← Directory
RUBIN OVERSEAS LTD.
CRD 169309File 801-78986
APPROVED
Retail clients
Filing as of Jan 4, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$84.9M
Bottom 25% of cohort (national)
Discretionary AUM
$84.9M
Clients
12
12 accounts
Employees
6
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jan 13, 2014
- Principal office
- PELIKANSTRASSE 18, ZURICH, 8001
- Phone
- 011-41-58-680-5919
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $84.9M
- Discretionary AUM
- $84.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 12
- Non-discretionary accounts
- 0
- Total accounts
- 12
- AUM per client
- $7.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 12 | $84.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.