Rubicon Founders, LLC
Firm details
- Headquarters
- Nashville, Tennessee
- CRD number
- 315631
- Registered since
- September 14, 2021
- Website
- rubiconfounders.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.86%
- HNWI0.14%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Rubicon Founders, LLC is a private equity firm organized as an LLC and registered with the SEC in 2021. The firm manages private funds and provides portfolio management services to both individual/family clients and institutional investors. Its advisory activities include managing portfolios for individuals and small businesses as well as oversight of pooled investment vehicles, and the firm serves in sponsor/GP and managing-member roles for sponsored pooled funds. Compensation combines a percentage-of-assets arrangement with performance-based fees. The firm does not position itself as an active ESG investor and is not reported as a multi-state adviser or a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities100%
Owners & executives
2 of 2
Todd Nice
Chief Financial Officer & Chief Compliance OfficerCRD 7513997

Austin Smith
Chief Operating OfficerCRD 7419895
Contacts
1 of 1
Adam Boehler
FounderCRD 2935504
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Nashville, TN
Davidson
Location
Nashville, TN
Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Davidson
- Address
- 1316 Adams St
- Time zone
- CT (UTC-6)
- Office locations
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