RUBENSTEIN PARTNERS
Firm details
- Headquarters
- PHILADELPHIA, Pennsylvania
- CRD number
- 156988
- Registered since
- March 30, 2012
- Website
- www.rubensteinpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles86.57%
- Other13.43%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Rubenstein Partners is organized as a limited partnership and operates as a real estate fund manager serving institutional clients. The firm is SEC-registered (since 2012) and focuses its advisory work on portfolio management for pooled investment vehicles rather than acting as a broad capital allocator. Filings indicate the ownership mix includes both domestic entities and individuals. Fee arrangements include AUM-based charges and performance-linked fees. Rubenstein Partners describes its role beyond adviser duties: it functions as sponsor, general partner and managing member of pooled vehicles and maintains relationships with professional service firms such as accountants, law firms and real estate brokers. The firm does not identify as an active ESG investor in its public disclosures.
Assets & Accounts
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
- Other100%
Owners & executives
1 of 1JEFFREY KUSUMI
Principal And Chief Compliance OfficerCRD 2090338
Contacts
3 of 4ERIC SCHIELA
Senior Managing PrincipalCRD 6028541
DAVID RUBENSTEIN
FounderCRD 2065725
FRED HARMEYER
Managing PrincipalCRD 1861474
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PHILADELPHIA, PA
PHILADELPHIA
Location
PHILADELPHIA, PA
Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- PHILADELPHIA
- Address
- 2929 Arch St
- Time zone
- ET (UTC-5)
- Office locations
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