Allocator Index · CRD 162442

ROTHSCHILD WEALTH LLC

Oakbrook, IL · 630-448-5711 · linkedin.com/companyrothschild-wealth-partners/posts/?feedview=all

SEC IAPD record ↗

Fit score

74

  • hnw>=500+22
  • aum $250M-$3.0B+22
  • any_private_fund+22
  • employees 3-60+8

HNW clients

1,614

Other individuals

1,955

HNW assets

$1.29B

Total AUM

$1.7B

Employees

27

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
ROTHSCHILD MADISON, LLCVenture Capital Fund$13.1M
ROTHSCHILD SWAG LLCVenture Capital Fund$1.8M