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Rubicon Advisors, GP

● SEC registered since 2017CRD 174447SEC# 801-109012Redding, CA
Export (members)
Reg. AUM
$340.2M
Employees
18
Accounts
2,015
Location
Redding, CA

Rubicon Advisors, GP assets under management

Rubicon Advisors, GP is a registered investment adviser overseen by the SEC based in Redding, CA. The firm has been registered since 2017. It reports $340.2 million in regulatory assets under management and employs 18 people.
www.facebook.com/lplrubiconadvisors/?ref=page_internalView on SEC.gov ↗

Rubicon Advisors, GP owners & executives

2 reported
NameTitleOwnershipSince
Brian Bradley Russell ControlChief Financial And Technology Officer And Owner And Partner50-75%2015
Steven Paul Boero ControlChief Compliance Officer And Owner And Partner50-75%2015

Frequently asked questions

How much does Rubicon Advisors, GP manage?

Rubicon Advisors, GP reports $340.2 million in regulatory assets under management on its Form ADV.

How many employees does Rubicon Advisors, GP have?

Rubicon Advisors, GP reports 18 employees.

Where is Rubicon Advisors, GP located?

Rubicon Advisors, GP is based in Redding, CA and has been SEC-registered since 2017.

Does Rubicon Advisors, GP disclose fund performance?

Rubicon Advisors, GP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1640 East Cypress, Suite a, Redding, CA 96002
Phone530-223-5357
Fax707-205-4822
Office hours4-Aug
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$340.2M
Non-discretionary$0
Total (RAUM)$340.2M