A complete list of active advisors currently associated with Rathnam Capital, LLC

Warmer can help you find a great advisor at Rathnam Capital, LLC or one who fits your needs even better.

Rathnam Capital serves individual and high‑net‑worth clients and manages about $81 million for roughly three dozen households. The firm offers discretionary portfolio management, standalone financial planning and consulting, allocations to unaffiliated independent managers, and advice on private investment funds and variable annuity sub‑accounts. The firm implements customized, account‑level asset allocation across mutual funds, ETFs, individual equities and fixed income, and uses Envestnet to access third‑party sub‑advisers; it treats cash as an asset class and pursues long‑, short‑ and trading strategies as appropriate. It also manages “held away” retirement and annuity accounts using a third‑party order/aggregation platform to enable tax‑efficient rebalancing and ongoing monitoring without taking custody. A distinctive operational practice is that the firm permits and provides guidance on collateralized borrowing against client assets (margin or pledged‑asset loans) for specific short‑term purposes while noting it does not recommend margin for investment—an arrangement and fee treatment that is uncommon among independent peers. The adviser also routinely uses Envestnet and the Pontera held‑away platform, and may allocate to funds (such as certain DFA funds) and private investment funds that are not publicly available, which affects liquidity, valuation practices, and due‑diligence processes.

To learn more about the advisors currently working at Rathnam Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.