Rubric Advisors LLC

Overview

Rubric Advisors LLC is organized as a limited liability company and is identified as a capital allocator that outsources investment management to external managers. The firm lists a domestic entity and an individual as owner types and is classified as unclassified in the source data. Its advisory services focus on financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Compensation is billed via a percentage-of-assets arrangement and on an hourly basis. Rubric Advisors presents itself as a manager that constructs client programs by tapping third-party managers rather than relying solely on internally managed strategies. The firm is not registered as a multi-state adviser and is not newly formed according to the available record. An industry affiliation with accounting professionals is also noted.

Assets & Accounts

Investments & Alternatives

Location & Offices