Rubicon Global Group

David Zalik, co-founder and former CEO of GreenSky, acts as the principal and ultimate decision-maker. The office does not publicize a separate CIO or investment committee, consistent with its structure as a single-family office where the founder retains direct authority over capital allocation.

Rubicon Global Group holds a controlling equity stake in Rubicon Global, the technology-enabled waste brokerage. The office takes its name from this platform investment, and David Zalik serves as a director. The waste company's operating management runs day-to-day logistics, but strategic M&A and balance-sheet decisions are made at the family-office level.

The wealth originates from financial technology. David Zalik co-founded GreenSky, a point-of-sale lending platform for home-improvement contractors, in 2006. The company went public in 2018 and was acquired by Goldman Sachs in a transaction valued at $2.2 billion that closed in 2022. A consortium led by Sixth Street subsequently took GreenSky private from Goldman in 2024, but Zalik's primary liquidity event was the 2022 sale.

Known investment activity is exclusively direct — control buyouts, direct real estate acquisitions, and structured minority equity. The office has not disclosed fund commitments or LP relationships with external managers, consistent with its permanent-capital, self-sourced model.

It is a single-family office with no outside limited partners, no fund structures, and no management-fee revenue. However, its operational integration with the Rubicon Global waste platform and its appetite for control buyouts give it the characteristics of a holding company. It does not behave like a venture firm — minority investments are selective, concentrated, and held indefinitely rather than marked to a fund cycle.

Yes. The Zalik Foundation is a separate 501(c)(3) entity based in Atlanta. It focuses on education, workforce readiness, and Jewish community causes in Georgia. The foundation is legally and operationally distinct from Rubicon Global Group, though Zalik and his wife serve as its directors.

The office concentrates heavily on the Southeastern United States, with a particular emphasis on Georgia, Florida, and surrounding supply-chain corridors. Its real estate and industrial-services acquisitions are concentrated in this region, taking advantage of proximity to the Port of Savannah, Atlanta's logistics hub, and population-growth markets.