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Building 2ROTHSCHILD CAPITAL PARTNERS

Map pinNEW YORK, NY
Phone212-931-5303
NotebookSEC #801-73843
Total AUM
$469.7M
Employees
9
Clients
70

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 EAST 82ND STREET
#3
NEW YORK
NY 10028
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
212-931-5303

ReceiptFinancials

Total AUM
$469.7M
Accounts
93
Discretionary
$469.7M
Accounts
93
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$3M
HNW Individual Clients
57
AUM
$210M
Pooled Vehicle Clients
3
AUM
$255.7M
Charitable Organization Clients
3
AUM
$1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLILMDNJNYVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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