RUBICON PARTNERS ADVISORY LIMITED
Adviser information for RUBICON PARTNERS ADVISORY LIMITED last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Other (specify) |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | United Kingdom |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-119180 |
|---|---|
| SEC ERA File Number | 802-119180 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 309680 |
| Legal Entity Identifier | None |
Principal Office
8-12 YORK GATELONDON
United Kingdom
Monday - Friday, 9:00AM-5:00PM
Tel: 44 20 7499 0500, Fax: None
Chief Compliance Officer
PETER BROCK
8-12 YORK GATE
LONDON
United Kingdom
Tel:
0207 499 0500
P**********@******************M
(Full email address available in API data)
Industry Affiliates
| RUBICON PARTNERS ADVISERS LLP | Other investment adviser, including financial planners |
| RUBICON PARTNERS GP V S.A R.L. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| RUBICON PARTNERS V SCSP | Private Equity Fund | $132.6M | $0.6M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FISCHER, ANDREW, OLAF | Individual | – | DIRECTOR | 03/2020 | 50-75% |
| FISHER, IAN ISSAC, SAMUEL | Individual | – | DIRECTOR | 03/2020 | 50-75% |
| BROCK, PETER | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2020 | < 5% |