RUBICON FOUNDERS, LLC

RIASEC RegisteredEst. 2021
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$151M
Accounts
15
Employees
54
Advisory reps
3

Firm details

Headquarters
NASHVILLE, Tennessee
CRD number
315631
Registered since
September 14, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.86%
  • HNWI0.14%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Rubicon Founders, LLC is organized as an LLC and registered with the SEC in 2021. The firm operates primarily as a private equity manager and sponsor, managing pooled vehicles while also providing portfolio management for individuals, small businesses and pooled investment vehicles. Its client base includes both high-net-worth families/individuals and institutional investors. Compensation mixes a percentage-of-assets approach with performance-based fees, consistent with active private fund management and GP sponsorship roles. Rubicon does not characterize itself as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

2 of 2
  • Todd Nice

    Chief Financial Officer & Chief Compliance OfficerCRD 7513997

  • Austin Smith

    Chief Operating OfficerCRD 7419895

Contacts

1 of 1
  • ADAM BOEHLER

    FounderCRD 2935504

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NASHVILLE, TN

DAVIDSON

Location

NASHVILLE, TN

Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
DAVIDSON
Address
1316 Adams St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth