This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-01-2021
- Office Locations
- 1
Office Locations
About Rubik Capital INC
Rubik Capital is an independent asset manager and financial consultancy offering asset and wealth management, multi-family office support, offshore investing, and corporate consulting. The team partners closely with clients to design long-term, aligned investment solutions across multiple asset categories and innovative portfolios. Based in Miami and custodying with UBS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Cassio Coelho Zeni
Co-founder, DIRECTOR OF INVESTOR RELATIONS
- CRD
- --
- Ownership
- 25% but less than 50%
Julio Cesar De Melo Rodrigues
Chief Investment Officer, PARTNER
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,792,488 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,792,488 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing