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RUBENSTEIN PARTNERS

PHILADELPHIA, PA · CRD 156988 · IAPD ↗ · 215-563-3558

$378.9MRegulatory AUM
15Advisory reps
43Employees
0Clients
n/aPlanning clients
8Private funds
5States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — RUBENSTEIN PARTNERS notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
33
April 2026 — RUBENSTEIN PARTNERS reported RAUM down 28% ($461.2M -> $331.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2026 — RUBENSTEIN PARTNERS shrank from 26 to 15 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
33
April 2025 — RUBENSTEIN PARTNERS reported RAUM down 32% ($681.0M -> $461.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
33
April 2024 — RUBENSTEIN PARTNERS reported RAUM down 42% ($1.18B -> $681.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.