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Rational Advisors Inc
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CRD # | 111452 |
SEC # | 801-60176 |
CIK # | 0001143565 |
AUM | $2.2 BB (2024-03-27) |
Employees | 12 (75% Investors, 25% Brokers) |
Phone | 787-334-1781 |
Address | 53 Palmeras St San Juan, PR 00901 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($BB) |
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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 ($BB) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0001143565] | |
13F-NT | [0001143565] |
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IL | 2.2 |
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NY | 2.2 |
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FS/EIG Advisor LLC
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PA | 2.2 |
Left Lane Capital LLC
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NY | 2.2 |
Regent Properties LLC
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CA | 2.2 |
TCG Crossover Management LLC
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CA | 2.2 |
Corry Capital Advisors LLC
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|
FL | 2.2 |
Cape Ann Asset Management Limited
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|
2.2 | |
Edgehill Endowment Partners LLC
✚
|
CT | 2.2 |