RATIONAL INVESTMENT METHODOLOGY

RATIONAL INVESTMENT METHODOLOGY is an SEC-registered investment adviser (CRD 292117). Regulatory assets under management: $9.2M.

Registration

• CRD: 292117
• Type: Registered investment adviser
• Phone: 646-652-6284
• Latest filing: 2026-06-25
• Regulatory AUM: $9.2M
• Discretionary AUM: $9.2M
• Clients: 1
• Accounts: 24

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292117 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search