RIA IntelAdvisersPennsylvaniaRUBENSTEIN PARTNERS, L.P.

RUBENSTEIN PARTNERS, L.P.

Advisory

N·PHILADELPHIA, PA

Data as of Apr 25, 2026 · Source: SEC Form ADV

Total AUM
$379M
1-Year AUM Growth
-42.1%
3-Year CAGR
-22.8%
Employees
15
Assets Under Management
Total AUM$379M
Discretionary AUM$379M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients12
Team
Total Employees15
Investment Advisers43
Employee Growth (1Y)
Filing History
Total Filings on Record26
First FilingFeb 16, 2012
Latest FilingApr 25, 2026
🔒 Full AUM trend chart and 26 historical filings spanning 14+ years
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Registration
Status
Registration Date
SEC RegisteredYes
Exempt ReportingNo
Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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