Rothschild Capital Partners LLC

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Rothschild Capital Partners LLC ✚
CRD #	161688
SEC #	801-73843
CIK #	0001569833
AUM	469.7 M (2026-04-17)
Employees	9 (56% Investors, 0% Brokers)
Fees
Minimum
Phone	212-931-5303
Address	5 East 82nd Street New York, NY 10028
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($M) Copy

Sector	Form 13F Holdings	Value ($M)
	Apple Inc	35.7
	Alphabet Inc	31.0
	J P Morgan Chase & Co	30.3
	SPDR Gold Trust	29.9
	Amazon Com Inc	27.0
	Microsoft Corp	18.6
	Ecolab Inc	13.6
	Visa Inc	10.5
	Alphabet Inc	10.3
	Enterprise Products Partners L P	8.8
View All

Holdings by Sector ($M)

Type	Form D Funds	Date	Sold	AUM
HF	Rothschild GQ Systematic Fund LP	[2017-10-30]	33.1 M	69.9 M
	Filed 2019-10-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Rothschild Global Thematic Fund LP	[2015-03-31]	1.0 M	1.1 M
	Filed 2017-03-28 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Rothschild CornerStone Opportunities Fund LP	[2014-03-31]	17.1 M	0.8 M
	Filed 2017-03-28 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Rothschild CornerStone Fund LP	[2013-04-01]	148.6 M	180.6 M
	Filed 2025-09-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Rothschild Capital Partners LP	2012-02-14		58.8 M
HF	Rothschild Technology Partners LP	[2012-02-14]	83.5 M	10.8 M
	Filed 2026-03-12 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	7	3.0
(b) Individuals (high net worth individuals)	57	210.0
(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	3	255.7
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	3	1.0
(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	0	0.0
(n) Other	0	0.0
Total	93	469.7
By Discretionary
Discretionary	93	469.7
Non-Discretionary	0	0.0
Total	93	469.7
By Non-United States Persons
Non-United States Persons		64.2
United States Persons		405.5
Total	93	469.7

Form D Directors	Role	# Filings	# Firms
Jason Wood	Director	7	3
David Rothschild	Director	9	2
Rothschild Capital Partners LLC	Executive Officer	2	2
Rothschild Innovators GP LLC	Executive Officer	1	1
Rothschild CornerStone GP LLC	Executive Officer	1	1
RT GP LLC	Executive Officer	1	1
Rothschild Global Thematic GP LLC	Executive Officer	1	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001569833]

Firm Profile (Form ADV)
Discretionary AUM	$0.3B
Serves	Institutional, Retail, Research
Fund Types	Hedge Fund

Comparable Firms	State	AUM
White Oaks Wealth Advisors Inc ✚	MN	618.3 M
Omega Financial Group LLC ✚	CA	552.4 M
Cachetech Inc ✚	UT	547.4 M
Birinyi Associates Inc ✚	CT	471.7 M
Sturgeon Ventures LLP ✚		402.3 M
SL Advisors LLC ✚		393.3 M
Pacific Point Advisors LLC ✚	CA	389.6 M
Papamarkou Wellner Asset Management Inc ✚	NY	357.5 M
Left Brain Wealth Management LLC ✚	IL	340.4 M
5T Wealth LLC ✚	CA	331.4 M

Assets, Funds, Holdings