# Rushmont Capital Management

> Rushmont Capital Management is an SEC-registered investment advisory firm in New York, NY, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 14, 2026.

- CRD: 333041
- Filed as: RUSHMONT CAPITAL MANAGEMENT
- Legal name: Rushmont Capital Management, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333041
- AdvisorCensus page: https://advisorcensus.com/firm/rushmont-capital-management-new-york-ny-333041

## Quick answers

**How is Rushmont Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Rushmont Capital Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Rushmont Capital Management located?**
Rushmont Capital Management's principal office is in New York, NY, according to its Form ADV.

**Is Rushmont Capital Management registered with the SEC or a state?**
Rushmont Capital Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333041.

**How much does Rushmont Capital Management manage?**
Rushmont Capital Management reports $143,916,878 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (100% discretionary).

**How have Rushmont Capital Management's assets and staff changed since 2024?**
In the Form ADV data for Rushmont Capital Management: Regulatory assets under management: $0 in the October 2024 data and $143,916,878 in the October 2026 data. Total employees: 3 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Rushmont Capital Management serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1); other (1).

**Which custodians does Rushmont Capital Management use?**
Rushmont Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan Securities LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Rushmont Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333041

**What changed in Rushmont Capital Management's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $130,687,562 to $143,916,878 (+10%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- J.P. Morgan Securities LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $143,916,878
- Discretionary: $143,916,878
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $17,479,585 |
| Other | 1 | $126,437,293 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rushmont.com
- LinkedIn @rushmont

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 3 | August 23, 2024 |
| October 2025 | $138,960,890 | 5 | July 24, 2025 |
| October 2026 | $143,916,878 | 6 | April 14, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $143,916,878 in the October 2026 data.
Total employees: 3 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $130,687,562 to $143,916,878 (+10%).

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rushmont Capital Management (CRD 333041): Form ADV filing data as of October 2026.