Sign in Sign up for free

Rothschild Realty Managers, LLC (New York)


Rothschild Realty Managers, LLC is a large advisory firm based in New York. It manages $1.86 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of New York.

Logo

Rothschild Realty Managers provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rothschild Realty Managers: assets under management

The assets under management (AUM) of Rothschild Realty Managers, LLC is $1.86 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.86 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $186.23 million each.
Rothschild Realty Managers has custody of $1.86 billion in cash and securities for 10 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rothschild Realty Managers, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Rothschild Realty Managers, LLC performs its advisory services is located at 1251 Avenue Of The Americas, New York, NY 10020, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-403-3622 or by fax 212-403-3520. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at ww.rrmanagers.com.


Registered investment advisers similar to Rothschild Realty Managers, LLC