RIA · CRD 127585SEC-Registered

Updated:

Rubicon Global Group

RUBICON GLOBAL GROUP, RUBICON GLOBAL ADVISORS is an SEC-registered investment adviser in PORTLAND, OR. The firm manages approximately $30 million in regulatory...

Rubicon Global Group

RUBICON GLOBAL GROUP, RUBICON GLOBAL ADVISORS is an SEC-registered investment adviser in PORTLAND, OR. The firm manages approximately $30 million in regulatory assets. It has 2 employee and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Portland

Corporate office

Atlanta, GA, United States

Principals

David W. Zalik

Principal

Sector focus

FinTechReal EstateEnterprise SoftwareServices

Frequently asked questions

What geography does Rubicon Global Group focus on?

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.

Profile maintained by 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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