Rpata, LLC

Overview

Rpata, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2022. The firm serves both high-net-worth individuals and families as well as institutional clients. Its advisory model combines discretionary portfolio management with financial planning and consultative services for businesses and pension plans. Rpata positions itself as a capital allocator and uses third-party managers where appropriate, formally offering selection of other advisers as one of its services. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and provides portfolio management for individuals, small businesses and institutions, plus pension consulting. Rpata is not an active ESG investor according to its disclosures, and it reports a related-adviser relationship that can influence use of external strategies. Its practice emphasizes pooled public funds and mutual funds as the primary building blocks of client portfolios, and it supplements those core holdings with alternative allocations and insurance products where suitable.

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Location & Offices