Rubicon Founders, LLC

RIASEC RegisteredEst. 2021
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$151M
Accounts
15
Employees
54
Advisory reps
3

Firm details

Headquarters
Nashville, Tennessee
CRD number
315631
Registered since
September 14, 2021
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

2 of 2
  • Todd Nice

    Todd Nice

    Chief Financial Officer & Chief Compliance OfficerCRD 7513997

  • Austin Smith

    Austin Smith

    Chief Operating OfficerCRD 7419895

Contacts

1 of 1
  • Adam Boehler

    Adam Boehler

    FounderCRD 2935504

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth