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Rushmore Capital Partners
Rushmore Capital Partners is a registered investment adviser offering financial planning and investment management. Services include comprehensive financial...
Rushmore Capital Partners
Rushmore Capital Partners is a registered investment adviser offering financial planning and investment management. Services include comprehensive financial plans, cost-efficient automated ETF portfolios, active discretionary management with tactical allocation, and alternatives and principal fund mandates for accredited investors. They emphasize a fiduciary mindset with measurable logic, open fees, and transparent communication.
General information
Firm type
Private Equity
Location
Region
North America
Country
United States
City
Beverly Hills
Corporate office
12100 Wilshire Blvd, Suite 845, Los Angeles, CA 90025, USA
Principals
Dylan Roupell
Founder & Managing Member
Sector focus
Frequently asked questions
Who runs investment decisions at Rushmore Capital Partners?
Dylan Roupell, Founder & Managing Member, oversees all three divisions — private wealth, discretionary portfolios, and the principal alternative strategies fund. He holds Series 3 (CTA) and Series 65 (RIA) registrations and draws on more than 20 years of institutional derivatives and risk experience at ANZ, LSEG, and the Reserve Bank of Australia.
Does Rushmore Capital Partners participate in fund commitments or only direct mandates?
The firm's listed offerings are all direct: automated ETF portfolios, active discretionary equity and bond accounts, and the Elite principal fund. No fund-of-funds, third-party manager commitments, or co-investment club structures are mentioned on the current website.
Where does Rushmore Capital Partners' investment edge come from?
Roupell's career in interest rate derivatives, swap clearing, and quantitative trading at institutions like LCH SwapClear and the Reserve Bank of Australia is the stated foundation. The firm positions its edge as risk-architecture fluency and a fiduciary overlay, rather than sourcing proprietary deal flow.
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