# RUBENSTEIN PARTNERS

RUBENSTEIN PARTNERS is a RIA based in Philadelphia, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Philadelphia, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2009
- **Assets under management:** Over $5 billion (Altss estimate)
- **Website:** rubensteinpartners.com
- **LinkedIn:** https://www.linkedin.com/company/rubenstein-partners

## Regulatory record

- **CRD number:** 156988
- **SEC file number:** 801-74293
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156988

## About

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.

## Sectors

- Private Equity
- Real Estate
- Credit
- Infrastructure
- Energy Transition & Renewables

## People

- David M. Rubenstein — Co-Founder & Co-Executive Chairman

## 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.

## Related profiles

- [Pinnacle Wealth Strategies, LLC](https://altss.com/profile/pinnacle-wealth-strategies-llc)
- [DESIMONE INVESTMENTS, LLC](https://altss.com/profile/desimone-investments-llc)

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Last updated: 2026-07-06T01:24:24.784Z

Canonical page: https://altss.com/profile/rubenstein-partners

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