Washington, DC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Rothschild Capital Partners
Team
Firm-wide stats for Rothschild Capital Partners
Clients per advisor
13 Very LowAvg AUM per client
$3,328,207 Very HighHNW client ratio
89% Very HighAbout
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.
Based on Rothschild Capital Partners
Expertise
Based on Rothschild Capital Partners
Location
Washington DC
Advisors at this office
2
Advisors at this office
John D
Series 65
Washington, DC
Rothschild Capital Partners
John Dame is a financial advisor at Rothschild Capital Partners with a Series 65 credential and two years of industry experience. Before joining Rothschild Capital Partners in 2023, he worked at Feldman Jackson PC for five years and has experience at Montgomery County Circuit Court and Georgetown University Law Center. Rothschild Capital Partners provides discretionary portfolio management and wealth planning services to individual and high-net-worth investors, trusts, estates, charitable organizations, and institutional clients. The firm employs a combination of top-down macro analysis and fundamental bottom-up security evaluation, utilizing strategies that include long and short equity positions, options trading, and leveraged ETFs.
Harrison M
CFP®
Washington, DC
Rothschild Capital Partners
Harrison Mc Quaig is a CFP® at Rothschild Capital Partners with one year of industry experience. His prior roles include positions at Bogart Wealth, LLC, Resource Planning Group, Ltd, and G Squared Funding, LLC, as well as time at The University of Georgia. Rothschild Capital Partners provides discretionary portfolio management, wealth planning, and consulting services primarily for individual and high-net-worth investors, trusts, estates, and charitable organizations. The firm combines top-down macro analysis with fundamental and technical security evaluation and is notable for its private fund operations, use of derivatives and margin, and structured conflict management procedures.
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