A complete list of active advisors currently associated with Rebellion Research
Warmer can help you find a great advisor at Rebellion Research or one who fits your needs even better.
Rebellion Research Advisors, L.P. is a small advisory firm that manages about $16.5 million for roughly 75 clients with two advisory professionals. It provides discretionary portfolio management to individuals (including both high‑net‑worth and non‑HNW clients) through separately managed accounts and also acts as investment adviser to a pooled investment vehicle/hedge fund. The firm employs a systematic, machine‑learning‑based investment process that combines fundamental, technical, macro and momentum factors and runs two named strategies described as Global Equity and Absolute Return. The Global Equity strategy focuses on U.S.-listed stocks (including ADRs) with sector and single‑stock limits and without leverage, shorting, options or derivatives, while the Absolute Return strategy accesses currencies, commodities and debt primarily via ETFs and uses risk‑optimization techniques. What distinguishes Rebellion Research from many peers is its combined retail advisory and private‑fund role: it sponsors and advises a hedge fund (with an affiliated general partner entity) while simultaneously managing separately managed accounts, a structure the firm discloses and addresses through internal policies. The brochure also highlights proprietary technology developed by affiliated owners, a meaningful non‑U.S. client presence alongside use of ADRs for foreign exposure, and operational choices such as recommending Interactive Brokers, permitting client‑directed brokerage, and aggregating block trades.
To learn more about the advisors currently working at Rebellion Research, 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.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 12
| |
New York, NY
| 12
|
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