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Building 2RUBICON FOUNDERS, LLC

Map pinNASHVILLE, TN
Phone615-864-0524
NotebookSEC #801-122305
Total AUM
$2.3B
Employees
54
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1316 ADAMS STREET, SUITE 400
NASHVILLE
TN 37208
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
615-864-0524

ReceiptFinancials

Total AUM
$2.3B
Accounts
15
Discretionary
$2.3B
Accounts
15
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$3.2M
Pooled Vehicle Clients
14
AUM
$2.3B

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TN

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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