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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Rubicon Advisors GP
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| CRD # | 174447 |
| SEC # | 801-109012 |
| CIK # | |
| AUM | $340.2 M (2025-03-26) |
| Employees | 18 (94% Investors, 44% Brokers) |
| Phone | 530-223-5357 |
| Address | 1640 East Cypress Redding, CA 96002 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,225 | 218.1 |
| (b) Individuals (high net worth individuals) | 53 | 122.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,015 | 340.2 |
| By Discretionary | ||
| Discretionary | 2,015 | 340.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,015 | 340.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 340.2 | |
| Total | 2,015 | 340.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Comprehensive Wealth Solutions LLC
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|
FL | 0.3 |
|
Farringdon Asset Management PTE Ltd
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|
0.3 | |
|
Old Slip Registered Investment Advisors LLC
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|
NY | 0.3 |
|
Mighty Oak Strong America Investment Company
✚
|
PA | 0.3 |
|
Cloverfields Capital Group LP
✚
|
MN | 0.3 |
|
Vermillion Wealth Management Inc
✚
|
MN | 0.3 |
|
Camden Wealth Advisors LLC
✚
|
TX | 0.3 |
|
Bernardi Asset Management LLC
✚
|
IL | 0.3 |
|
Colonial River Investments LLC
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|
VA | 0.3 |
|
Longview Asset Management LLC
✚
|
NM | 0.3 |