Rothschild Capital Partners, LLC
Rothschild Capital Partners, LLC is an SEC-registered investment adviser headquartered in New York, NY. Founded in 2012, the firm manages assets primarily for institutional and high net worth clients. It employs approximately 8 professionals and focuses on long-term wealth management and institutional investing strategies.
Investment Strategy
Rothschild Capital Partners pursues institutional investment strategies with a focus on long-term value creation and wealth preservation. Their investment approach involves a diversified portfolio across different asset classes, aiming for steady returns and risk management. The firm prioritizes research-driven asset allocation, seeking to support both institutional and high net worth clients in achieving their financial objectives.
Top Holdings
Equity Positions (91)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPM | JPMORGAN CHASE & CO. | 8.71% | $33.2M | 114,468 | $81.41 | $289.91 | +$5.1M |
A AMZN | AMAZON COM INC | 8.36% | $31.9M | 145,178 | $47.99 | $219.39 | +$4.3M |
A AAPL | APPLE INC | 8.23% | $31.4M | 152,863 | $43.93 | $205.17 | -$3.7M |
M MSFT | MICROSOFT CORP | 7.51% | $28.6M | 57,555 | $211.51 | $497.41 | +$7.0M |
X XLI | SELECT SECTOR SPDR TR | 6.67% | $25.4M | 172,270 | $111.84 | $147.52 | +$2.3M |