Rothschild Capital Partners
Rothschild Capital Partners is an SEC-registered wealth manager in New York, NY with $469.7M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Rothschild Capital Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 161688, SEC 801-73843, data through 2026-04-17.
- AUM (assets under management / regulatory AUM)
- $469.7M (2026-04-17)
- Firm type
- Wealth Manager
- Location
- New York, NY
- Employees
- 9
- Clients
- 70
- CRD
- 161688
- Ownership
- ROTHSCHILD, DAVID, DALSEMER; LEVENSON, MICHAEL; DEHLI, JODI, ANN; SMITH, ARCH, COLWELL; SHANHOLTZ, LAURA, LYNN
How much AUM does Rothschild Capital Partners have?
Rothschild Capital Partners reported $469.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-17).
Who owns Rothschild Capital Partners?
Disclosed owners and executives of Rothschild Capital Partners include ROTHSCHILD, DAVID, DALSEMER, LEVENSON, MICHAEL, DEHLI, JODI, ANN, SMITH, ARCH, COLWELL, SHANHOLTZ, LAURA, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.