Rubric Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$27,458,110
Clients
16
Advisors
2
of 2 employees
About
Rubric Advisors LLC is a small advisory firm with roughly $28.4 million in regulatory assets under management and two advisory professionals serving about 16 clients. The firm provides discretionary and non‑discretionary asset management through a traditional Personal Advisor service and a Digital Advisor platform, and also offers financial planning, ERISA plan advisory, OCIO mandates for institutions, model portfolio licensing to other RIAs, and sub‑advisory services.
Rubric’s investment process combines quantitative and fundamental analysis and modern portfolio theory to construct portfolios of ETFs and individual equities, and it may employ options (including protective puts and collars) and other hedging techniques; alternative and private investments are available only to qualified clients (typically those with multi‑million dollar profiles). The firm publishes model portfolios for subscribing advisers, may hire sub‑advisors to manage portions of mandates, and monitors accounts quarterly with automated rebalancing available on its Digital Advisor platform.
A distinctive feature for a firm of this size is its common ownership with an affiliated accounting and consulting business that offers fractional CFO, tax, bookkeeping, valuation and corporate consulting services; the brochure discloses potential conflicts (including possible equity compensation from private company clients) and describes operational separations and disclosure practices intended to mitigate those conflicts. Rubric’s combination of model licensing, sub‑advisory trading authority, OCIO offerings and a free trial for subscribing advisers — delivered by a recently founded firm with a concentrated client base — differs from many peers in the supported firm category.
Client services
Expertise
Occupation focus
Fee options
Non-Discretionary Investment Management fees range from $2,500 to $25,000 annually, billed quarterly in arrears; Model Portfolio Services fixed fees range from $10,000 to $500,000 per year, billed quarterly; Custom model fees quoted per statement of work within fixed fee range
$0 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.70% annually Over $5,000,000+: 0.60% annually
$250 per hour for financial planning and consulting
Account minimum: $50,000 Minimum fee: Personal Advisor Service minimum quarterly fee of $279
Main office
2 Embarcadero Center, 8th Floor
San Francisco CA 94111
Advisors at this office
2
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Harish P
Series 65
San Francisco, CA
Rubric Advisors LLC
Harish Prabandham is a financial advisor at Rubric Advisors LLC with Series 65 credentials and over two decades of industry experience, including prior roles at Radiant Global Investors and Axa Investment Managers. He engages in consulting activities related to technology and finance and serves on the Board of Directors of the St. Francis Foundation, as well as volunteering with the UC Berkeley SkyDeck program. Rubric Advisors LLC manages approximately $28.4 million in assets and serves a small client base through discretionary and non-discretionary asset management, financial planning, and institutional advisory services. The firm employs a combined quantitative and fundamental investment approach with access to alternative investments for qualified clients and offers model portfolio licensing, sub-advisory services, and a Digital Advisor platform.
Nihal M
Series 65
San Francisco, CA
Rubric Advisors LLC
Nihal Muzumdar is a financial advisor at Rubric Advisors LLC based in San Francisco, CA, holding a Series 65 designation with seven years of industry experience. Prior to joining Rubric Advisors, he worked for eight years at Adaptive Frontier Investments LLC and has been employed at Intel Corporation since 1993. Rubric Advisors LLC manages approximately $28.4 million in assets and serves a small client base through discretionary and non-discretionary asset management, financial planning, and institutional advisory services. The firm uses a combination of quantitative and fundamental analysis along with modern portfolio theory, offering portfolios of ETFs and individual equities alongside options strategies and alternative investments for qualified clients.
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