RUBICON FOUNDERS, LLC
Firm details
- Headquarters
- NASHVILLE, Tennessee
- CRD number
- 315631
- Registered since
- September 14, 2021
- Website
- rubiconfounders.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
2 of 2Todd Nice
Chief Financial Officer & Chief Compliance OfficerCRD 7513997
Austin Smith
Chief Operating OfficerCRD 7419895
Contacts
1 of 1ADAM BOEHLER
FounderCRD 2935504
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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