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Building 2RUBENSTEIN PARTNERS

Map pinPHILADELPHIA, PA
Phone215-563-3558
NotebookSEC #801-74293
Total AUM
$378.9M
Employees
43
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
CIRA CENTRE, 2929 ARCH STREET
28TH FLOOR
PHILADELPHIA
PA 19104-2868
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
215-563-3558
Other Offices
2

ReceiptFinancials

Total AUM
$378.9M
Accounts
12
Discretionary
$378.9M
Accounts
12
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
8
AUM
$328M
Other Clients
4
AUM
$50.9M
Description of Other Clients
REIT

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PERCENTAGE OF AGGREGATE CAPITAL CONTRIBUTIONS

Shield checkCompliance

Disclosures

None reported

State Registrations
MDNYPA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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