PHILADELPHIA, PACRD 156988Latest ADV April 25, 2026
Rubenstein Partners is an SEC registered investment adviser organized as a limited partnership with a primary office location in Philadelphia, PA. Its latest Form ADV filing, dated April 25, 2026, reports $379M in regulatory assets under management, 43 employees, 2 offices, and 12 accounts.
Assets Under Management
$379M
Employees
43
Offices
2 offices
Total Clients
12
Primary office
PHILADELPHIA, PA
CIRA CENTRE, 2929 ARCH STREET, 28TH FLOOR, PHILADELPHIA, PA, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 66.7% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
66.7%
8
2
REIT
33.3%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$379Mas of April 25, 2026
Discretionary100.0%
$379M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$379M
Total Accounts12
10Y AUM Change$-841M (-68.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees43
Clients per Employee0:1
10Y Employee Change+13 (+43.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.