RIA IntelAdvisersNew YorkREBELLION RESEARCH ADVISORS, L.P.

REBELLION RESEARCH ADVISORS, L.P.

Advisory

NEW YORK, NY

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in NY
#5,120
of 5,722 advisers by AUM
Average account
$220K
across 75 accounts
AUM per adviser
$8M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$17M
1-Year AUM Growth
3-Year CAGR
Employees
4
Assets Under Management
Total AUM$17M
Discretionary AUM$17M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients75
Team
Total Employees4
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Partnership
Fiscal Year EndDecember
Operates InFL, KY, NY, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

MRC GROUP LLC
$17M
STRATEGIC WEALTH MANAGEMENT LLC
BRIARCLIFF MANOR, NY
$16M
-46.7% 1Y
CHARTER ADVISERS, INC.
NEW YORK, NY
$17M
WEALTH STRATEGIES & SOLUTIONS, LLC
ROCHESTER, NY
$17M
PLATT CAPITAL MANAGEMENT INC
NEW YORK, NY
$17M
-44.8% 1Y
MATRIX INVESTMENT RESEARCH LLC
NEW YORK, NY
$17M
-37.1% 1Y

Get the full picture on REBELLION RESEARCH ADVISORS, L.P.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track REBELLION RESEARCH ADVISORS, L.P. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans