ROTHSCHILD CAPITAL PARTNERS, LLC
Legal name: ROTHSCHILD CAPITAL PARTNERS
CRD #161688 SEC #801-73843 NEW YORK, NY 212-931-5303
SEC Registered Private Funds
Total AUM
$467.8M
Discretionary
$467.8M
Employees
8
Clients
10
Accounts
76
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COOK, MARGUERITE, AMBROSETTI | I | PRESIDENT OF WEALTH AND ENGAGEMENT PLANNING | NA | Control |
| COOK, MARGUERITE, AMBROSETTI | I | PRESIDENT OF WEALTH AND ENGAGEMENT PLANNING | NA | Control |
| COOK, MARGUERITE, AMBROSETTI | I | PRESIDENT OF WEALTH AND ENGAGEMENT PLANNING | NA | Control |
| COOK, MARGUERITE, AMBROSETTI | I | PRESIDENT OF WEALTH AND ENGAGEMENT PLANNING | NA | Control |
| COOK, MARGUERITE, AMBROSETTI | I | PRESIDENT OF WEALTH AND ENGAGEMENT PLANNING | NA | Control |
| Connor, Justin, Marcus | I | MANAGING DIRECTOR | NA | |
| Cook, Marguerite, A | I | PRESIDENT OF WEALTH AND ENGAGEMENT PLANNING | NA | Control |
| Cook, Marguerite, A | I | PRESIDENT OF WEALTH AND ENGAGEMENT PLANNING | NA | Control |
| DAME, JOHN, SPENCER ROTHSCHILD | I | GENERAL COUNSEL | NA | Control |
| DAME, JOHN, SPENCER ROTHSCHILD | I | GENERAL COUNSEL | NA | Control |
| DAME, JOHN, SPENCER ROTHSCHILD | I | GENERAL COUNSEL | NA | Control |
| DAME, JOHN, SPENCER ROTHSCHILD | I | GENERAL COUNSEL | NA | Control |
| DAME, JOHN, SPENCER ROTHSCHILD | I | GENERAL COUNSEL | NA | Control |
| DAME, JOHN, SPENCER ROTHSCHILD | I | GENERAL COUNSEL | NA | Control |
| DAME, JOHN, SPENCER ROTHSCHILD | I | GENERAL COUNSEL | NA | Control |
| DEHLI, JODI, ANN | I | PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| DEHLI, JODI, ANN | I | PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| DEHLI, JODI, ANN | I | PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| HEMING, BETH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEMING, BETH, ANN | I | SENIOR RESEARCH ANALYST | NA | Control |
| HEMING, BETH, ANN | I | SENIOR RESEARCH ANALYST | NA | Control |
| HEMING, BETH, ANN | I | SENIOR RESEARCH ANALYST | NA | Control |
| HEMING, BETH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEMING, BETH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEMING, BETH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEMING, BETH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEMING, BETH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEMING, BETH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEMING, BETH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEMING, BETH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEMING, BETH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEMING, BETH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEVENSON, MICHAEL | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVENSON, MICHAEL | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVENSON, MICHAEL | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVENSON, MICHAEL | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVENSON, MICHAEL | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVENSON, MICHAEL | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVENSON, MICHAEL | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVENSON, MICHAEL | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVENSON, MICHAEL | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVENSON, MICHAEL | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVENSON, MICHAEL | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVENSON, MICHAEL | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVENSON, MICHAEL, JEFFREY | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVENSON, MICHAEL, JEFFREY | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVENSON, MICHAEL, JEFFREY | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVENSON, MICHAEL, JEFFREY | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVENSON, MICHAEL, JEFFREY | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| PETERSON, JODI, DEHLI | I | MANAGING DIRECTOR | NA | Control |
| POHLAD, JOHN, MICHAEL | I | DIRECTOR OF STRATEGIC DEVELOPMENT | NA | |
| RODMAN, LEONARD, DANIEL | I | PORTFOLIO MANAGER | NA | |
| RODMAN, LEONARD, DANIEL | I | PORTFOLIO MANAGER | NA | Control |
| RODMAN, LEONARD, DANIEL | I | PORTFOLIO MANAGER | NA | Control |
| RODMAN, LEONARD, DANIEL | I | PRINCIPAL | NA | Control |
| RODMAN, LEONARD, DANIEL | I | PORTFOLIO MANAGER | NA | Control |
| ROTHCHILD, STANFORD, ZADOC | I | SENIOR ADVISER | NA | Control |
| ROTHSCHILD, STANFORD, ZADOC | I | SENIOR ADVISER, SENIOR PORTFOLIO MANAGER | NA | Control |
| SHANHOLTZ, LAURA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHANHOLTZ, LAURA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHANHOLTZ, LAURA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, ARCH, COLWELL | I | SENIOR PORTFOLIO MANAGER | NA | |
| SMITH, ARCH, COLWELL | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| SMITH, ARCH, COLWELL | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| SMITH, ARCH, COLWELL | I | MANAGING DIRECTOR | NA | Control |
| SMITH, ARCH, COLWELL | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | Control |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | Control |
| WOOD, JASON, BARRETT | I | MANAGING DIRECTOR | NA | Control |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | Control |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | Control |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | Control |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | Control |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | Control |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | Control |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | Control |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | Control |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | Control |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| WOOD, JASON, BARRETT | I | EXECUTIVE VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| WOOD, JASON, BARRETT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WOOD, JASON, BARRETT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WOOD, JASON, BARRETT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WOOD, JASON, BARRETT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WOOD, JASON, BARRETT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER | E | Control |
| ROTHSCHILD, DAVID, DALSEMER | I | CHIEF EXECUTIVE OFFICER | E | Control |
Registrations
Federal
IA
Jun 6, 2025 REGISTERED
Notice Filings (8)
DC FL IL MD MN NJ NY VA
Address
5 EAST 82ND STREET#3
NEW YORK, NY 10028
United States
Phone: 212-931-5303