RUBIN OVERSEAS LTD.
Firm details
- Headquarters
- ZURICH,
- CRD number
- 169309
- Registered since
- January 13, 2014
- Custodians
- UBS FINANCIAL SERVICES INC., BANK JULIUS BAER, BANQUE PICTET & CIE SA
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Rubin Overseas Ltd. is a corporation that has been registered with the SEC since 2014. The firm primarily focuses on portfolio management for individual clients and small businesses, catering to a clientele that includes both individuals and families. Rubin Overseas Ltd. operates under a fee structure based on a percentage of assets under management (AUM). The firm does not engage in ESG investing and is not classified as a multi-state adviser. It does not act as a capital allocator or pension consultant, nor does it have affiliations with other advisers.
Assets & Accounts
Public Holdings
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
- Investment Grade Corp Bonds51%
- Exchange Traded Equities42%
- Cash & Cash Equivalents4%
- Private Funds2%
- State & Local Bonds1%
Owners & executives
3 of 3Silvia Bon
Chief Compliance OfficerCRD 8026867
Roberto Colapinto
Chief Executive OfficerCRD 7358509
STEPHAN HOFER
Chief Investment OfficerCRD 5281000
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ZURICH, null
Location
ZURICH, null
Headquartered in ZURICH, null.
- Address
- Pelikanstrasse 18
- Office locations
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