Rational Advisors, Inc.

RIASEC RegisteredEst. 2001
Total AUM
$2.6B
Discretionary
$2.6B
100% of AUM
Avg account
$197M
Accounts
13
Employees
17
Advisory reps
4

Firm details

Headquarters
San Juan, PR
CRD number
111452
Registered since
April 18, 2001
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies99.62%
  • Pooled Investment Vehicles0.38%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Rational Advisors, Inc. is a corporation registered with the SEC since 2001 that operates as a hedge fund manager serving institutional clients. The firm functions in both advisory and sponsor capacities: it is active as a CPO/CTA and lists portfolio management for registered investment companies and pooled investment vehicles among its advisory activities. It also runs educational seminars and workshops. Rational Advisors charges a combination of AUM-based fees and performance fees and reports no activity as an ESG investor. The firm’s public filings indicate affiliations across the industry, including roles as a broker-dealer affiliate, other registered adviser, CPO/CTA, and sponsor or general partner of pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Jerry Szilagyi

    Jerry Szilagyi

    President, CEOCRD 1156349

  • David Miller

    David Miller

    Chief Investment OfficerCRD 4565833

  • Robert Glass

    Robert Glass

    Chief Compliance OfficerCRD 2773736

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 49

Active vs passive

$926M in ETFs

Passive

83%

$769M

Active

10%

$157M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE US AGGREGATE BOND ETF (AGG)BlackRockPassiveIntermediate Core Bond$72.8M735,0417.86%

Location

Primary office

San Juan, PR

San Juan-Bayam_n, PR

Location

San Juan, PR

Headquartered in San Juan, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
207 Calle Del Parque
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth