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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Seattle, WA HQ: Seattle, WA

Russell Investments

$81.1B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($3.40B parsed USD across disclosed rows) across disclosed strategy exposure in Infrastructure, Buyout, Real Assets, Distressed / Special Situations, Private Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
25
5 Open Source Trails Below
Sum of Disclosed Rows
$3.40B
Total AUM: $81.1B
Median Disclosed Amount
$75.0M
Range: $15.0M – $387.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/25)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Russell Investments

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 25 total tracked records (+20 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Brookfield Global Transition Fund IIAdviser 7.B Vehicle Infrastructure 2025
$320.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
SV7 Impact Medicine Fund, L.P.Adviser 7.B Vehicle Buyout 2025
$320.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Ares Special Opportunities IIIAdviser 7.B Vehicle Distressed / Special Situations 2025
$286.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
EQT Private Equity Fund XIAdviser 7.B Vehicle Buyout 2024
$15.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
GIP Emerging Markets Fund IIAdviser 7.B Vehicle Infrastructure 2024
$286.7M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Russell Investments

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Russell Investments (OCIO / Wealth RIA, $81.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 13.0% vs. 12.2% Actual; $648.7M Unallocated Target Bandwidth). SEC Form ADV (801-60335, CRD #329) verified $81.09B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-14

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Russell Investments

576 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Russell Investments (24 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 10 Shared Vehicles

Doubleline Capital

OCIO / Wealth RIA Tampa, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BlackRock EM SMA II (2023 Vintage)
Russell Investments: $56.2M · SEC Form ADV 7.B
Doubleline Capital: $75.5M · SEC Form ADV 7.B

Additional shared vehicles: BlackRock Global Credit Opportunities II (2022 Vintage) · BlackRock Global Infrastructure Fund IV D, L.P. (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

Centersquare Investment Management

OCIO / Wealth RIA Conshohocken, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BlackRock Global Credit Opportunities II (2022 Vintage)
Russell Investments: $140.0M · SEC Form ADV 7.B
Centersquare Investment Management: $48.2M · SEC Form ADV 7.B

Additional shared vehicles: BlackRock EM SMA II (2023 Vintage) · BlackRock Global Infrastructure Fund IV D, L.P. (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Fiducient Advisors

OCIO / Wealth RIA Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BlackRock Global Infrastructure Fund IV D, L.P. (2022 Vintage)
Russell Investments: $82.8M · SEC Form ADV 7.B
Fiducient Advisors: $149.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: BlackRock Global Credit Opportunities II (2022 Vintage) · BlackRock Global Energy & Power Infrastructure Fund IV (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+573 Additional Institutional LPs Report Shared Vehicles with Russell Investments

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Russell Investments

You are viewing 5 open public preview records (out of 25 total tracked records for Russell Investments) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 25 tracked historical disclosure records (+20 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (576 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Russell Investments

Infrastructure LPs →Buyout LPs →Real Assets LPs →Distressed / Special Situations LPs →Private Equity LPs →

Frequently Asked Questions: Russell Investments

What type of institutional allocator is Russell Investments and what is their typical disclosed ticket size?

Russell Investments is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Seattle, WA; Headquarters: Seattle, WA). Across 25 historical disclosure records tracked on Prilago ($3.40B total parsed USD across disclosed rows), the median disclosed amount is $75.0M (range: $15.0M to $387.9M).

Which private-market strategies appear in Russell Investments's public disclosures?

Russell Investments has disclosed records across Infrastructure, Buyout, Real Assets, Distressed / Special Situations, Private Equity. Open preview records include Brookfield Global Transition Fund II (2025 Vintage), SV7 Impact Medicine Fund, L.P. (2025 Vintage), Ares Special Opportunities III (2025 Vintage), EQT Private Equity Fund XI (2024 Vintage).

How are Russell Investments's historical records substantiated and separated from active searches on Prilago?

Records for Russell Investments cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Russell Investments's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/russell-investments or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Russell Investments?

In Prilago's bilateral commitment graph, Russell Investments shares resolved underlying fund vehicles with 576 institutional LPs across 24 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Doubleline Capital (10 shared vehicles, e.g. BlackRock EM SMA II (2023 Vintage)), Centersquare Investment Management (10 shared vehicles, e.g. BlackRock Global Credit Opportunities II (2022 Vintage)), Fiducient Advisors (9 shared vehicles, e.g. BlackRock Global Infrastructure Fund IV D, L.P. (2022 Vintage)).

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