RUSHMONT CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2024
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 a limited partnership that operates as a hedge fund manager serving institutional clients. The firm is SEC-registered (2024) and charges a combination of percentage-of-AUM fees and performance-based fees. Its written advisory activities emphasize portfolio management for pooled investment vehicles and for businesses or institutions. Rushmont also identifies itself as an active ESG investor on regulatory filings and acts in sponsor/GP/managing-member roles for pooled vehicles it runs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

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

Owners & executives

2 of 2
  • Nikolay Aleksiev

    COO & CCOCRD 7976941

  • CAMPBELL CHAMBERS

    Chief Investment OfficerCRD 7820914

Contacts

1 of 1
  • JARLADTH TRAVERS

    CRD 7526880

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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