Data / Investment advisers / Rubin Overseas LTD.
Rubin Overseas LTD., Zurich, Switzerland: $84.9 million AUM, SEC registered investment adviser
Rubin Overseas LTD. is an SEC registered investment adviser with its main office in Zurich, Switzerland and reports $84.9 million in regulatory assets under management in its Form ADV filed January 4, 2025. Its clients include high net worth individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 169309
- SEC file number
- 801-78986
- SEC status
- Approved, effective January 13, 2014
- Main office
- Pelikanstrasse 18, Zurich, Switzerland 8001
- Phone
- 011-41-58-680-5919
- Regulatory AUM
- $84,850,024 in the Form ADV filed January 4, 2025
- Discretionary AUM
- $84,850,024
- Accounts
- 12
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 4, 2025
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 12 | $84.9 million |
Also on SpecStream
- Advisers with $50 million to $100 million in AUM
- Advisers serving high net worth individuals
- Rubin Overseas LTD. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.