Rabkin Advisors LLC

Overview

Rabkin Advisors LLC is a small, fee-based registered investment adviser focused on portfolio management for individual and small business clients. The firm favors equity exposure, concentrating the vast majority of client assets in exchange-traded equities and using a percentage-of-AUM fee model. Its client mix and product set indicate a straightforward investment approach: core equity allocations supplemented by select mutual fund positions and an allocation sleeve into alternative asset classes such as real estate, commodities and oil & gas. Portfolio construction appears centered on liquid, publicly traded instruments held in brokerage accounts, with discretionary management of client holdings. Given the firm’s size and client base, investment decisions are likely individualized across a limited number of relationships rather than run through large pooled products or multi-manager platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices