Rushmore Capital Partners
Firm details
- Headquarters
- Beverly Hills, California
- CRD number
- 332491
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rushmore Capital Partners is organized as a limited liability company and is individually owned. Its core advisory activities center on financial planning and portfolio management for individuals and small businesses. The firm reports a mixed fee model that can include a percentage of assets under management, fixed fees, and performance-based fees. FINTRX classifies the adviser as unclassified, notes it is not a multi-state adviser or pension consultant, and identifies that it does not operate as a capital allocator or related adviser. Rushmore Capital Partners is not flagged as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Darko Roupell
Founder and PrincipalCRD 7963192
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beverly Hills, CA
Los Angeles
Location
Beverly Hills, CA
Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- S Camden Dr
- Time zone
- PT (UTC-8)
- Office locations
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