Rothschild Capital Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 17, 2026, reports $470M in regulatory assets under management, 9 employees, and 93 accounts.
Assets Under Management
$470M
Employees
9
Offices
--
Total Clients
70
Primary office
NEW YORK, NY
5 EAST 82ND STREET, #3, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 81.4% of total clients.
Top client categories% of clientsClients
1
HNWI
81.4%
57
2
Individuals
10.0%
7
3
Pooled Investment Vehicles
4.3%
3
4
Charitable
4.3%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$470Mas of April 17, 2026
Discretionary100.0%
$470M
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.
Total AUM$470M
Total Accounts93
10Y AUM Change+$225M (+92.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee8:1
10Y Employee Change+1 (+12.5%)
* 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.