RATIONAL INVESTMENT GROUP, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2016
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BROOKLINE, Massachusetts
CRD number
286048
Registered since
December 2, 2016

Firm profile

FINTRX

Overview

Rational Investment Group, LLC is a small, SEC-registered investment adviser formed in 2016 and organized as a single-member limited liability company. The firm is structured around an owner-managed model and is classified as unclassified in filings, which aligns with a focus on managing pooled capital rather than operating a broad retail advisory franchise. Public filings indicate the adviser does not report active ESG integration and it is not registered as a multi-state adviser, which further points to a concentrated, fund-centered operation rather than a widely distributed client advisory business. Investment activity centers on managing a single pooled vehicle, with the firm acting as an adviser to that fund rather than maintaining a conventional book of separately managed accounts or numerous retail clients. That setup suggests the manager prioritizes strategies and execution common to hedge funds—liquid and synthetic exposures, tactical positioning, and relative-value or event-driven ideas—over standard wrap-fee advisory programs.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • GUY GOTTFRIED

    Managing Partner and FounderCRD 6106358

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BROOKLINE, MA

NORFOLK

Location

BROOKLINE, MA

Headquartered in BROOKLINE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
NORFOLK
Address
1309 Beacon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth