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RUSHMONT CAPITAL MANAGEMENT

NEW YORK, NY · CRD 333041 · IAPD ↗ · rushmont.com · 1-212-680-4980

$143.9MRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
August 2025 — RUSHMONT CAPITAL MANAGEMENT reported RAUM up 138% ($58.3M -> $139.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
February 2025 — RUSHMONT CAPITAL MANAGEMENT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
80
October 2024 — RUSHMONT CAPITAL MANAGEMENT (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.