REBELLION RESEARCH

Overview

Rebellion Research operates as a limited partnership focused on managing equity-centered portfolios for individuals and families, and it also serves as adviser to a pooled investment vehicle. The firm’s public filing describes a preference for exchange-traded equities, with investment activity concentrated in liquid, publicly traded instruments and pooled-vehicle management. Its advisory services include discretionary portfolio management for individual and small-business clients as well as management of at least one hedge fund vehicle. Fee arrangements include a percentage-of-assets component alongside other fee elements. The firm is not identified as an active ESG investor and does not present itself as a multi-state or newly formed adviser. Rebellion Research’s organizational role extends to sponsor/manager responsibilities for pooled vehicles and related adviser functions typical of small hedge-fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices