Russell Real Estate Advisors Inc (Seattle)

Name: Russell Real Estate Advisors Inc
Address: 1301 Second Avenue, 18 Th Floor, Seattle, WA, 98101
Telephone: 206-505-7877

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/.