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| Rational Advisors Inc
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| CRD # | 111452 |
| SEC # | 801-60176 |
| CIK # | 0001143565 |
| AUM | 2,562.1 M (2026-05-08) |
| Employees | 17 (47% Investors, 6% Brokers) |
| Phone | 646-757-8387 |
| Address | 207 Calle del Parque San Juan, PR 00912 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001143565 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.7 | ||
| Apple Inc | 0.6 | ||
| J P Morgan Chase & Co | 0.6 | ||
| Alphabet Inc | 0.5 | ||
| Microsoft Corp | 0.5 | ||
| Broadcom Inc | 0.4 | ||
| Amazon Com Inc | 0.3 | ||
| Wal Mart Stores Inc | 0.3 | ||
| Lilly Eli & Co | 0.2 | ||
| Facebook Inc | 0.2 | ||
| Costco Wholesale Corp /NEW | 0.2 | ||
| Murphy USA Inc | 0.2 | ||
| United Technologies Corp /DE/ | 0.2 | ||
| Netflix Inc | 0.2 | ||
| General Electric Co | 0.2 | ||
| AbbVie Inc | 0.2 | ||
| Visa Inc | 0.2 | ||
| Analog Devices Inc | 0.2 | ||
| Huntington Bancshares Inc/MD | 0.2 | ||
| American Electric Power Co Inc | 0.2 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Catalyst Enhanced Systematic Alpha Master Fund LP | [2025-03-24] | 5.9 M | 9.7 M |
| Filed 2025-01-15 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 12 | 2.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 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 | 13 | 2.6 |
| By Discretionary | ||
| Discretionary | 13 | 2.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 13 | 2.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Miller | Executive Officer | 298 | 14 | |
| Michael Schoonover | Executive Officer | 2 | 2 | |
| Catalyst Enhanced Systematic Alpha GP LLC | Executive Officer | 1 | 1 | |
| Jerry Szilagyi | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001143565] | |
| 13F-NT | [0001143565] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.2B |
| Serves | Institutional, Research |
| Fund Types | Hedge Fund |
| LEI | 549300ET55X70OD5IF61 |
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