RATIONAL ADVISORS, INC.

Overview

Rational Advisors, Inc. is a corporation that has been SEC-registered since 2001 and operates as a hedge-fund–styled adviser focused on institutional clients. The firm charges both asset-based fees and performance-linked fees and is engaged in commodity pool/operator or commodity trading advisory activities. Its advisory services explicitly include portfolio management for registered investment companies and pooled investment vehicles, and it also runs educational seminars and workshops. Regulatory and market-facing affiliations noted in filings include roles as a broker-dealer affiliate, other investment adviser, CPO/CTA, and sponsor/GP/managing member of pooled investment vehicles. Rational Advisors is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives