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Rational Investment Methodology

Rational Investment Methodology. CRD 292117

Rational Investment Methodology logo

CRD: 292117

Rational Investment Methodology

$9.2M Total AUM
$9.2M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
--
Established Date
02-13-2018
Office Locations
1

Office Locations

-- Allendale NJ

About Rational Investment Methodology

Rational Investment Methodology (RIM) is an RIA providing asset management focused on U.S. equity-market strategies, informed by macro and earnings cyclicality research. The firm charges performance fees, so clients must qualify as “Qualified Clients” under SEC rules. RIM highlights an operational setup designed to deliver hedge-fund-style exposure without the cost/complexity of traditional hedge-fund structures, and custodies with Interactive Brokers.

Team overview

51 AVG AGE
$9.2M AVG AUM / ADVISOR
$382.8K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Available

Services

Available

Owner & Executives

DANILO RUAS SANTIAGO

DANILO RUAS SANTIAGO

FOUNDING PARTNER

CRD
#6025227
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $9,186,312 --
Non-Discretionary $0 --
Total $9,186,312 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Cash:
Available
Equity - Exchange:
Available
Asset class Assets Assets %
Cash Available Available
Equity - Exchange Available Available
Total Available Available

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