# RATIONAL ADVISORS, INC.

RATIONAL ADVISORS, INC. of SAN JUAN, PR is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 111452
- Type: SEC-registered investment adviser
- SEC file number: 801-60176
- Location: 207 CALLE DEL PARQUE, FLOOR 7, SUITE 2, SAN JUAN, PR, 00912
- Phone: 6467578387
- Latest filing: 2026-05-08
- Regulatory AUM: $2.6B
- Discretionary AUM: $2.6B
- Clients: 17
- Accounts: 13

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| Miller Scott | CHIEF INVESTMENT OFFICER | Rye, NY |
| Jerry John Szilagyi | PRESIDENT | — |
| David Scott Miller | CHIEF INVESTMENT OFFICER | — |
| Robert David Glass | CHIEF COMPLIANCE OFFICER | — |
| Isobel Linda Szilagyi | TRUSTEE | — |
| June Ann Szilagyi | TRUSTEE | — |
| Michael Thomas Schoonover | CHIEF OPERATING OFFICER | — |
| BENHASE DANIEL BRIAN | CEO | — |
| CASTOR DAVID BRUCE | CFO; CFO/TREASURER | — |
| BATEMAN RANDOLPH | COO; PRESIDENT; PRESIDENT; DIRECTOR | — |
| CORN RON | CCO; CHIEF COMPLIANCE OFFICER | — |
| PETTIT KENTON KELLER | CHIEF COMPLIANCE OFFICER | — |
| SZILAGYI JERRY JOHN | PRESIDENT; SHAREHOLDER | — |
| SZILAGYI ISOBEL LINDA | TRUSTEE | — |
| HARE RANDALL ALLEN | CHIEF COMPLIANCE OFFICER | — |
| CHEAP RICHARD | CLO | — |
| SHORT STEVEN MARC | DIRECTOR | — |
| FORGACH MICHELLE ANN | CHIEF COMPLIANCE OFFICER | — |
| BREWER BEVERLY PAUL | DIRECTOR; DIRECTOR; PRESIDENT | — |
| GLASS ROBERT DAVID | CHIEF COMPLIANCE OFFICER | — |
| REZABEK JOSEPH L | DIRECTOR | — |
| BEEKMAN TODD ANDREW | DIRECTOR | — |
| KALB JOHN EDWARD | DIRECTOR | — |
| POMPEY FRANCIS ALOYSIUS | DIRECTOR | — |
| Szilagyi June Ann | TRUSTEE | — |


## Disclosures (20)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| CATALYST ENHANCED SYSTEMATIC ALPHA MASTER FUND LP | Hedge Fund | Cayman Islands | 15 | $9.7M | $1.0M |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| NEW YORK | NY | 4 | 646-827-2761 |
| NEW YORK | NY | 4 | 646-827-2761 |
| HUNTINGTON | NY | 2 | 631-629-4907 |
| HUNTINGTON | NY | 2 | 631-629-4907 |


## Fund service providers (2)

- custodian: CATALYST ENHANCED SYSTEMATIC ALPHA FUND LP
- custodian: CATALYST ENHANCED SYSTEMATIC ALPHA OFFSHORE FUND, LTD.

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111452/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111452/similar
- Related entities: https://search.stillhousedata.com/firm/111452/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111452

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.