Rubenstein Partners
Rubenstein Partners is an SEC-registered asset manager in Philadelphia, PA with $378.9M assets under management (AUM, regulatory AUM), -18% over one year. See who owns Rubenstein Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 156988, SEC 801-74293, data through 2026-04-25.
- AUM (assets under management / regulatory AUM)
- $378.9M (2026-04-25)
- Firm type
- Asset Manager
- Location
- Philadelphia, PA
- Employees
- 43
- Clients
- 12
- CRD
- 156988
- Ownership
- BALDERSON, ROBERT, BRUCE; RP MT HOLDINGS SUB A, LLC; HARMEYER, FRED, CHARLES; HUFFMAN, BRANDON, TRAVIS; SCHIELA, ERIC, GEORGE
How much AUM does Rubenstein Partners have?
Rubenstein Partners reported $378.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-25).
Who owns Rubenstein Partners?
Disclosed owners and executives of Rubenstein Partners include BALDERSON, ROBERT, BRUCE, RP MT HOLDINGS SUB A, LLC, HARMEYER, FRED, CHARLES, HUFFMAN, BRANDON, TRAVIS, SCHIELA, ERIC, GEORGE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.