SourcingSourcing

RUSHMONT CAPITAL MANAGEMENT, LP

B53
CRD 333041·SEC 801-131179·NEW YORK, NY
AUM
$143.9M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$432K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RUSHMONT CAPITAL MANAGEMENT, LP
CRD
333041
SEC file #
801-131179
EIN
000000000
DBA names
Rushmont Capital Management

Economics

AUM
$143.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$139.0M → $143.9M▲ +4%
Client mix
Pooled Investment Vehicles1
Other1

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/14/2026
ADV-W filed at
—
Website
rushmont.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RUSHMONT CAPITAL HOLDINGS, LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
RUSHMONT CAPITAL HOLDINGS, LP
ALEKSIEV, NIKOLAY, GAVRAILOV
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RUSHMONT.COM
Rdap Domain Creation Date
2019-05-11T17:32:44Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002055122
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2025-02-11
Edgar Last Filing Date
2026-05-11
Edgar Form D Count
2
Edgar Form D Offerings
2026-05-112026-05-11 · 0002055122-26-000006
2025-02-112025-02-11 · 0000943663-25-000032

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan5
E*trade4
Edgar Addresses
Mailing
ONE WORLD TRADE CENTER, FLOOR 84NEW YORK, NY 10007
Business
CONYERS TRUST COMPANY (CAYMAN) LTD.,CRICKET SQ., HUTCHINS DRIVE, PO BOX 2681GRAND CAYMAN, E9, KY1-1111
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-05-11 · 0002055122-26-000006
D2025-02-11 · 0000943663-25-000032
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-05-11T17:32:44Z
Rdap Domain Last Changed
2026-05-13T19:58:33Z
Rdap Nameservers
Pdns11.domaincontrol.comPdns12.domaincontrol.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
ALEKSIEV, NIKOLAY, GAVRAILOV
Executive Officer · 2.5%
7976941
CHAMBERS, CAMPBELL, IAN
Executive Officer · 2.5%
7820914
TRAVERS, JARLADTH, MICHAEL
Executive Officer · 2.5%
7526880