Rebellion Asset Management, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 282209
- Website
- www.najarianfamilyoffice.com
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.55%
- Individuals9.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Rebellion Asset Management, LLC is an independent, LLC-structured registered investment adviser that serves individual and family clients on a fee‑based (percentage of AUM) model. The firm provides financial planning and portfolio management for individuals, small businesses, and other business or institutional clients, and it performs selection of third‑party advisers. Rebellion identifies as a capital allocator, placing client capital with external managers where appropriate. The firm does not identify as an active ESG investor and is not presented as a multi‑state or pension consultant specialist.
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 Equities78%
- Public Funds/Mutual Funds11%
- US Government Bonds6%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 3
Todd Raarup
CEO and co-CIOCRD 4632522
Jeffrey Melgard
Co-Chief Investment OfficerCRD 3147283

Gery Sadzewicz
Chief Executive OfficerCRD 1090963
Contacts
3 of 3Pearlyn Manieri
PrincipalCRD 1917520
Arielle Choyce
Relationship ManagerCRD 6260327

Alan Charach
Vice PresidentCRD 6050527
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 223 W Jackson Blvd
- Time zone
- CT (UTC-6)
- Office locations
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