Rothschild Investment Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 1908

Year Founded

  • Professionals
  • 19

Professionals

  • AUM

  • Commitments
  • 1

Rothschild Investment General Information

Description

Rothschild Investment is a wealth management firm based in Chicago, Illinois. Established in 1908, the firm provides wealth management services to clients, including wealthy families, high-net-worth individuals, entrepreneurs, family holding companies, foundations and endowments, retirement accounts, and multi-generational trusts. It operates as a registered broker-dealer and registered investment advisor and is a member of the Securities Investor Protection Corporation and the Financial Industry Regulatory Authority. The assets are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).

Contact Information

Website
www.rothschildwealth.com
Formerly Known As
Rothschild & Company
Year Founded
1908
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Chief Financial Officer and Partner
Email
ce
Phone
+1 (312)
Corporate Office
  • 311 South Wacker Drive
  • Suite 5900
  • Chicago, IL 60606-6677
  • United States
+1 (312)

Rothschild Investment Commitments (1)

Rothschild Investment's most recent commitment was from , managed by Pomona Capital. The commitment was made on .

Fund Name Fund Manager Fund Location Vintage Fund Size Commitment Date Commitment
Pomona Capital New York, NY 1998
To view Rothschild Investment’s complete commitments history, request access »

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Rothschild Investment Commitment Analytics

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Rothschild Investment Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Rothschild Investment Affiliates

Subsidiaries (1)

Name Industry Location Year Founded
Windgate Wealth Management Chicago, IL 1990

Rothschild Investment FAQs

  • When was Rothschild Investment founded?

    Rothschild Investment was founded in 1908.

  • Where is Rothschild Investment headquartered?

    Rothschild Investment is headquartered in Chicago, IL.

  • How many Assets Under Management (AUM) does Rothschild Investment have?

    Rothschild Investment has in assets under management.

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