Rushmont Capital Management

RIASEC Registered
Total AUM
$144M
Discretionary
$144M
100% of AUM
Avg account
$72M
Accounts
2
Employees
6
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
333041
Registered since
September 24, 2024
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other87.85%
  • Pooled Investment Vehicles12.15%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Rushmont Capital Management is organized as a limited partnership that operates as a hedge fund manager focused on institutional clients. The firm is registered with the SEC (registered in 2024) and provides portfolio management for pooled investment vehicles as well as portfolio management services for businesses and institutions. Rushmont charges both a percentage-of-assets fee and performance-based fees, and it serves as sponsor, general partner, or managing member on pooled vehicles it runs. The firm identifies as an active ESG investor, indicating ESG considerations are incorporated into its investment process.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Derivatives 1%99%
  • Exchange Traded Equities99%
  • Derivatives1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1 World Trade Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth