Russell Real Estate Advisors Inc (Seattle)


Russell Real Estate Advisors Inc is a large advisory firm based in Seattle. It manages $892.86 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Washington.

Russell Real Estate Advisors provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Russell Real Estate Advisors: assets under management

The assets under management (AUM) of Russell Real Estate Advisors Inc is $892.86 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $892.86 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $127.55 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Russell Real Estate Advisors Inc for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Russell Real Estate Advisors Inc

Rick Chase has been acting as President since 1 May 2012. Inc. Lseg Us Holdco joined the executive team most recently as the Owner.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Frank Russell Company Shareholder 1 Mar 1988 75% - 100% 105739
Michael John Phillips President/ceo of frank russell company 1 Mar 1993 Other 2416008
Karl John Ege Director, secretary, general counsel 1 May 1994 Other 2227753
Frank Russell Company Shareholder 1 Mar 1998 75% - 100% 105739
Thomas Frank Hanly Cfo of frank russell company 1 Oct 1999 Other 2633567
P Craig Ueland Director, coo of frank russell company 1 Nov 1999 Other 4186895
Harold Frederick Strong Director, ceo of russell real estate advisors inc 1 Nov 1999 Other 1007320
Bruce James Rohrbacher Director of compliance & internal audit 1 Nov 1999 Other 1433467
Karl Henry Smith President of russell real estate advisors inc 1 Nov 1999 Other 4349822
Linda Lee Gutmann Chief financial officer, treasurer, controller 1 Nov 1999 Other 1600583
Bruce A. Eidelson Director- real estate advisory 1 Nov 1999 Other 4350730
P Craig Ueland Director, president, coo of frank russell company 1 Jul 2003 Other 4186895
P Craig Ueland President, ceo of frank russell company 1 Feb 2004 Other 4186895
Bruce Hao Tao Controller 1 Feb 2004 Other 4303942
H Paul Reynolds Director 1 Feb 2004 Other 1741390
John David Griswold Director - global regulatory policy 1 Jun 2004 Other 2022655
Karl Henry Smith President & chief compliance officer 1 Oct 2004 Other 4349822
James Patrick Clarkson Treasurer 1 Jun 2005 Other 2497790
Karl John Ege Director and chief legal officer 1 Mar 2006 Other 2227753
Deedra S Walkey Secretary and us general counsel 1 Mar 2006 Other 5108807
Jonathan R Bailie Director 1 Nov 2007 Other 5447055
Paula Burgess Chief compliance officer 1 Nov 2007 Other 5397793
Francis Sean Ryan Chief financial officer and treasurer 1 Jun 2008 Other 4118746
Jack S Bryan Treasurer 1 Jul 2008 Other 4479367
Kenneth Wayne Willman Secretary and chief legal officer 1 Aug 2008 Other 2541709
Thomas Frank Hanly Director 1 Aug 2008 Other 2633567
Herschel Victor Leverett Director, president and chief executive officer 1 Nov 2008 Other 2623408
Jeffrey Eugene Ganung Director 1 Nov 2008 Other 2468264
Carol A. Broad Director 1 Nov 2008 Other 4350720
Anthony Stanton Dell Chief compliance officer 1 Jun 2009 Other 2699043
Matthew Charles Moss Chief financial officer 1 Jul 2010 Other 4499363
Derek Williams Director 1 Nov 2010 Other 5863011
Kristin Louise Gaerttner Chief compliance officer 1 Jul 2011 Other 2702134
Rick Chase Director 1 May 2012 Other 6070158
Edward Sam Garcia Director 1 Mar 2014 Other 6313056

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
The Northwestern Mutual Life Insurance Company Shareholder 1 Jan 1999 75% - 100% 39-0509570
The Northwestern Mutual Insurance Company Shareholder 1 Jan 1999 75% - 100% 39-0509570
The Northwestern Mutual Life Insurance Company Shareholder 1 Dec 2013 75% - 100% 39-0509570
Llc Nm Investment Holdings Owner 1 Dec 2013 75% - 100% 46-4011781
London Stock Exchange Group Plc Shareholder 1 Jun 2014 75% - 100% foreign entity
Inc. Lseg Us Holdco Owner 1 Dec 2014 75% - 100% 47-2095538

Based in Seattle

The principal office where Russell Real Estate Advisors Inc performs its advisory services is located at 1301 Second Avenue, 18 Th Floor, Seattle, WA 98101, which is also the mailing address of the firm. An additional office of the firm is in San Diego, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-505-7877 or by fax 206-505-1559. The normal business hours are 8:00 a.m. - 5:00 p.m. pst on Monday - Friday. You can find more information about the New York firm at russell.com/.