RUBENSTEIN PARTNERS

RIASEC RegisteredEst. 2012
Total AUM
$379M
Discretionary
$379M
100% of AUM
Avg account
$31.6M
Accounts
12
Employees
43
Advisory reps
5

Firm details

Headquarters
PHILADELPHIA, Pennsylvania
CRD number
156988
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles86.57%
  • Other13.43%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Rubenstein Partners is organized as a limited partnership and operates as a real estate fund manager serving institutional clients. The firm is SEC-registered (since 2012) and focuses its advisory work on portfolio management for pooled investment vehicles rather than acting as a broad capital allocator. Filings indicate the ownership mix includes both domestic entities and individuals. Fee arrangements include AUM-based charges and performance-linked fees. Rubenstein Partners describes its role beyond adviser duties: it functions as sponsor, general partner and managing member of pooled vehicles and maintains relationships with professional service firms such as accountants, law firms and real estate brokers. The firm does not identify as an active ESG investor in its public disclosures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • JEFFREY KUSUMI

    Principal And Chief Compliance OfficerCRD 2090338

Contacts

3 of 4
  • ERIC SCHIELA

    Senior Managing PrincipalCRD 6028541

  • DAVID RUBENSTEIN

    FounderCRD 2065725

  • FRED HARMEYER

    Managing PrincipalCRD 1861474

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PHILADELPHIA, PA

PHILADELPHIA

Location

PHILADELPHIA, PA

Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
PHILADELPHIA
Address
2929 Arch St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth