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RATIONAL ADVISORS, INC.
CRD 111452 · SEC 801-60176
207 CALLE DEL PARQUE, FLOOR 7, SUITE 2, SAN JUAN, PR, 00912, United States
Phone
6467578387
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.56B
Discretionary AUM
$2.56B
Team
17 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-05-08
Disciplinary history
Yes
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 12 | $2.55B |
| Pooled investment vehicles | 1 | $9.7M |
States served
NY, PR
All web addresses on file
Official SEC filing: View on IAPD