The ROTHSCHILD CAPITAL PARTNERS is a privately held investment adviser that advises $469.73mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. ROTHSCHILD CAPITAL PARTNERS is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 38.32% over the last 5-years.
The Group has been registered with the SEC for 14.35 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 5 EAST 82ND STREET #3, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 9 employees comprised of 5 investment and 4 non-investment staff. The total number of Employees increased by 50% over the last 5-years.
Their $469.73mn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 3 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $255.69mn or 54.43% of Total Assets and High Net Worth Individuals own $209.99mn or 44.7% of Total Assets.
The Group's top investment strategies include Long/Short Equity and Multi Strat, representing 77.09% and 22.91% of total assets, respectively.
They advise 4 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and High Net Worth Individuals.
The Group uses 3 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
ROTHSCHILD CAPITAL PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.