A complete list of active advisors currently associated with Rubric Advisors LLC
Warmer can help you find a great advisor at Rubric Advisors LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Rubric Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Francisco, CA
| 7
| |
San Francisco, CA
| 0
|
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