RUBICON ADVISORS, GP
Legal name: RUBICON ADVISORS
CRD #174447 SEC #801-109012 REDDING, CA 530-223-5357
SEC Registered
Total AUM
$340.2M
Discretionary
$340.2M
Employees
18
Clients
0
Accounts
2,015
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $340.2M | $340.2M | $0 | 18 | 0 |
| Oct 2024 | $293.8M | $293.8M | $0 | 17 | 0 |
| Sep 2024 | $293.8M | $293.8M | $0 | 17 | 0 |
| Mar 2024 | $293.8M | $293.8M | $0 | 17 | 0 |
| Nov 2023 | $287.2M | $287.2M | $0 | 18 | 0 |
| Aug 2023 | $287.2M | $287.2M | $0 | 18 | 0 |
| Apr 2023 | $287.2M | $287.2M | $0 | 18 | 0 |
| Feb 2023 | $287.2M | $287.2M | $0 | 18 | 0 |
| Nov 2022 | $320.3M | $320.3M | $0 | 18 | 0 |
| Mar 2022 | $320.3M | $320.3M | $0 | 18 | 0 |
| Sep 2021 | $259.8M | $259.8M | $0 | 16 | 0 |
| Mar 2021 | $259.8M | $259.8M | $0 | 16 | 0 |
| Jun 2020 | $202.2M | $202.2M | $0 | 8 | 0 |
| Apr 2020 | $202.2M | $202.2M | $0 | 8 | 0 |
| Mar 2020 | $202.2M | $202.2M | $0 | 8 | 0 |
| Feb 2019 | $179.2M | $179.2M | $0 | 15 | 0 |
| Nov 2018 | $148.6M | $148.6M | $0 | 9 | 0 |
| May 2018 | $148.6M | $148.6M | $0 | 9 | 0 |
| Mar 2018 | $148.6M | $148.6M | $0 | 9 | 0 |
| Nov 2017 | $123.1M | $123.1M | $0 | 12 | 0 |
| Oct 2017 | $123.1M | $123.1M | $0 | 12 | 0 |
| Jun 2017 | $101.4M | $101.4M | $0 | 12 | 500 |
| Jun 2017 | $101.4M | $101.4M | $0 | 12 | 500 |
| Mar 2017 | $101.4M | $101.4M | $0 | 12 | 500 |
| Jan 2017 | $101.4M | $101.4M | $0 | 12 | 500 |
| Jan 2017 | $101.4M | $101.4M | $0 | 12 | 500 |
DateMar 2025
Total AUM$340.2M
Discretionary$340.2M
Non-Disc.$0
Employees18
Clients0
DateOct 2024
Total AUM$293.8M
Discretionary$293.8M
Non-Disc.$0
Employees17
Clients0
DateSep 2024
Total AUM$293.8M
Discretionary$293.8M
Non-Disc.$0
Employees17
Clients0
DateMar 2024
Total AUM$293.8M
Discretionary$293.8M
Non-Disc.$0
Employees17
Clients0
DateNov 2023
Total AUM$287.2M
Discretionary$287.2M
Non-Disc.$0
Employees18
Clients0
DateAug 2023
Total AUM$287.2M
Discretionary$287.2M
Non-Disc.$0
Employees18
Clients0
DateApr 2023
Total AUM$287.2M
Discretionary$287.2M
Non-Disc.$0
Employees18
Clients0
DateFeb 2023
Total AUM$287.2M
Discretionary$287.2M
Non-Disc.$0
Employees18
Clients0
DateNov 2022
Total AUM$320.3M
Discretionary$320.3M
Non-Disc.$0
Employees18
Clients0
DateMar 2022
Total AUM$320.3M
Discretionary$320.3M
Non-Disc.$0
Employees18
Clients0
DateSep 2021
Total AUM$259.8M
Discretionary$259.8M
Non-Disc.$0
Employees16
Clients0
DateMar 2021
Total AUM$259.8M
Discretionary$259.8M
Non-Disc.$0
Employees16
Clients0
DateJun 2020
Total AUM$202.2M
Discretionary$202.2M
Non-Disc.$0
Employees8
Clients0
DateApr 2020
Total AUM$202.2M
Discretionary$202.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$202.2M
Discretionary$202.2M
Non-Disc.$0
Employees8
Clients0
DateFeb 2019
Total AUM$179.2M
Discretionary$179.2M
Non-Disc.$0
Employees15
Clients0
DateNov 2018
Total AUM$148.6M
Discretionary$148.6M
Non-Disc.$0
Employees9
Clients0
DateMay 2018
Total AUM$148.6M
Discretionary$148.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$148.6M
Discretionary$148.6M
Non-Disc.$0
Employees9
Clients0
DateNov 2017
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees12
Clients0
DateOct 2017
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees12
Clients0
DateJun 2017
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees12
Clients500
DateJun 2017
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees12
Clients500
DateMar 2017
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees12
Clients500
DateJan 2017
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees12
Clients500
DateJan 2017
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees12
Clients500