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| Happy Holidays!! thanks for using AUM13F!! |
| Rothschild and Co Wealth Management UK Limited
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| CRD # | 158022 |
| SEC # | 801-72759 |
| CIK # | 0001784260 |
| AUM | $24.4 B (2025-03-28) |
| Employees | 264 (17% Investors, 0% Brokers) |
| Phone | 442072805000 |
| Address | New Court London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| American Express Co | 0.9 | ||
| Priceline Com Inc | 0.8 | ||
| Mastercard Inc | 0.8 | ||
| Deere & Co | 0.6 | ||
| Moodys Corp /DE/ | 0.6 | ||
| McGraw-hill Companies Inc | 0.5 | ||
| Canadian Pacific Railway Ltd/Cn | 0.4 | ||
| Comcast Corp | 0.4 | ||
| Texas Instruments Inc | 0.3 | ||
| Union Pacific Corp | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | R Wealth Management Portfolios LLC - New Court America Fund | [2016-06-16] | 2.0 | 7.8 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3,891 | 10.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 25 | 13.5 |
| (g) Pension and profit sharing plans | 60 | 0.0 |
| (h) Charitable organizations | 94 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 29 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 4,109 | 24.4 |
| By Discretionary | ||
| Discretionary | 4,096 | 24.1 |
| Non-Discretionary | 13 | 0.4 |
| Total | 4,109 | 24.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 24.0 | |
| United States Persons | 0.4 | |
| Total | 4,109 | 24.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| James Canales | 15 | ||
| Peter Hughes | 42 | ||
| John Bohan | 8 | ||
| Sharon Ward | 4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001784260] | |
| SC 13G | [0001784260] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Rothschild & Co Wealth Management UK Ltd | Cable One Inc | [2024-10-08] |
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