other names
  • RUBIN OVERSEAS LTD.

Adviser Profile

As of Date 01/04/2025
Registration SEC, Approved, 01/13/2014
ADV Location ZURICH, Switzerland
Contact Info 011 xxxxxxx
AUM* 84,850,024 15%
of that, discretionary 84,850,024 15%
Private Fund GAV* 0
Avg Account Size 7,070,835 15%
% High Net Worth 100.00%
SMA’s Yes
Private Funds 0

Adviser Type

- Outside the United States

Number of Employees 6

of those in investment advisory functions 4

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

102M 87M 73M 58M 44M 29M 15M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary