Rushmore Capital Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Rushmore Capital Partners provides discretionary and non-discretionary portfolio management and financial planning to individuals, retirement and profit-sharing plans, trusts, charitable organizations and business entities. The firm constructs portfolios across public and private markets, including individual equities, bonds, mutual funds, ETFs, REITs and other alternative investments.
Its investment process blends fundamental, technical and quantitative analysis to build goal-oriented portfolios and typically emphasizes a long-term orientation while retaining the ability to employ shorter-term trading, margin, short sales or options when appropriate. Financial planning is offered as an integrated service or as a standalone engagement to inform portfolio construction and ongoing reviews.
The firm is newly established and reported no assets under management in its brochure, and its principal brings institutional quantitative and derivatives experience that shapes the use of quantitative research and risk analysis. Notably, it offers performance‑based fee arrangements for qualified clients and may recommend private placements and other alternative strategies, features that may differ from many peers and carry distinct incentive and suitability considerations.
Client services
Financial planning
Portfolio management
Expertise
Private / alternative investments
Fee options
Fixed fees for Financial Planning or Consultation ranging from $500 to $5,000 based on case complexity.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
20% of gains exceeding the blended benchmark, subject to a high-water mark, calculated annually.
Account minimum: $250,000
Main office location
Rushmore Capital Partners
South Camden Drive, Apt 3
Beverly Hills CA 90212, United States
Number of offices
1
Most active in
Rushmore Capital Partners has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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