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Rubicon Technology Management L.L.C.

SEC Registered

Software Innovation Through Partnership

Boulder, COhttps://rubicontp.com(303) 872-6950
Assets Under Management
$1B–$5B
Employees
37
Office Locations
3 offices
Total Accounts
15

About the firm

Rubicon is a middle-market private equity firm that helps enterprise software companies accelerate growth and establish a position of market leadership. They partner with founders and management teams with a software-dedicated investment strategy and a focused portfolio.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Middle-market Private EquityEnterprise SoftwareGrowth AccelerationMarket LeadershipSoftware InvestmentAdd-on Acquisitions

Services

Middle-market private equity investment with a software-dedicated strategy; focuses on a wide range of operational strategies to help companies scale to market leadership

Private funds / alternatives
Private Equity

Who they serve

Founders and management teams of enterprise software companies

Client segmentClientsAssets managed
Pension/Profit Sharing Plans15$4.8B

Leadership

John Charles Hodge
PARTNER, MANAGING MEMBER
Andrew Saito Gesell
SENIOR ADVISOR, MANAGING MEMBER
Steve Carpenter
PARTNER, MANAGING MEMBER
Jonathan Lehn Franke
CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER
Jason Winsten
PARTNER, MANAGING MEMBER

Office locations

3 offices in 3 states
CO
BoulderHQ
CT
New Haven
CA
Palo Alto

Regulatory & compliance

CRD number
#169875
SEC Number
801-97338
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Minimum: $10,000,000 (waivable)

Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rubicon Technology Management L.L.C. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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