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ROTHSCHILD CAPITAL PARTNERS
ROTHSCHILD CAPITAL PARTNERS, LLC
CRD 161688 · SEC 801-73843
5 EAST 82ND STREET, #3, NEW YORK, NY, 10028, United States
Phone
212-931-5303
Fax
646-507-5920
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$469.7M
Discretionary AUM
$469.7M
Team
9 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $3.0M |
| High net worth individuals | 57 | $210.0M |
| Pooled investment vehicles | 3 | $255.7M |
| Charitable organizations | 3 | $1.0M |
States served
DC, IL, MD, NJ, NY, VA, FL
All web addresses on file
Official SEC filing: View on IAPD