Rbf Capital Management, Inc.
- Regulatory AUM
- $161M
- Discretionary
- $8.0M
- Clients
- 18
- Avg AUM / client
- $8.9M
- Accounts
- 41
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Feb 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 7 | $2.1M | 1.31% |
| High net worth individuals | 5 | $5.9M | 3.66% |
| Pension and profit sharing plans | 6 | $153M | 95.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Aloha Wms Retirement Savings Plan Aloha Workforce Management Solutions | 2024 | |
| Concurrent Hro 401(k) Plan Concurrent Hro, Llc | 2024 | |
| Flexible 401(k) Pooled Employer Plan Americantcs Fiduciary Services, Llc | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rafal R Baranski | President/Senior Portfolio Manager/Cco | May 2012 (14y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Aloha Wms Retirement Savings Plan | Aloha Workforce Management Solutions | 532 | $11.9M | 01/01/2024 |
| Concurrent Hro 401(k) Plan | Concurrent Hro, Llc | 1,641 | $61.7M | 01/01/2024 |
| Flexible 401(k) Pooled Employer Plan | Americantcs Fiduciary Services, Llc | 1,185 | $58.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/24/2026 | 945 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Matrix Trust Company $135M (84% of AUM) Feb 2026
- Charles Schwab & Co. $3.3M (2% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 24, 2026.
View current Form ADV (SEC/IAPD) ↗