RIA Intel›Advisers›California›RUBICON ADVISORS, GP

RUBICON ADVISORS, GP

Advisory

N·REDDING, CA

Data as of Feb 9, 2026 · Source: SEC Form ADV

Total AUM

$421M

1-Year AUM Growth

+15.8%

3-Year CAGR

+2.0%

Employees

19

Assets Under Management

Total AUM$421M

Discretionary AUM$421M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1,278

Team

Total Employees19

Investment Advisers20

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record26

First FilingJan 19, 2017

Latest FilingFeb 9, 2026

🔒 Full AUM trend chart and 26 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on RUBICON ADVISORS, GP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.