RATIONAL INVESTMENT MANAGEMENT, LLC

RATIONAL INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 163057). Regulatory assets under management: $402.6M.

Registration

• CRD: 163057
• SEC file number: 801-112483
• Type: Registered investment adviser
• Phone: 415-379-0749
• Latest filing: 2026-03-31
• Regulatory AUM: $402.6M
• Discretionary AUM: $402.6M
• Clients: 2
• Accounts: 409

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 163057 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search