RUBIK CAPITAL INC
Firm details
- Headquarters
- MIAMI, Florida
- 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 a privately held corporation that provides discretionary portfolio management primarily for individuals, families and small businesses. The firm is owned by an individual and charges clients a percentage-of-AUM fee. Its stated advisory activity centers on managing portfolios rather than pension consulting or broad institutional mandates. Rubik Capital is not an active ESG investor and is not registered as a multi-state adviser. The firm also acts in sponsor/general partner/managing member roles for pooled investment vehicles, indicating it both invests through and runs externally managed pooled structures.
Assets & Accounts
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
- US Government Bonds40%
- Cash & Cash Equivalents40%
- Investment Grade Corp Bonds10%
- Exchange Traded Equities7%
- Non-Investment Grade Corp Bonds3%
Owners & executives
1 of 1Julio Cesar De Melo Rodrigues
Partner, CIOCRD 7863056
Contacts
3 of 4Cassio Zeni
Co-FounderCRD 7861514
Gregorio Schmidt
PartnerCRD 7863063
Breno Filgueiras
Partner, Head of OperationsCRD 7863060
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 100 SE 2nd St
- Time zone
- ET (UTC-5)
- Office locations
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