Rubicon Founders Llc
- Regulatory AUM
- $2.3B
- Discretionary
- $2.3B
- Clients
- 15
- Avg AUM / client
- $151M
- Accounts
- 15
- Employees
- 54
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1 | $3.2M | 0.14% |
| Pooled investment vehicles (non-investment companies) | 14 | $2.3B | 99.9% |
Private funds (12)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $1.8B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Rubicon Fund Ii Lp | Private Equity Fund | Delaware | $893M | 42 |
| Rubicon Founders Opportunity Fund I, Lp | Private Equity Fund | Delaware | $533M | 64 |
| Rubicon Founders Opportunity Fund I Co Invest, Lp | Private Equity Fund | Delaware | $116M | 19 |
| Rf Puma Co Invest A, Lp | Private Equity Fund | Delaware | $52.3M | 2 |
| Rf Evergreen Co Invest, Lp | Private Equity Fund | Delaware | $40.4M | 12 |
| Rf Ch Spv, Lp | Private Equity Fund | Delaware | $34.7M | 4 |
| Rubicon Founders Credit Opportunities Fund I, Lp | Private Equity Fund | Delaware | $32.0M | 4 |
| Rf Evergreen Spv, Lp | Private Equity Fund | Delaware | $28.8M | 2 |
| Rf Honest Co Invest, Lp | Private Equity Fund | Delaware | $28.0M | 7 |
| Rf Puma Co Invest, Lp | Private Equity Fund | Delaware | $14.9M | 4 |
| Rubicon Fund Ii Pf Lp | Private Equity Fund | Delaware | $14.9M | 2 |
| Rf Indigo Sa Co Invest, Lp | Private Equity Fund | Connecticut | $3.1M | 2 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Boehler, Adam, Seth | Managing Partner | Aug 2013 (13y) | Less than 5% | |
| Boehler, Shira, K | Trustee | Aug 2013 (13y) | GP / trustee / elected manager of Boehler Family Trust (indirect) | |
| Glaccum, David | Partner | Jun 2021 (5y) | Less than 5% | |
| Smith, Austin | Chief Operating Officer | Jun 2021 (5y) | Less than 5% | |
| Reno, Cory, Merrill | General Counsel | Apr 2024 (2y) | Less than 5% | |
| Nice, Todd, Edward | Chief Financial Officer And Chief Compliance Officer | Nov 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Boehler Family Trust | Member | Jan 2021 | A | 50% – 75% |
| Boehler 2020 Dynasty Trust | Member | Jan 2021 | A | 50% – 75% |
| Third Constellation, Llc | Member | Apr 2002 | B | 75% or more of South Dakota Trust Company Llc (indirect) |
| South Dakota Trust Company Llc | Trustee | Dec 2020 | B | GP / trustee / elected manager of Boehler 2020 Dynasty Trust (indirect) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (12, $1.8B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Rubicon Fund Ii Lp | Private Equity Fund | $893M | $0 | 42 |
| Rubicon Founders Opportunity Fund I, Lp | Private Equity Fund | $533M | $0 | 64 |
| Rubicon Founders Opportunity Fund I Co Invest, Lp | Private Equity Fund | $116M | $0 | 19 |
| Rf Puma Co Invest A, Lp | Private Equity Fund | $52.3M | $0 | 2 |
| Rf Evergreen Co Invest, Lp | Private Equity Fund | $40.4M | $0 | 12 |
| Rf Ch Spv, Lp | Private Equity Fund | $34.7M | $0 | 4 |
| Rubicon Founders Credit Opportunities Fund I, Lp | Private Equity Fund | $32.0M | $0 | 4 |
| Rf Evergreen Spv, Lp | Private Equity Fund | $28.8M | $0 | 2 |
| Rf Honest Co Invest, Lp | Private Equity Fund | $28.0M | $0 | 7 |
| Rf Puma Co Invest, Lp | Private Equity Fund | $14.9M | $0 | 4 |
| Rubicon Fund Ii Pf Lp | Private Equity Fund | $14.9M | $0 | 2 |
| Rf Indigo Sa Co Invest, Lp | Private Equity Fund | $3.1M | $0 | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/08/2026 | 3.8 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 08, 2026.
View current Form ADV (SEC/IAPD) ↗