Rubik Capital Inc

RIAState Registered
Total AUM
$32.8M
Discretionary
$32.8M
100% of AUM
Avg account
$2.3M
Accounts
14
Employees
15
Advisory reps
5

Firm details

Headquarters
,
CRD number
312376
Custodians
UBS BRAZIL
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Rubik Capital Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individual and family clients and provides portfolio management for individuals and small businesses on a fee basis tied to assets under management. It does not position itself as a capital allocator and is not identified as an active ESG investor. Filings show the firm also has roles as a sponsor, general partner, or managing member of pooled investment vehicles, indicating involvement with private pooled structures in addition to its advisory business.

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

Asset composition

Asset composition: US Government Bonds 40%, Cash & Cash Equivalents 40%, Investment Grade Corp Bonds 10%, Exchange Traded Equities 7%, Non-Investment Grade Corp Bonds 3%40%
  • US Government Bonds40%
  • Cash & Cash Equivalents40%
  • Investment Grade Corp Bonds10%
  • Exchange Traded Equities7%
  • Non-Investment Grade Corp Bonds3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth