Sign in
Create a free account
ROTHSCHILD & CO ASSET MANAGEMENT US INC.
STAMFORD, CT
212-403-3500
SEC #801-5875Total AUM
$6.5B
Employees
31Clients
1,107Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1 STATION PLACE
SUITE 470
STAMFORD
CT 06902
United States
SUITE 470
STAMFORD
CT 06902
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
212-403-3500
Financials
Total AUM
$6.5B
Accounts
1,107Discretionary
$6.5B
Accounts
1,107Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
874AUM
$407.2M
HNW Individual Clients
116AUM
$262.9M
Investment Company Clients
7AUM
$3.3B
Pooled Vehicle Clients
9AUM
$1.2B
Pension/Profit Sharing Plan Clients
14AUM
$493M
Charitable Organization Clients
39AUM
$183.8M
Government Entity Clients
9AUM
$252.8M
Corporation or Business Clients
34AUM
$320.3M
Other Clients
5AUM
$5.2M
Description of Other Clients
PROPRIETARY PILOT ACCOUNTS
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
FULCRUM FEE; ASSET-BASED FEE CONTINGENT ON PERFORMANCE
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.