Rational Advisors, Inc.
Firm details
- Headquarters
- San Juan, PR
- CRD number
- 111452
- Registered since
- April 18, 2001
- Website
- rationalmf.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies99.62%
- Pooled Investment Vehicles0.38%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesEducational Seminars / Workshops
Firm profile
FINTRXOverview
Rational Advisors, Inc. is a corporation registered with the SEC since 2001 that operates as a hedge fund manager serving institutional clients. The firm functions in both advisory and sponsor capacities: it is active as a CPO/CTA and lists portfolio management for registered investment companies and pooled investment vehicles among its advisory activities. It also runs educational seminars and workshops. Rational Advisors charges a combination of AUM-based fees and performance fees and reports no activity as an ESG investor. The firm’s public filings indicate affiliations across the industry, including roles as a broker-dealer affiliate, other registered adviser, CPO/CTA, and sponsor or general partner of pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Jerry Szilagyi
President, CEOCRD 1156349

David Miller
Chief Investment OfficerCRD 4565833

Robert Glass
Chief Compliance OfficerCRD 2773736
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$926M in ETFs
83%
$769M
10%
$157M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $72.8M | 735,041 | 7.86% |
Location
San Juan, PR
San Juan-Bayam_n, PR
Location
San Juan, PR
Headquartered in San Juan, PR, anchoring the San Juan-Bayam_n, PR metro.
- Metro area
- San Juan-Bayam_n, PR
- Address
- 207 Calle Del Parque
- Office locations
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