{"url":"https://nivawealth.com/firms/rothschild-capital-partners-161688","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/161688","regulatoryAum":469731208,"crd":"161688","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6719213","suffix":null,"lastName":"COOK","firstName":"MARGUERITE","middleName":"AMBROSETTI"},{"crd":"7797829","suffix":null,"lastName":"DAME","firstName":"JOHN","middleName":"SPENCER 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They include 57 high-net-worth individuals, 7 individual clients and 3 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 17 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Rothschild Capital Partners offer?","answer":"Rothschild Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Rothschild Capital Partners use?","answer":"Rothschild Capital Partners’ separately managed account assets are held at Wilmington Trust Company (Baltimore, MD), with $174M and Charles Schwab & Co., Inc. (El Paso, TX), with $39.7M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Rothschild Capital Partners have?","answer":"Rothschild Capital Partners has 5 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Rothschild Capital Partners invest in?","answer":"At the end of its last fiscal year, Rothschild Capital Partners’ separately managed accounts held 89% exchange-traded equities, 9% cash and equivalents and 2% other. The 2% other category is described as: Mutual Funds & Fixed Income. It advises 2 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Rothschild Capital Partners?","answer":"Rothschild Capital Partners’ direct owner is David Rothschild (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 17 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Rothschild Capital Partners get paid?","answer":"Rothschild Capital Partners is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Rothschild Capital Partners?","answer":"Rothschild Capital Partners’ main office is at 5 East 82nd Street, #3, New York, NY 10028. Its phone number is 212-931-5303. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}