Rubicon Founders, LLC
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Learn more about Rubicon Founders, LLC
Overview
Rubicon Founders, LLC is a financial advisory firm based at 1215 5Th Ave N, Nashville, Tennessee, 37208. The firm is registered in Tennessee and does not hold a broker dealer registration.
Rubicon Founders, LLC manages $698.7 million in assets under management (AUM), distributed across 6 accounts, all managed on a discretionary basis. This implies that the firm's portfolio managers have the authority to make investment decisions on behalf of their clients without requiring their approval for each transaction.
The firm has 32 financial advisors, suggesting a relatively small number of accounts per advisor.
Rubicon Founders, LLC provides portfolio management for pooled investment vehicles. This service is designed for investors who prefer their assets managed collectively, rather than individually.
The firm operates with two types of fee structures: asset-based and performance-based. An asset-based fee is a percentage of the total assets managed, while a performance-based fee is a percentage of the profits generated by the firm's management of the assets.
Rubicon Founders, LLC does not participate in a wrap fee program, which is a bundled package of investment services for a single fee.
The firm's primary client type by accounts is pooled investment vehicles, indicating that the firm's services are primarily designed for investors who prefer to have their assets managed collectively.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Rubicon Founders, LLC by the Numbers
$698.7 million
49
6
$116.4 million
Fee Structure
Financial management fees usually depend on the type of services provided. However, fees charged by the company can consist of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its six customers, Rubicon Founders, LLC's biggest client is pooled investment vehicles. None of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Rubicon Founders, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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