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| Happy Holidays!! thanks for using AUM13F!! |
| Rothschild Capital Partners LLC
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| CRD # | 161688 |
| SEC # | 801-73843 |
| CIK # | 0001569833 |
| AUM | $467.8 M (2025-06-06) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 212-931-5303 |
| Address | 5 East 82nd Street New York, NY 10028 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001569833 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 33.2 | ||
| Amazon Com Inc | 31.9 | ||
| Apple Inc | 31.4 | ||
| Microsoft Corp | 28.6 | ||
| SPDR Gold Trust | 23.7 | ||
| Alphabet Inc | 21.8 | ||
| VISA Inc | 14.8 | ||
| Ecolab Inc | 14.8 | ||
| Enterprise Products Partners L P | 7.8 | ||
| Alphabet Inc | 7.4 | ||
| Donaldson Co Inc | 3.8 | ||
| Nvidia Corp | 3.5 | ||
| Facebook Inc | 1.9 | ||
| Broadcom Inc | 1.4 | ||
| Netflix Inc | 1.2 | ||
| Lilly Eli & Co | 0.9 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Rothschild GQ Systematic Fund LP | [2017-10-30] | 33.1 | 69.9 |
| HF | Rothschild Global Thematic Fund LP | [2015-03-31] | 1.0 | 1.1 |
| HF | Rothschild CornerStone Opportunities Fund LP | [2014-03-31] | 17.1 | 0.8 |
| HF | Rothschild CornerStone Fund LP | [2013-04-01] | 148.6 | 171.4 |
| HF | Rothschild Capital Partners LP | 2012-02-14 | 58.8 | |
| HF | Rothschild Technology Partners LP | [2012-02-14] | 83.5 | 10.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 2.5 |
| (b) Individuals (high net worth individuals) | 49 | 221.2 |
| (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 | 243.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.3 |
| (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 | 76 | 467.8 |
| By Discretionary | ||
| Discretionary | 76 | 467.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 76 | 467.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 467.8 | |
| Total | 76 | 467.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Jason Wood | 7 | ||
| David Rothschild | 9 | ||
| Rothschild Capital Partners LLC | 2 | ||
| Rothschild Innovators GP LLC | 1 | ||
| Rothschild CornerStone GP LLC | 1 | ||
| RT GP LLC | 1 | ||
| Rothschild Global Thematic GP LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001569833] |
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