity managers.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: