Rushmore Elite

Alternatives & principal fund mandates operated under the CPO framework. Macro & derivatives-based strategies with disciplined risk management.

Check Eligibility

Mandate

Commodity Pool Operator (CPO) principal strategies. Qualified/accredited investors only.

Fee

0.15% management + 20% performance over a high-water mark.

Reporting

Monthly performance reporting + macro research letter; audited annuals per offering docs.

Strategy Components

Macro Framework

Top-down macro regime assessment (growth, inflation, policy)
Cross-asset lens spanning equity, rates, credit, commodities, FX
Signal & risk-budget alignment to mandate

Derivatives Toolset

CME-listed futures & options for exposures/hedges
Scenario-based sizing with VaR/drawdown controls
Collateral & margin management discipline

Tactical Hedging

FX, interest rate, inflation, and equity beta hedges as needed
Objective-driven overlays with explicit stop/exit criteria
Ongoing review tied to macro regime shifts

Process & Governance

1. Diligence & Docs

Investor qualification, subscription documents, risk factors, and disclosures.

2. Allocation

Mandate sizing vs. client risk profile; cash & collateral plan.

3. Execution

Trade implementation with pre-trade checks; logs; broker oversight.

4. Monitoring

Risk and performance monitoring, variance alerts, and monthly reports.

Eligibility & Next Steps

Qualified Investors

Available to accredited/qualified investors only as defined in offering documents.

Fees

0.15% management + 20% performance (HWM). Other expenses per offering docs.

Request Documents

Submit a qualification request to receive the PPM and subscription package.

Request PPM

Elite strategies are offered via CPO principal fund mandates. Investments involve risk, including loss of principal; performance is not guaranteed. Nothing herein is an offer or solicitation; offers are made only by the relevant offering documents. Participation is limited to qualified/accredited investors, subject to verification.