DFX Intelligence
RIA Intelligence
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SEC-registered adviser
R••• I••••• M••••••••• L•
Latest filing Mar 27, 2026
First filing on the tape Jan 12, 2018 · 18 filings
SEC status approved since Feb 16, 2018
RAUM
$2.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
7
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$2.0B as of Mar 27, 2026
Feb 27, 2019$258M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Feb 27, 20190 then
Employees (5.A)7 as of Mar 27, 2026
Feb 27, 20196 then
Private funds2 as of Mar 27, 2026
Feb 27, 20191 then
RAUM -1.2% over the last fiscal year+28% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $404MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 23%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -1.2%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.6B, 4 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.6B77%
- Charitable organizations$461M23%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.6B for 4 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.77 institutional_share=0.23 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| R••• I••••• M•••••• L• | Hedge Fund | $1.4B | 65 | Jan 12, 2018 |
| R•• C••• L• | Hedge Fund | $0 | 0 | Jul 18, 2024 |
Owners and control persons
Schedule A and B, latest filing
- G••••••••• C•••• H•••••• · Chief Compliance Officer, Chief Financial Officer, And Chief Operating Officercontrolsince 03/2021 · owns less than 5%
- M••••••• S••••••• L•••• · Co-Chief Investment Officer; Limited Partnercontrolsince 07/2017 · owns 25% to 50%
- N••••••• R••••••• W• · Co-Chief Investment Officer; Limited Partnercontrolsince 07/2017 · owns 25% to 50%
- M••••••• S••••••• L•••• · Managing Membercontrolsince 01/2022 · owns 50% to 75% of R••• I••••• M••••••••• G•• L••
- N••••••• R••••••• W• · Managing Membercontrolsince 01/2022 · owns 50% to 75% of R••• I••••• M••••••••• G•• L••
Entity owners
- R••• I••••• M••••••••• G•• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- R•• C•• G•• L••pooled vehicle sponsorn
- R••• I••••• G•• L••investment adviserbankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- high institutional concentrationStatic outlier · filing Mar 27, 2026institutional share of RAUM of 23% against a peer median of 0% (1506 comparable advisers, 98.0th percentile, 7.7 robust deviations)peers: asset managers, $1B to $5B (1,506) · 98% percentile
What changed
consecutive filings, newest first
- Assets in custody · $1.6B to $1.6BMar 25, 2025 to Mar 27, 2026
- Discretionary RAUM · $2.0B to $2.0BMar 25, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $1.6B to $1.6BMar 25, 2025 to Mar 27, 2026
- RAUM · $2.0B to $2.0BMar 25, 2025 to Mar 27, 2026
- Accounts · 4 to 5Jul 18, 2024 to Mar 25, 2025
- Pooled vehicle clients · 3 to 4Jul 18, 2024 to Mar 25, 2025
- Assets in custody · $1.4B to $1.6BJul 18, 2024 to Mar 25, 2025
- Financial planning clients · unset to Jul 18, 2024 to Mar 25, 2025
- Discretionary RAUM · $2.0B to $2.0BJul 18, 2024 to Mar 25, 2025
- Pooled vehicle RAUM · $1.4B to $1.6BJul 18, 2024 to Mar 25, 2025
- RAUM · $2.0B to $2.0BJul 18, 2024 to Mar 25, 2025
- Private funds · 1 to 2Mar 26, 2024 to Jul 18, 2024
- Assets in custody · $529M to $1.4BMar 30, 2023 to Mar 26, 2024
- Discretionary RAUM · $954M to $2.0BMar 30, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $529M to $1.4BMar 30, 2023 to Mar 26, 2024
- RAUM · $954M to $2.0BMar 30, 2023 to Mar 26, 2024
- Advisory employees · 4 to 5Mar 25, 2022 to Mar 30, 2023
- Assets in custody · $313M to $529MMar 25, 2022 to Mar 30, 2023
- Employees · 6 to 7Mar 25, 2022 to Mar 30, 2023
- Discretionary RAUM · $751M to $954MMar 25, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $313M to $529MMar 25, 2022 to Mar 30, 2023
- RAUM · $751M to $954MMar 25, 2022 to Mar 30, 2023
- Assets in custody · $106M to $313MJan 21, 2022 to Mar 25, 2022
- Discretionary RAUM · $329M to $751MJan 21, 2022 to Mar 25, 2022
- Pooled vehicle RAUM · $106M to $313MJan 21, 2022 to Mar 25, 2022
- RAUM · $329M to $751MJan 21, 2022 to Mar 25, 2022
- Business name · N•••••••• L••••• M••••••••• L• to R••• I••••• M••••••••• L•Jan 4, 2022 to Jan 21, 2022
- Legal name · N•••••••• L••••• M••••••••• L• to R••• I••••• M••••••••• L•Jan 4, 2022 to Jan 21, 2022
- Assets in custody · $128M to $106MAug 27, 2020 to Mar 25, 2021
- Employees · 4 to 6Aug 27, 2020 to Mar 25, 2021
- Discretionary RAUM · $285M to $329MAug 27, 2020 to Mar 25, 2021
- Pooled vehicle RAUM · $128M to $106MAug 27, 2020 to Mar 25, 2021
- RAUM · $285M to $329MAug 27, 2020 to Mar 25, 2021
- Assets in custody · $107M to $128MMay 28, 2019 to Mar 26, 2020
- Employees · 6 to 4May 28, 2019 to Mar 26, 2020
- Discretionary RAUM · $258M to $285MMay 28, 2019 to Mar 26, 2020
- Pooled vehicle RAUM · $107M to $128MMay 28, 2019 to Mar 26, 2020
- RAUM · $258M to $285MMay 28, 2019 to Mar 26, 2020
- Assets in custody · $60.0M to $107MJun 12, 2018 to Feb 27, 2019
- Employees · 5 to 6Jun 12, 2018 to Feb 27, 2019
Signals
7 dated events
- R••• I••••• M••••••••• L• reported RAUM $2.0B, up 106% from $954.1M (2023-03-30 to 2024-03-26)Mar 26, 2024 · RAUM change · derived
- R••• I••••• M••••••••• L• reported RAUM $954.1M, up 27% from $751.0M (2022-03-25 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- R••• I••••• M••••••••• L• reported RAUM $751.0M, up 129% from $328.6M (2022-01-21 to 2022-03-25)Mar 25, 2022 · RAUM change · derived
- Zavertnik John Kukral (Managing Member) no longer on Schedule A of R••• I••••• M••••••••• L• (listed 2021-03-25, absent 2022-01-04)Jan 4, 2022 · Control person left · inference
- Hillard Chad Goldstein (Chief Compliance Officer, Chief Financial Officer, And Chief Operating Officer) appeared on Schedule A of R••• I••••• M••••••••• L•Mar 25, 2021 · Control person joined · fact
- John William Bruce (Chief Compliance Officer And Chief Financial Officer) no longer on Schedule A of R••• I••••• M••••••••• L• (listed 2019-03-19, absent 2019-05-28)May 28, 2019 · Control person left · inference
- N•••••••• L••••• M••••••••• L• filed its initial SEC registration (Form ADV)Jan 12, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/rush-island-managementreportedpublic record, Form ADV, Sep 21, 2026
- Website
- R•••I•••••.COMreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- (212) 468-0163reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026