Russell Investments
Stage
AcquiredTotal Raised
$90MInvestors Count
5Deal Terms
3Portfolio Exits
1Investments
4Funding, Valuation & Revenue
4 Fundings
Russell Investments has raised $90M over 4 rounds.
Russell Investments's latest funding round was a Private Equity for $90M on March 30, 2021.
Russell Investments's valuation in October 2015 was $1,150M.
Russell Investments's latest post-money valuation is from October 2015.
Sign up for a free demo to see Russell Investments's valuations in June 2014, August 1998 and more.
Date | Round | Amount | Investors | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Revenue | Sources |
|---|---|---|---|---|---|---|
3/30/2021 | Private Equity | $90M | 5 | |||
10/8/2015 | Acq - Fin | ▼$1,150M | ||||
6/26/2014 | Acquired - II | |||||
8/11/1998 | Acquired |
Date | 3/30/2021 | 10/8/2015 | 6/26/2014 | 8/11/1998 |
|---|---|---|---|---|
Round | Private Equity | Acq - Fin | Acquired - II | Acquired |
Amount | $90M | |||
Investors | ||||
Valuation | ▼$1,150M | |||
Revenue | ||||
Sources | 5 |
Russell Investments Deal Terms
3 Deal Terms
Russell Investments's deal structure is available for 3 funding rounds, including their Acq - Fin from October 08, 2015.
Round | Acq - Fin | Acquired - II | Acquired |
|---|---|---|---|
Funding Date | |||
Pre-Money Valuation | |||
Post-Money Valuation | |||
Amount Raised | |||
Shares Authorized | |||
Issuance Price | |||
Dividend Rate | |||
Liquidation Preferences | |||
Liquidation Price | |||
Participation | |||
Conversion Price | |||
Anti Dilution | |||
General Voting | |||
Board Voting | |||
Par Value |
Round | Funding Date | Pre-Money Valuation | Post-Money Valuation | Amount Raised | Shares Authorized | Issuance Price | Dividend Rate | Liquidation Preferences | Liquidation Price | Participation | Conversion Price | Anti Dilution | General Voting | Board Voting | Par Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Acq - Fin | |||||||||||||||
Acquired - II | |||||||||||||||
Acquired |
Russell Investments Investors
5 Investors
Russell Investments has 5 investors. Hamilton Lane invested in Russell Investments's Private Equity funding round.
First funding | Last Funding | Investor | Rounds | Board Seats | Type | Location |
|---|---|---|---|---|---|---|
3/30/2021 | 3/30/2021 | 1 Private Equity | Private Equity | Pennsylvania | ||
Private Equity | Massachusetts | |||||
Private Equity | New York | |||||
Corporation | United Kingdom | |||||
Asset/Investment Management | United Kingdom |
First funding | 3/30/2021 | ||||
|---|---|---|---|---|---|
Last Funding | 3/30/2021 | ||||
Investor | |||||
Rounds | 1 Private Equity | ||||
Board Seats | |||||
Type | Private Equity | Private Equity | Private Equity | Corporation | Asset/Investment Management |
Location | Pennsylvania | Massachusetts | New York | United Kingdom | United Kingdom |
Russell Investments Acquisitions
1 Acquisition
Russell Investments acquired 1 company. Their latest acquisition was Zurich Investment Management on January 29, 2026.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
1/29/2026 | Acquired Unit | 4 |
Date | 1/29/2026 |
|---|---|
Investment Stage | |
Companies | |
Valuation | |
Total Funding | |
Note | Acquired Unit |
Sources | 4 |
Russell Investments Investments
4 Investments
Russell Investments has made 4 investments. Their latest investment was in NextCapital as part of their Series C on December 28, 2017.
Russell Investments Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
|---|---|---|---|---|---|---|
12/28/2017 | Series C | NextCapital | $30M | No | AllianceBernstein, Manulife, Oak HC/FT, Route 66 Ventures, State Street, Transamerica Ventures, and Vermont Seed Capital Fund | 7 |
12/17/2015 | Series B | |||||
9/3/2014 | Series A | |||||
Other Investors |
Date | 12/28/2017 | 12/17/2015 | 9/3/2014 | |
|---|---|---|---|---|
Round | Series C | Series B | Series A | Other Investors |
Company | NextCapital | |||
Amount | $30M | |||
New? | No | |||
Co-Investors | AllianceBernstein, Manulife, Oak HC/FT, Route 66 Ventures, State Street, Transamerica Ventures, and Vermont Seed Capital Fund | |||
Sources | 7 |
Russell Investments Portfolio Exits
1 Portfolio Exit
Russell Investments has 1 portfolio exit. Their latest portfolio exit was NextCapital on March 29, 2022.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
|---|---|---|---|---|---|
3/29/2022 | Acquired | 9 |
Date | 3/29/2022 |
|---|---|
Exit | Acquired |
Companies | |
Valuation | |
Acquirer | |
Sources | 9 |
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