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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 Oct 1, 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
- Website
- https://rubiconfounders.com/
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 56 | 54 | decreased by2 |
| Apr 1, 2026 | Clients | 12 | 15 | increased by3 |
| Apr 1, 2026 | AUM | $2,061,690,207 | $2,260,751,398 | increased by$199,061,191 |
| Apr 1, 2026 | Accounts | 12 | 15 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 25 | 56 | increased by31 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5 | 12 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $321,308,000 | $2,061,690,207 | increased by$1,740,382,207 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5 | 12 | increased by7 |
| Feb 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Feb 1, 2022 | Employees | 19 | 25 | increased by6 |
| Feb 1, 2022 | Custody | No | Yes | |
| Feb 1, 2022 | Clients | 0 | 5 | increased by5 |
| Feb 1, 2022 | AUM | $0 | $321,308,000 | increased by$321,308,000 |
| Feb 1, 2022 | Accounts | 0 | 5 | increased by5 |
| Oct 1, 2021 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RUBICON FOUNDERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RUBICON FOUNDERS” may also match similarly-named firms). Confirm identity against each filing.
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.