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Rubin Overseas Ltd
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CRD # | 169309 |
SEC # | 801-78986 |
CIK # | |
AUM | $74.1 MM (2023-03-22) |
Employees | 6 (67% Investors, 0% Brokers) |
Phone | 01141586805919 |
Address | Pelikanstrasse 18 Zurich, Switzerland |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 12 | 74.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 12 | 74.1 |
By Discretionary | ||
Discretionary | 12 | 74.1 |
Non-Discretionary | 0 | 0.0 |
Total | 12 | 74.1 |
By Non-United States Persons | ||
Non-United States Persons | 2.4 | |
United States Persons | 71.7 | |
Total | 12 | 74.1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Lyon Capital Management LLC
✚
|
NY | 0.1 |
CK Advisors LLC
✚
|
NY | 0.1 |
TC Advisors Ltd
✚
|
KS | 0.1 |
Pinetree Advisors Corp
✚
|
FL | 0.1 |
Wealthyx LLC
✚
|
TX | 0.1 |
Pacifica Partners Capital Management Inc
✚
|
0.1 | |
Silveroak Investments LLC
✚
|
NV | 0.1 |
Turner Capital Investments LLC
✚
|
TX | 0.1 |
Precise Investment Management Inc
✚
|
IL | 0.1 |
Core Alpha Inc
✚
|
NY | 0.1 |