Rothschild Capital Partners

Rothschild Capital Partners, LLC is an SEC-registered investment adviser based in New York, established in 1997 as RT Capital Management, LLC before changing its name in 2013. The firm specializes in providing discretionary portfolio management services to private funds, high-net-worth individuals, and institutional investors. They offer wealth planning and consulting services within their Wealth and Engagement Planning Division. The firm manages two private funds, Rothschild Cornerstone Fund, LP, and Rothschild Technology Partners, LP, as well as a segregated portfolio of a n Adviser organized under the laws of the Cayman Islands. For separately managed accounts (SMAs), the firm charges an asset-based management fee typically between 0.875% and 1% of the NAV of the account. Clients may impose restrictions on investing in certain securities or types of securities. The firm exercises investment discretion for the Funds, the Sub-Advised Fund, and SMAs, with specific investment strategies outlined in their offering documents. Rothschild Capital Partners has no disciplinary history and does not receive compensation from non-clients. The firm maintains custody of client assets and has a Proxy Voting Policy to vote proxies in the best interest of clients. Clients can request the firm's Proxy Voting Policy and information on how proxies were voted. The firm does not have any financial conditions that may impair its ability to meet its commitments to clients.