RUBENSTEIN PARTNERS, L.P.

RUBENSTEIN PARTNERS
PHILADELPHIA, Pennsylvania·6 registered advisors·CRD# 156988
SEC# 801-742933215-563-3558
01

Firm Overview

AUM
$681M
Regulatory assets under management
Employees
51
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: PERCENTAGE OF AGGREGATE CAPITAL CONTRIBUTIONS
03

Specialties

Retirement Planning
04

Advisors at RUBENSTEIN PARTNERS, L.P.

6 registered advisors
Brandon Travis Huffman
PHILADELPHIA, Pennsylvania
David Baker Rubenstein
PHILADELPHIA, Pennsylvania
Eric George Schiela
PHILADELPHIA, Pennsylvania
Fred Charles Harmeyer
PHILADELPHIA, Pennsylvania
Jeffrey Tsutom Kusumi
PHILADELPHIA, Pennsylvania
Robert Bruce Balderson
PHILADELPHIA, Pennsylvania
05

Office Locations

PHILADELPHIA, Pennsylvania
6 advisors

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Data sourced from SEC Form ADV filings. RUBENSTEIN PARTNERS, L.P. (CRD# 156988) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.