Firm profile

RIMROCK CAPITAL MANAGEMENT LLC

IRVINE, CACRD 120410Latest ADV April 30, 2026

Rimrock Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Irvine, CA. Its latest Form ADV filing, dated April 30, 2026, reports $3.9B in regulatory assets under management, 26 employees, and 22 accounts.

Assets Under Management
$3.9B
Employees
26
Offices
--
Total Clients
22
Primary office
IRVINE, CA
100 INNOVATION DRIVE, SUITE 200, IRVINE, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOPaul C. Westhead
CCORobert S. De Leon
CFOBarbara A. Crowell

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 72.7% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
72.7%
16
2
Charitable
27.3%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.9Bas of April 30, 2026
Discretionary100.0%
$3.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$3.9B
Total Accounts22
10Y AUM Change$-4.5B (-53.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees26
Clients per Employee1:1
10Y Employee Change-25 (-49.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.