Rhubarb Investments, LLC

Overview

Rhubarb Investments, LLC is an independent, owner-operated registered investment adviser structured as an LLC that provides portfolio management for individuals, families and small businesses. The firm serves a small private-client base rather than institutions, charging a mix of asset-based fees and performance-linked fees. It does not identify as an active ESG investor, is not multi-state in its adviser designation, and does not function as a capital allocator or pension consultant. Rhubarb’s advisory focus is direct portfolio management for private clients rather than large-scale manager selection or multi-family office services. The presence of performance fees alongside percentage-of-AUM billing suggests they may use vehicles or strategies where outperformance-based compensation is customary.

Assets & Accounts

Investments & Alternatives