# Rubicon Global Group

Rubicon Global Group is a RIA based in Portland, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Portland, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Assets under management:** Undisclosed
- **Website:** rubiconglobal.com

## Regulatory record

- **CRD number:** 127585
- **SEC file number:** 801-67194
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127585

## About

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.

## Sectors

- FinTech
- Real Estate
- Enterprise Software
- Services

## People

- David W. Zalik — Principal

## 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.

## Related profiles

- [Macro Wealth Advisors](https://altss.com/profile/macro-wealth-advisors-inc)

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

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