# Rubicon Founders, LLC

> Rubicon Founders, LLC is an SEC-registered investment advisory firm in Nashville, TN, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 8, 2026.

- CRD: 315631
- Filed as: RUBICON FOUNDERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Nashville, TN
- Filing period: October 2026
- Form ADV filing dated: May 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315631
- AdvisorCensus page: https://advisorcensus.com/firm/rubicon-founders-llc-nashville-tn-315631

## Quick answers

**How is Rubicon Founders, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Rubicon Founders, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Rubicon Founders, LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Rubicon Founders, LLC located?**
Rubicon Founders, LLC's principal office is in Nashville, TN, according to its Form ADV.

**Is Rubicon Founders, LLC registered with the SEC or a state?**
Rubicon Founders, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315631.

**How much does Rubicon Founders, LLC manage?**
Rubicon Founders, LLC reports $2,260,751,398 in regulatory assets under management in its Form ADV filing dated May 8, 2026 (100% discretionary).

**How have Rubicon Founders, LLC's assets and staff changed since 2021?**
In the Form ADV data for Rubicon Founders, LLC: Regulatory assets under management: $321,308,000 in the October 2022 data and $2,260,751,398 in the October 2026 data, up 604%. Total employees: 19 in October 2021 and 54 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Rubicon Founders, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (14); high net worth individuals (1).

**Does Rubicon Founders, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315631

**What changed in Rubicon Founders, LLC's recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 2% of assets a year

> During such Funds’ commitment period, the Fund generally pays a management fee of 2.0% on an annual basis of aggregate investor capital commitments (“Commitments”).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $2,260,751,398
- Discretionary: $2,260,751,398
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 1 | $3,233,190 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 14 | $2,257,518,208 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 54 total, 35 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [rubiconfounders.com](https://rubiconfounders.com)
- Instagram @rubiconfounders
- LinkedIn @rubicon-founders
- X @foundersrubicon

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 19 | August 12, 2021 |
| October 2022 | $321,308,000 | 25 | May 2, 2022 |
| October 2023 | $698,681,041 | 49 | May 2, 2023 |
| October 2024 | $1,796,185,218 | 45 | April 29, 2024 |
| October 2025 | $2,061,690,207 | 56 | April 28, 2025 |
| October 2026 | $2,260,751,398 | 54 | May 8, 2026 |

Regulatory assets under management: $321,308,000 in the October 2022 data and $2,260,751,398 in the October 2026 data, up 604%.
Total employees: 19 in October 2021 and 54 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rubicon Founders, LLC (CRD 315631): Form ADV filing data as of October 2026.