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RUBENSTEIN PARTNERS
RUBENSTEIN PARTNERS is an SEC-registered investment adviser in PHILADELPHIA, PA, registered since 2012. The firm manages approximately $379 million in assets.
Overview
RUBENSTEIN PARTNERS is an SEC-registered investment adviser in PHILADELPHIA, PA, registered since 2012. The firm manages approximately $379 million in assets. It has 43 employees and 15 investment advisers. RUBENSTEIN PARTNERS was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-04-25, it reported 43 employees; 12 advisory accounts; services including Portfolio management for pooled investment vehicles; client categories including Pooled investment vehicles; compensation arrangements including A percentage of assets under management, Performance-based fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
RIA
Year founded
2009
Location
Region
North America
Country
United States
City
Philadelphia
Corporate office
New York, NY, United States
Principals
David M. Rubenstein
Co-Founder & Co-Executive Chairman
Sector focus
Frequently asked questions
Who runs investment decisions at Rubenstein Partners?
David M. Rubenstein, co-founder of The Carlyle Group, is the principal and key decision-maker at Rubenstein Partners. The firm employs a small team of investment professionals who execute strategy under his direction. Specific investment committee composition is not publicly disclosed.
How does Rubenstein Partners source proprietary deal flow?
Rubenstein Partners leverages David Rubenstein's extensive network from his 30-year tenure at Carlyle Group, where he co-built one of the world's largest alternative asset managers. This network provides access to large-scale co-investments and club deals with institutional GPs and other family offices, reducing reliance on intermediary sourcing.
Does Rubenstein Partners participate in fund commitments or only direct deals?
The firm employs both strategies: it commits capital to third-party private equity, credit, and infrastructure funds, and also makes direct equity investments and co-investments alongside select GPs. The proportion between fund and direct exposure is not publicly known.
What investment stages does Rubenstein Partners typically target?
Given the scale of the portfolio, Rubenstein Partners focuses on larger-scale opportunities: growth equity, buyouts, and infrastructure investments. Early-stage venture capital is not a disclosed focus area.
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