|
⚲
|
| Rubicon Advisors GP
✚
| |
|---|---|
| CRD # | 174447 |
| SEC # | 801-109012 |
| CIK # | |
| AUM | $293.8 MM (2024-03-29) |
| Employees | 17 (94% Investors, 41% Brokers) |
| Phone | 530-223-5357 |
| Address | 1640 East Cypress Redding, CA 96002 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,499 | 181.3 |
| (b) Individuals (high net worth individuals) | 56 | 101.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 6.2 |
| (h) Charitable organizations | 0 | 3.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,752 | 293.8 |
| By Discretionary | ||
| Discretionary | 1,752 | 293.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,752 | 293.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 293.8 | |
| Total | 1,752 | 293.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Biddle Capital Management Inc
✚
|
DE | 0.3 |
|
Logic Capital Management LLC
✚
|
TX | 0.3 |
|
Clarity Capital Advisors LLC
✚
|
FL | 0.3 |
|
Tradewinds LLC
✚
|
NC | 0.3 |
|
Power Wealth Management LLC
✚
|
GA | 0.3 |
|
FSB Premier Wealth Management Inc
✚
|
IA | 0.3 |
|
Point Bridge Capital LLC
✚
|
TX | 0.3 |
|
River Capital Advisors LC
✚
|
FL | 0.3 |
|
Income Focus Portfolio Management LLC
✚
|
WY | 0.3 |
|
Pure Portfolios Holdings LLC
✚
|
OR | 0.3 |