| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Rothschild Swag LLC | Venture Capital | $1.8M | $50K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Curtis Robert Ellergodt Control | Chief Financial Officer | Under 5% | 2023 |
| Gery Joseph Sadzewicz Control | Cco | Under 5% | 2012 |
| Phillip Eugene Johnson Control | President | Under 5% | 2023 |
Rothschild Wealth LLC reports $751.1 million in regulatory assets under management on its Form ADV.
Rothschild Wealth LLC manages 1 private funds with combined gross assets of $1.8 million.
Rothschild Wealth LLC reports 22 employees.
Rothschild Wealth LLC is based in Oakbrook, IL and has been SEC-registered since 2012.
Rothschild Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 700 Commerce Drive, Suite 170, Oakbrook, IL 60523 |
| Phone | 630-448-5711 |
| Fax | 630-448-5758 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $706.8M |
| Non-discretionary | $44.4M |
| Total (RAUM) | $751.1M |