Overview
Assets Under Management: $85 million
High-Net-Worth Clients: 12
Average Client Assets: $7.1 million
Frequently Asked Questions
RUBIN OVERSEAS LTD. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169309), RUBIN OVERSEAS LTD. is subject to fiduciary duty under federal law.
RUBIN OVERSEAS LTD. serves 12 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, RUBIN OVERSEAS LTD. offers portfolio management for individuals. View all service details ↓
RUBIN OVERSEAS LTD. manages $85 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, RUBIN OVERSEAS LTD. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $7.1 million
Total Client Accounts: 12
Discretionary Accounts: 12
Regulatory Filings
CRD Number: 169309
Filing ID: 1850760
Last Filing Date: 2024-03-27 13:29:00