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RUBICON FOUNDERS, LLC
Legal name: RUBICON FOUNDERS LLC
CRD 315631File 801-122305
APPROVED
Retail clients
Custody
Filing as of May 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.26B
Top 25% of cohort (national)
Discretionary AUM
$2.26B
Clients
15
15 accounts
Employees
54
Top 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 14, 2021
- Principal office
- 1316 ADAMS STREET, SUITE 400, NASHVILLE, TN, 37208
- Phone
- 615-864-0524
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.26B
- Discretionary AUM
- $2.26B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 15
- Non-discretionary accounts
- 0
- Total accounts
- 15
- AUM per client
- $150.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $3.2M |
| Pooled investment vehicles | 14 | $2.26B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.