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Rumson Capital LLC (Red Bank)


Rumson Capital LLC is a large advisory firm based in Red Bank. It manages $396.8 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2001.

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Rumson Capital provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rumson Capital: assets under management

The assets under management (AUM) of Rumson Capital LLC is $396.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 339% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $396.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $33.07 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rumson Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
John Daniel Burke Partner 1 Jun 1995 50% - 75% 1197525
Fairmile Partners Member 1 Jun 1995 25% - 50% 22-6672165
Rumson Trust Member 1 Jun 1995 75% - 100% 22-6672165
Joseph W Walsh Partner 1 Jun 1995 50% - 75% 2682616
Jeffrey Richard Walsh Partner 1 Jun 1995 50% - 75% 2213460
Jeffrey Richard Walsh Trustee 1 Jul 1997 Other 2213460
Oci Trust Owner 1 Jul 1997 75% - 100% 22-6588774

Based in Red Bank

The principal office where Rumson Capital LLC performs its advisory services is located at Galleria Bldg. 3, 2 Nd Floor, Red Bank, NJ 07701 1106, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 732-450-7400 or by fax 732-747-7619. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.rumsoncapital.com.


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