Hollywood, FL Office

Rothschild Capital Partners provides discretionary portfolio management across both pooled private funds and separately managed accounts, and also offers wealth planning and consulting services. Its client base primarily includes individual and high-net-worth investors, as well as trusts, estates, and charitable organizations, and it also accepts institutional and sophisticated investors into its private fund vehicles.

The firm’s investment process combines a top-down macro view with fundamental, bottom-up security analysis, augmented by technical and sentiment inputs; strategies described in the brochure include long-term and short-term equity positions, short-selling, options trading, and the use of leveraged ETFs. Portfolios can be concentrated around core ideas and the Adviser manages legacy managed accounts with an approach historically aligned with one of its private funds.

Compared with many peer team firms, Rothschild Capital Partners is notable for operating private funds and serving as sub-adviser to a segregated pooled vehicle while also receiving performance-based allocations through affiliated general partner entities. The firm’s use of derivatives and borrowing (margin) within separately managed accounts, its management of a closed technology-focused fund with private equity holdings, and its structured procedures to address conflicts between fund and SMA clients distinguish its business model from typical advisory teams.