TABULA RASA ADVISORS, LLC

Overview

Tabula Rasa Advisors, LLC is an independent registered investment adviser that began SEC registration in 2018 and is owned by an individual. The firm’s client mix includes high-net-worth individuals and families along with some institutional relationships, and it charges clients on a percentage-of-assets-under-management fee schedule. Core service offerings combine financial planning with discretionary portfolio management for individuals and small businesses, and the firm lists pension consulting among its advisory activities. The firm also identifies as an active ESG investor, which suggests integration of environmental, social and governance considerations into manager selection and portfolio construction. Investment activity is concentrated in public funds, but the firm supplements those exposures with selected alternative allocations. Tabula Rasa works with third‑party managers for alternative strategies and appears to favor a pragmatic, manager-driven approach rather than direct sourcing of niche private deals. Given its size and stated activities, the firm likely implements model-driven portfolios built primarily from mutual funds and mutual-fund-based sleeve allocations, with tactical allocations to real estate and managed futures for diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices