Rubicon Advisors, GP
● SEC registered since 2017CRD 174447SEC# 801-109012Redding, CA
Reg. AUM
$420.7M
Employees
20
Accounts
2,219
Location
Redding, CA
Rubicon Advisors, GP assets under management
Rubicon Advisors, GP is a registered investment adviser overseen by the SEC based in Redding, CA. The firm has been registered since 2017. It reports $420.7 million in regulatory assets under management and employs 20 people.
Rubicon Advisors, GP owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Bradley Russell Control | Chief Financial And Technology Officer And Owner And Partner | 50-75% | 2015 |
| Steven Paul Boero Control | Chief Compliance Officer And Owner And Partner | 50-75% | 2015 |
Frequently asked questions
How much does Rubicon Advisors, GP manage?
Rubicon Advisors, GP reports $420.7 million in regulatory assets under management on its Form ADV.
How many employees does Rubicon Advisors, GP have?
Rubicon Advisors, GP reports 20 employees.
Where is Rubicon Advisors, GP located?
Rubicon Advisors, GP is based in Redding, CA and has been SEC-registered since 2017.
Does Rubicon Advisors, GP disclose fund performance?
Rubicon Advisors, GP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1640 East Cypress, Suite a, Redding, CA 96002 |
| Phone | 530-223-5357 |
| Fax | 707-205-4822 |
| Office hours | 8-4 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$420.7M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$420.7Mregulatory AUM
Discretionary $420.7M