LP Profile

Rational Investment Management

Also known as rational

Wealth ManagerMill Valley, United StatesFounded 2012

Mill Valley

Headquarters

Get Contact Details Website

Investment Focus

About Rational Investment Management

We offer tax and money management under one roof. This allows for better integration and it is easier for you too.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Rational Investment Management from SEC and IRS filings.

SEC Form ADV

Verified

Reported AUM: $402.6M
Total Clients: 409
Filing Date: March 31, 2026

Source: SEC IAPD / Form ADV Original filing Full filing details →

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Recent Filings

Public filings matched to Rational Investment Management across SEC, IRS, DOL and international registers — newest first.

FORM ADV

RATIONAL INVESTMENT MANAGEMENT, LLC

Mar 31, 2026

$402.6M

FORM ADV

RATIONAL INVESTMENT GROUP, LLC

Mar 26, 2026

$141.3M

FORM D

RATIONAL INVESTMENT GROUP, LP

Nov 20, 2025 · hedge_fund · AMD

Open

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Rational Investment Management?

Rational Investment Management is a wealth manager based in Mill Valley, United States.

Where is Rational Investment Management headquartered?

Rational Investment Management is headquartered in Mill Valley, United States.

When was Rational Investment Management founded?

Rational Investment Management was founded in 2012.

How can I contact Rational Investment Management?

Verified contact details, key decision-makers, and investment preferences for Rational Investment Management are available on LPbacked. Create a free account to access them.