Rubik Capital Inc
Firm details
- Headquarters
- ,
- CRD number
- 312376
- Website
- rubikcapital.com.br
- Custodians
- UBS BRAZIL
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds40%
- Cash & Cash Equivalents40%
- Investment Grade Corp Bonds10%
- Exchange Traded Equities7%
- Non-Investment Grade Corp Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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