RATIONAL ADVISORS, INC.

RATIONAL ADVISORS, INC. of SAN JUAN, PR is an SEC-registered investment adviser (CRD 111452). Regulatory assets under management: $2.6B. This firm reports disciplinary history on Form ADV.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

Officers, owners & control persons (26)

Showing 25 of 26 people.

NameRoleLocation
Miller ScottCHIEF INVESTMENT OFFICERRye, NY
Jerry John SzilagyiPRESIDENT
David Scott MillerCHIEF INVESTMENT OFFICER
Robert David GlassCHIEF COMPLIANCE OFFICER
Isobel Linda SzilagyiTRUSTEE
June Ann SzilagyiTRUSTEE
Michael Thomas SchoonoverCHIEF OPERATING OFFICER
BENHASE DANIEL BRIANCEO
CASTOR DAVID BRUCECFO; CFO/TREASURER
BATEMAN RANDOLPHCOO; PRESIDENT; PRESIDENT; DIRECTOR
CORN RONCCO; CHIEF COMPLIANCE OFFICER
PETTIT KENTON KELLERCHIEF COMPLIANCE OFFICER
SZILAGYI JERRY JOHNPRESIDENT; SHAREHOLDER
SZILAGYI ISOBEL LINDATRUSTEE
HARE RANDALL ALLENCHIEF COMPLIANCE OFFICER
CHEAP RICHARDCLO
SHORT STEVEN MARCDIRECTOR
FORGACH MICHELLE ANNCHIEF COMPLIANCE OFFICER
BREWER BEVERLY PAULDIRECTOR; DIRECTOR; PRESIDENT
GLASS ROBERT DAVIDCHIEF COMPLIANCE OFFICER
REZABEK JOSEPH LDIRECTOR
BEEKMAN TODD ANDREWDIRECTOR
KALB JOHN EDWARDDIRECTOR
POMPEY FRANCIS ALOYSIUSDIRECTOR
Szilagyi June AnnTRUSTEE

Disclosures (20)

InitiatedTypeAllegationsStatusAmount
regulatory

Private funds (1)

FundTypeFormedOwnersGross asset valueMin investment
CATALYST ENHANCED SYSTEMATIC ALPHA MASTER FUND LPHedge FundCayman Islands15$9.7M$1.0M

Branch offices (4)

CityStateEmployeesPhone
NEW YORKNY4646-827-2761
NEW YORKNY4646-827-2761
HUNTINGTONNY2631-629-4907
HUNTINGTONNY2631-629-4907

Fund service providers (2)

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