Rothschild & Co US Inc.

Broker-DealerFINRA MemberEst. 1968
Total AUM
Advisory reps
217
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
2910
Registered since
April 24, 1968

Firm profile

FINTRX

Overview

Rothschild & Co US Inc. is organized as a corporation and is classified as an investment bank. The entity has been SEC-registered since 1968. Ownership is described as a combination of a domestic entity and individuals. Publicly reported firm attributes indicate it does not operate as a capital allocator and it is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The available records do not include detail on fee schedules, client segments, specific advisory activities, or the firm's business lines beyond the investment bank classification. That, together with the absence of reported advisory metrics, suggests the U.S. corporate entity functions primarily in banking and advisory roles rather than as a traditional retail or institutional asset manager.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Tracy Feldman

    Chief Financial OfficerCRD 2575503

Contacts

3 of 216
  • Bajrangkumar Mandhania

    Bajrangkumar Mandhania

    DirectorCRD 6080484

  • Alan Xu

    Vice PresidentCRD 6319067

  • Babatunde Ogunleye-Johnson

    Babatunde Ogunleye-Johnson

    AssociateCRD 7759054

Unlock 213 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1251 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth