RBF CAPITAL MANAGEMENT, INC.

RIASEC RegisteredEst. 2024
Total AUM
$161M
Discretionary
$8M
5% of AUM
Avg account
$3.9M
Accounts
41
Employees
3
Advisory reps
1

Firm details

Headquarters
SARASOTA, Florida
CRD number
164524
Registered since
June 14, 2024
Custodians
MATRIX SECURITIES, INC., CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans95.03%
  • HNWI3.66%
  • Individuals1.31%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

RBF Capital Management, Inc. is an independent, individually owned registered investment adviser that positions itself as a fee-based wealth manager for both high-net-worth individuals and institutional clients. The firm emphasizes equity exposure—primarily exchange-traded securities—as the backbone of client portfolios, while supporting that core with mutual funds and targeted allocations to third‑party real estate managers. RBF Capital Management, Inc. operates mostly in an advisory (non-discretionary) capacity, offering financial planning, portfolio management for individuals and small businesses, pension consulting services and educational seminars. They do not self-identify as an active ESG investor. The firm uses a percentage-of-AUM fee model and, given the much larger non-discretionary asset base, appears to work with many clients under advisory arrangements where client approval or directed trading remains important. Their footprint and registration (SEC registration in 2024) suggest a boutique RIA focused on tailored advice and outsourced specialist allocations rather than building in-house alternative platforms.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 67%, Public Funds/Mutual Funds 32%, Derivatives 1%67%
  • Exchange Traded Equities67%
  • Public Funds/Mutual Funds32%
  • Derivatives1%

Contacts

1 of 1
  • RAFAL BARANSKI

    PresidentCRD 3269822

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

SARASOTA, FL

SARASOTA

Location

SARASOTA, FL

Headquartered in SARASOTA, FL, anchoring the North Port-Sarasota, FL metro in the South.

Metro area
North Port-Sarasota, FL
Region
South
County
SARASOTA
Address
3800 S Tamiami Trl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth