Rhubarb Investments, LLC

Rhubarb Investments, LLC provides discretionary portfolio management and model-portfolio advisory services to individual clients, including both non‑high‑net‑worth and high‑net‑worth investors. As of December 31, 2025 the firm reported approximately $5.3 million in assets under management across six client accounts.

The firm establishes a Personal Investment Policy with each client and implements portfolios primarily through proprietary Model Portfolios that provide exposure to U.S. and international equities, various bond strategies (including a recently added U.S. short‑term bond portfolio), real estate, commodities and gold, typically using ETFs and mutual funds. Portfolios may include concentrated positions, micro‑cap and foreign securities, and the brochure discloses the use of derivatives—notably options strategies such as covered calls and spreads—for hedging and tactical purposes, with quarterly reviews and periodic rebalancing.

Compared with many independent peers, Rhubarb is notable for offering performance‑based fee arrangements (typically 20% of net profits above a high‑water mark and available only to “qualified clients” meeting the firm’s AUM or net‑worth thresholds) and for employing derivatives within separately managed accounts, both of which introduce specific incentive and risk considerations. The brochure also discloses that the adviser provides separately compensated financial‑management services to certain family members who are clients, which the firm identifies as a potential conflict addressed through disclosure and internal policies.