Rational Advisors, Inc.
● SEC registered since 2001CRD 111452SEC# 801-60176San Juan, PR
Ranks #1,916 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.56B
Fund GAV
$9.7M
Private funds
1
Employees
17
Accounts
13
Location
San Juan, PR
Rational Advisors, Inc. assets under management
Rational Advisors, Inc. is an SEC-registered investment adviser based in San Juan, PR. The firm has been registered since 2001. It reports $2.6 billion in regulatory assets under management and employs 17 people. Rational Advisors, Inc. manages 1 private fund with combined gross assets of $9.7 million, including Catalyst Enhanced Systematic Alpha Master Fund LP. By regulatory assets, it ranks 1,916 of 6,004 private fund managers.
Rational Advisors, Inc. private funds
1 funds · $9.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Catalyst Enhanced Systematic Alpha Master Fund LP | Hedge | $9.7M | $1M |
Rational Advisors, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Scott Miller Control | Chief Investment Officer | 10-25% | 2016 |
| Jerry J. Szilagyi 2015 Family Trust | Shareholder | 10-25% | 2017 |
| Jerry John Szilagyi Control | President | 50-75% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Rational Advisors, Inc. manage?
Rational Advisors, Inc. reports $2.6 billion in regulatory assets under management on its Form ADV.
How many private funds does Rational Advisors, Inc. manage?
Rational Advisors, Inc. manages 1 private funds with combined gross assets of $9.7 million.
How many employees does Rational Advisors, Inc. have?
Rational Advisors, Inc. reports 17 employees.
Where is Rational Advisors, Inc. located?
Rational Advisors, Inc. is based in San Juan, PR and has been SEC-registered since 2001.
Does Rational Advisors, Inc. disclose fund performance?
Rational Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 207 Calle del Parque, Floor 7, Suite 2, San Juan, PR 00912 |
| Phone | 6467578387 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1143565 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.56B▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
AUM vs fund managersTop 32%
Larger than 68% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$2.56Bregulatory AUM
Discretionary $2.56B
Service providers
Auditor
Prime broker
Custodian
Administrator