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Rubicon Founders, LLC

Private Equity

Nashville, TN

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This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:ae0b4c3e-348f-4f6c-ad05-a8b2332c359a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 11:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 100
Dated events: 22
On other graphs: 3
Observed: Sep 13, 2026 to Sep 15, 2026
29 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Rubicon Founders, LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

RUBICON FOUNDERS, LLC

Registered adviser · shared crd

Private Creditidentity

RUBICON FOUNDERS, LLC

Private credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 15
PE funds: 15
Vintages: 2022 to 2024
PE GAV, 2024 filing: $1.8Bgross asset value on Form ADV; never dry powder
Regulatory AUM: $1.8B
Investments: 15
Active investments: 0
Size band: MIDDLE MARKETderivedproxy: $1.79bn Private Equity Fund GAV on the Form ADV filed 2024-11-05
Stated sectors: healthcare
Latest ADV filing: Nov 5, 2024
Employees (ADV): 45
Website: rubiconfounders.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Rf-Puma Co-Invest a, LP	2024	Unknown	Private Equity Fund	n/a	$52.3M
Rf-Indigo Sa Co-Invest, LP	2024	Unknown	Private Equity Fund	n/a	$3.1M
Rubicon Fund II LP	2024	Unknown	Private Equity Fund	n/a	$893M
Rubicon Fund II Pf LP	2024	Unknown	Private Equity Fund	n/a	$14.9M
Rubicon Founders Credit Opportunities Fund I, LP	2024	Unknown	Private Equity Fund	n/a	$32.0M
Rf-Puma Co-Invest, LP	2024	Unknown	Private Equity Fund	n/a	$14.9M
Rf-Evergreen Spv, LP	2023	Unknown	Private Equity Fund	n/a	$28.8M
Rf-Honest Co-Invest, LP	2023	Early deployment	Private Equity Fund	n/a	$28.0M
Rf-Evergreen Co-Invest, LP	2023	Unknown	Private Equity Fund	n/a	$40.4M
Rf-Ch Spv, LP	2023	Unknown	Private Equity Fund	n/a	$34.7M
Evergreen Employee Coinvestment LLC	2022	Wound down	Private Equity Fund	n/a	$535,500
Rubicon Employee Buyco Co-Investment LLC	2022	Wound down	Private Equity Fund	n/a	$2.0M
Rubicon Founders Opportunity Fund I, LP	2022	Early deployment	Private Equity Fund	n/a	$533M
Rubicon Founders Opportunity Fund I Co-Invest, LP	2022	Early deployment	Private Equity Fund	n/a	$116M
Honest Medical Employee Coinvestment LLC	2022	Wound down	Private Equity Fund	n/a	$322,500

Investments

Company	State	Role	Control	Invested	Exited	Status
Value-based nephrology physician enablement	n/a	unknown	unknown	n/a	n/a	unknown
Value-oriented hospice provider	n/a	unknown	unknown	n/a	n/a	unknown
Home health managed care platform	n/a	unknown	unknown	n/a	n/a	unknown
Value-based primary care physician enablement	n/a	unknown	unknown	n/a	n/a	unknown
Virtual-first value-based care pediatrics	n/a	unknown	unknown	n/a	n/a	unknown
AI-enabled professional liability underwriter	n/a	unknown	unknown	n/a	n/a	unknown
Pediatric physician practice management platform	n/a	unknown	unknown	n/a	n/a	unknown
Physician enablement platform	n/a	unknown	unknown	n/a	n/a	unknown
Embedded clinical trial site network	n/a	unknown	unknown	n/a	n/a	unknown
Cardiology physician practice management platform	n/a	unknown	unknown	n/a	n/a	unknown
Clinical research organization	n/a	unknown	unknown	n/a	n/a	unknown
Behavioral health	n/a	unknown	unknown	n/a	n/a	unknown
Ambulatory infusion services platform	n/a	unknown	unknown	n/a	n/a	unknown
Value-based oncology care	n/a	unknown	unknown	n/a	n/a	unknown
Provider of network management solutions	n/a	unknown	unknown	n/a	n/a	unknown

