R
CRD: 169309
Rubin Overseas Ltd.
Zurich, 08001
011-41-58-680-5919
$84.9M Total AUM
$84.9M Disc. AUM
-- 3Y CAGR
6 Employees
24 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Banque Pictet · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-13-2014
- Office Locations
- 1
Office Locations
Pelikanstrasse 18 Zurich --
About Rubin Overseas Ltd.
Rubin Overseas Ltd. is a Zurich-based RIA. The firm has been operating for 12 years. Managing $84.9M in total assets under management, with 4 advisory representatives. They custody assets with Banque Pictet and UBS.
Team overview
-- AVG AGE
$21.2M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
4 yrs AVG TENURE
6 Employees
4 Advisory Reps
0 RIA Reps
12yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Services
Available
Owner & Executives
S
Silvia Bon
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
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Roberto Colapinto
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,850,024 | $7,070,835 |
| Non-Discretionary | $0 | -- |
| Total | $84,850,024 | $7,070,835 |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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