RUBICON ASSET MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
300604
Registered since
March 1, 2019

Firm profile

FINTRX

Overview

Rubicon Asset Management LLC is an SEC-registered adviser (since 2019) structured as a limited liability company and owned by an individual. The firm’s public footprint centers on acting as sponsor, general partner and managing member of pooled investment vehicles rather than operating a retail advisory business. Its reporting shows a single private hedge fund as the primary vehicle, suggesting the firm focuses on managing a concentrated alternative strategy for a limited group of investors. Rubicon is not listed as an active ESG investor, is not registered as a multi-state adviser, and does not identify itself as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Erez Aviezer

    MemberCRD 7077294

  • Chen Rivlin

    Portfolio ManagerCRD 7077298

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1345 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth