| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Rothschild Wv II, LP | Venture Capital | $1.5M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Douglas Lenart | Cco/Amlco | Under 5% | 2024 |
| Curtis Robert Ellergodt | Finop | Under 5% | 2023 |
| James Allyn Franke | Member, Officer | Under 5% | 2023 |
Rothschild Investment LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
Rothschild Investment LLC manages 1 private funds with combined gross assets of $1.5 million.
Rothschild Investment LLC reports 41 employees.
Rothschild Investment LLC is based in Chicago, IL and has been SEC-registered since 1971.
Rothschild Investment LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 311 South Wacker Drive, Suite 5900, Chicago, IL 60606-6677 |
| Phone | 312-983-8900 |
| Fax | 312-983-8959 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $2.28B |
| Non-discretionary | $30.9M |
| Total (RAUM) | $2.31B |