Rhubarb Investments, LLC

Overview

Rhubarb Investments, LLC is a small, client-focused advisory firm that manages customized portfolios for individuals and family clients, with an emphasis on portfolio management for individuals and small businesses. The firm operates as a single-owner limited liability company and charges clients a mix of percentage-of-AUM fees and performance-based fees, indicating they pursue strategies where outperformance can be captured in compensation. Allocation tendencies favor public mutual funds as the primary vehicle, but the firm supplements those core exposures with third-party alternative managers across hedge funds, real estate, commodities, and oil & gas, suggesting a willingness to blend traditional long-only instruments with active, opportunistic strategies. The adviser is not positioned as an ESG-focused allocator and does not operate as a multi-state adviser. Given the small scale of the business and the client base, the firm appears oriented toward concentrated, bespoke relationships rather than institutional mandates or broad retail distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices