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Rubicon Associates
Rubicon Associates provides financial services to investors and financial advisors, helping them create, manage, and understand investment portfolios and...
Rubicon Associates
Rubicon Associates provides financial services to investors and financial advisors, helping them create, manage, and understand investment portfolios and market dynamics. The firm specializes in asset allocation, manager selection, portfolio management, and research, with expertise in fixed income, preferred stocks, REITs, and dividend investing. It serves individual investors, advisors, and institutional clients seeking rational, risk-controlled strategies.
General information
Firm type
Family Office
Year founded
—
AUM
—
Location
Region
North America
Country
United States
City
New York
Corporate office
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Frequently asked questions
What is Rubicon Associates?
Rubicon Associates is a family office headquartered in New York, United States.
Where is Rubicon Associates headquartered?
Rubicon Associates is headquartered in New York, United States, in the North America region.
What does Altss track for Rubicon Associates?
Altss maintains an OSINT-verified profile of Rubicon Associates covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Rubicon Associates's website?
Rubicon Associates's public website is www.rubicon-associates.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Rubicon Associates?
Rubicon Associates is classified by Altss as a Family Office, operating from United States within the North America region.
How does Altss source intelligence on Rubicon Associates?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Rubicon Associates's Altss profile last updated?
Rubicon Associates's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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