Relationships

showing 80 of 100

Employs (60)

→ Daisy LeePersonDirector of Health Economics
factThe subject's own site
→ Deepak KothavadePersonOperating Partner
factThe subject's own site
→ Destiny ScottPersonTalent Coordinator
factThe subject's own site
→ Don BahamPersonChief Information Security Officer
factThe subject's own site
→ Elise MorrisseyPersonVice President, Finance
factThe subject's own site
→ Garrett EbrahimPersonSenior Associate
factThe subject's own site
→ Halie Jo SessumPersonExecutive Assistant
factThe subject's own site
→ Humberto FrancoPersonAnalyst
factThe subject's own site
→ Hunter AmosPersonAnalyst
factThe subject's own site
→ Jay WolfePersonAssociate General Counsel
factThe subject's own site
→ Jonathan FeldsteinPersonPartner
factThe subject's own site
→ Justin PeterilPersonSenior Director of Health Economics
factThe subject's own site
→ Katherine JusticePersonExecutive Assistant
factThe subject's own site
→ Kelly RuggieroPersonHead of Investor Relations
factThe subject's own site
→ Lauren AvaristaPersonExecutive Assistant
factThe subject's own site
→ Lihao ChuPersonHead of Health Economics
factThe subject's own site
→ Mary Hopkins AllisonPersonVice President, Portfolio Operations
factThe subject's own site
→ Matt KimPersonPartner
factThe subject's own site
→ Michelle BiesmanPersonSenior Associate, Portfolio Operations
factThe subject's own site
→ Mike O’NeilPersonOperating Partner
factThe subject's own site
→ Nimish ParikhPersonProduct Operating Partner
factThe subject's own site
→ Olivia NicholsonPersonOffice Coordinator
factThe subject's own site
→ Paul FlournoyPersonSenior Associate, Talent
factThe subject's own site
→ Rachael CreekPersonCompliance Director
factThe subject's own site
→ Rebecca SimmonsPersonFinancial Analyst
factThe subject's own site
→ Rebecca Velez FreyPersonTalent Operating Partner
factThe subject's own site
→ Regan MurphyPersonOperating Partner
factThe subject's own site
→ Rishi LillyPersonOperating Partner
factThe subject's own site
→ Roslyn ChavarriaPersonSenior Executive Assistant
factThe subject's own site
→ Sam BenevelliPersonVice President, Talent
factThe subject's own site
and 30 more

Invested in (15)

→ Value-based nephrology physician enablementCompanyunknown
factThe subject's own site
→ Value-oriented hospice providerCompanyunknown
factThe subject's own site
→ Home health managed care platformCompanyunknown
factThe subject's own site
→ Value-based primary care physician enablementCompanyunknown
factThe subject's own site
→ Virtual-first value-based care pediatricsCompanyunknown
factThe subject's own site
→ AI-enabled professional liability underwriterCompanyunknown
factThe subject's own site
→ Pediatric physician practice management platformCompanyunknown
factThe subject's own site
→ Physician enablement platformCompanyunknown
factThe subject's own site
→ Embedded clinical trial site networkCompanyunknown
factThe subject's own site
→ Cardiology physician practice management platformCompanyunknown
factThe subject's own site
→ Clinical research organizationCompanyunknown
factThe subject's own site
→ Behavioral healthCompanyunknown
factThe subject's own site
→ Ambulatory infusion services platformCompanyunknown
factThe subject's own site
→ Value-based oncology careCompanyunknown
factThe subject's own site
→ Provider of network management solutionsCompanyunknown
factThe subject's own site

Dated events

19 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Nov 1, 2024
Person joined
Todd Edward Nice joined Schedule A of Rubicon Founders, LLC as Chief Financial Officer And Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Apr 1, 2024
Person joined
Cory Merrill Reno joined Schedule A of Rubicon Founders, LLC as General Counsel And Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Aug 12, 2021
Adviser first adv filing
Rubicon Founders, LLC first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago

