RBF CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- SARASOTA, Florida
- CRD number
- 164524
- Registered since
- June 14, 2024
- Website
- www.rbfcapitalmanagement.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds32%
- Derivatives1%
Contacts
1 of 1RAFAL BARANSKI
PresidentCRD 3269822
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
GLAXIS CAPITAL MANAGEMENT, LLC
RIASARASOTA, FL
WEALTHGEN ADVISORS, LLC
RIASARASOTA, FL
PRINCE ASSET MANAGEMENT, INC.
RIASARASOTA, FL
REALITY FINANCIAL PLANNING SERVICES, LLC
RIASARASOTA, FL
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.
RIASARASOTA, FL
CAMBRIA WEALTH MANAGEMENT
RIASARASOTA, FL