Rational Advisors Inc

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Assets, Funds, Holdings

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Rational Advisors Inc
CRD #111452
SEC #801-60176
CIK #0001143565
AUM $2.2 BB (2024-03-27)
Employees 12 (75% Investors, 25% Brokers)
Phone787-334-1781
Address53 Palmeras St
San Juan, PR 00901
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
5.04.03.02.01.00.02001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
NVDA 399.6 0.6
MSFT 1,918.2 0.5
AAPL 2,382.8 0.5
JPM 340.2 0.4
GOOGL 1,475.1 0.3
LLY 301.8 0.3
AMZN 1,093.0 0.3
XOM 385.5 0.2
COST 207.6 0.2
AVGO 201.3 0.2
View All
Holdings by Sector ($BB)
151296302008201320192025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 11 2.2
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 11 2.2
By Discretionary
Discretionary 11 2.2
Non-Discretionary 0 0.0
Total 11 2.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.2
Total 11 2.2
EDGAR Form CIK 2011 - 2024
13F-HR [0001143565]
13F-NT [0001143565]
Comparable Firms State AUM ($BB)
PPM Loan Management Company 2 LLC
IL 2.2
Eurazeo North America Inc
NY 2.2
NexPoint Asset Management LP
TX 2.2
FS/EIG Advisor LLC
PA 2.2
Left Lane Capital LLC
NY 2.2
Regent Properties LLC
CA 2.2
TCG Crossover Management LLC
CA 2.2
Corry Capital Advisors LLC
FL 2.2
Cape Ann Asset Management Limited
2.2
Edgehill Endowment Partners LLC
CT 2.2
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