Show 19 bookkeeping events

Occurred
May 8, 2026
Rubicon Founders, LLC: Private Equity Funds on Form ADV 12 (2024 extract) -> 14 (roster 2026-09-01)
Occurred
Mar 19, 2024
Rf-Puma Co-Invest a, LP first reported on Form ADV by Rubicon Founders, LLC (Private Equity Fund), GAV $52,340,903
Occurred
Mar 19, 2024
Rubicon Founders Credit Opportunities Fund I, LP first reported on Form ADV by Rubicon Founders, LLC (Private Equity Fund), GAV $32,000,000
Occurred
Mar 19, 2024
Rf-Puma Co-Invest, LP first reported on Form ADV by Rubicon Founders, LLC (Private Equity Fund), GAV $14,917,153
Occurred
Mar 19, 2024
Rf-Indigo Sa Co-Invest, LP first reported on Form ADV by Rubicon Founders, LLC (Private Equity Fund), GAV $3,125,000
Occurred
Mar 19, 2024
Rubicon Fund II LP first reported on Form ADV by Rubicon Founders, LLC (Private Equity Fund), GAV $892,808,332
Occurred
Mar 19, 2024
Rubicon Fund II Pf LP first reported on Form ADV by Rubicon Founders, LLC (Private Equity Fund), GAV $14,903,723
Occurred
Mar 31, 2023
Fund 805-3634484174 no longer reported on Form ADV by Rubicon Founders, LLC
Occurred
Mar 31, 2023
Rf-Honest Co-Invest, LP first reported on Form ADV by Rubicon Founders, LLC (Private Equity Fund), GAV $26,516,336
Occurred
Mar 31, 2023
Rf-Evergreen Co-Invest, LP first reported on Form ADV by Rubicon Founders, LLC (Private Equity Fund), GAV $42,019,756
Occurred
Mar 31, 2023
Rf-Evergreen Spv, LP first reported on Form ADV by Rubicon Founders, LLC (Private Equity Fund), GAV $30,014,114
Occurred
Mar 31, 2023
Rf-Ch Spv, LP first reported on Form ADV by Rubicon Founders, LLC (Private Equity Fund)
Occurred
Mar 31, 2023
Fund 805-3918228614 no longer reported on Form ADV by Rubicon Founders, LLC
Occurred
Mar 31, 2023
Fund 805-4707809458 no longer reported on Form ADV by Rubicon Founders, LLC
Occurred
Jan 12, 2022
Rubicon Founders Opportunity Fund I, LP first reported on Form ADV by Rubicon Founders, LLC (Private Equity Fund), GAV $249,450,000
Occurred
Jan 12, 2022
Rubicon Employee Buyco Co-Investment LLC first reported on Form ADV by Rubicon Founders, LLC (Private Equity Fund), GAV $2,050,000
Occurred
Jan 12, 2022
Honest Medical Employee Coinvestment LLC first reported on Form ADV by Rubicon Founders, LLC (Private Equity Fund), GAV $322,500
Occurred
Jan 12, 2022
Evergreen Employee Coinvestment LLC first reported on Form ADV by Rubicon Founders, LLC (Private Equity Fund), GAV $535,500
Occurred
Jan 12, 2022
Rubicon Founders Opportunity Fund I Co-Invest, LP first reported on Form ADV by Rubicon Founders, LLC (Private Equity Fund), GAV $68,950,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Daisy Lee (Director of Health Economics), Deepak Kothavade (Operating Partner), Destiny Scott (Talent Coordinator), Don Baham (Chief Information Security Officer), Elise Morrissey (Vice President, Finance), Garrett Ebrahim (Senior Associate), Halie Jo Sessum (Executive Assistant), Humberto Franco (Analyst), Hunter Amos (Analyst), Jay Wolfe (Associate General Counsel), Jonathan Feldstein (Partner), Justin Peteril (Senior Director of Health Economics).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:ae0b4c3e-348f-4f6c-ad05-a8b2332c359a
First observed: Sep 13, 2026
Last observed: Sep 15, 2026 3 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Rubicon Founders, LLC

Private Equity

Nashville, TN

Meta Page Description or used in banner

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:ae0b4c3e-348f-4f6c-ad05-a8b2332c359a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 11:16 AM UTC and rebuilt at most every 15 minutes.