Hedge fund profile

Total Return Fund (quarterly) Ltd.

Total Return Fund (quarterly) Ltd. is reported as a hedge fund in Form ADV private-fund disclosures. The adviser is Russell Investments, based in Seattle, Washington, United States.

$115.3Mgross assets
$100Kminimum
12owners
3(c)(7)exemption

Disclosure fields

Fund facts

SEC private fund ID805-6923759258
Reference ID17131
JurisdictionCayman Islands
Fund of fundsYes
Master fundNo
Feeder fundNo
Non-US ownership1%
Assets valued100%
Annual auditYes
GAAPYes
Source periodMarch 2026
Date submitted03/31/2026 03:57:59 PM

Adviser

Russell Investments

TypeRegistered investment adviser
SEC number801-56576
CRD37550
Regulatory AUM$35.0B

Compliance signals

Exempt from registration Sales limitation not marked No prime broker flag Custodians reported

Service providers

Reported counterparties

General partners

Directors: James Firn, Victor Leverett, Allen Bernardo

Auditors

PRICEWATERHOUSECOOPERS LLP

Custodians

STATE STREET

Administrators

INTERNATIONAL FUND SERVICES (NA), LLC

Same adviser

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