Rubric Advisors LLC

Overview

Rubric Advisors LLC is organized as a limited liability company that identifies itself as a capital allocator and an adviser to individual and small-business clients. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm bills clients using a percentage-of-assets model and can also charge hourly fees. Rubric reports being an active ESG investor and lists an industry affiliation with accounting professionals. The ownership is described as a combination of a domestic entity and an individual. The firm is not presented as a multi-state adviser and is not newly formed according to the provided snapshot.

Assets & Accounts

Investments & Alternatives

Location & Offices