RAPIDS FINANCIAL LLC

Overview

Rapids Financial LLC is a small, independent registered investment adviser that runs a fee-for-service model based on a percentage of assets under management. The firm serves individual and family clients as well as some institutional relationships, and provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers as part of its service mix. Rapids Financial operates primarily as a capital allocator: while equities are the dominant allocation, the firm also places client capital with third-party managers when it makes sense for client objectives. The adviser does not position itself as an ESG-focused manager and is not registered as a multistate adviser. Its business model emphasizes active portfolio oversight under discretionary authority for the majority of client assets, with a small portion maintained on non-discretionary mandates. Custody and execution are handled through mainstream channels that support liquid public markets and pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices