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.
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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.