Rothschild & Co Asset Management U.S

What Rothschild & Co Asset Management U.S does

Rothschild & Co Asset Management U.S. is the U.S. component of Rothschild & Co SCA (Euronext Paris: ROTH), a publicly listed yet family-controlled global financial services group headquartered in Paris with origins dating to 1817 and seven generations of Rothschild family ownership. The U.S. operations span offices in New York (regional headquarters at 900 Third Avenue), Los Angeles, San Francisco, Boston, Santa Monica, and Manhattan Beach, providing investment advisory and wealth management services to U.S.-based institutions, families, and ultra-high-net-worth individuals.

The group's offering is organized into four complementary divisions: Global Advisory (M&A and strategic advisory, debt advisory and restructuring, and global markets solutions including equity capital markets and investor advisory); Wealth Management (discretionary portfolio management, investment advisory, structured products, private assets, sustainable investing, and a digital client portal called eAccess); Asset Management (bespoke open-architecture investment solutions); and Five Arrows (alternative assets spanning corporate private equity, secondaries via Five Arrows Secondary Opportunities, multi-strategy mandates, direct lending, and credit management, with €30+ billion in AUM). The U.S. footprint supports North American client coverage across the advisory and asset management franchises, including Arrowpoint Advisory, the North American investment banking subsidiary.

Revenue is generated primarily through management fees on assets under management, performance fees, advisory transaction fees on M&A and capital markets mandates, and interest income from private banking lending. The go-to-market is relationship-driven: advisory bankers and private wealth managers operate directly with corporate clients, governments, sovereign wealth funds, private equity firms, and UHNW families across 50+ countries, supported by an integrated network of 4,800 financial services specialists. Pricing is bespoke and not publicly disclosed, varying with transaction complexity and AUM scale, and the firm distributes through direct advisory relationships rather than digital or transactional channels.

Name

Rothschild & Co Asset Management U.S

Legal name

Rothschild & Co SCA

Website

https://rothschildandco.com

Company type

Public

Founded year

1817

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Rothschild & Co Asset Management U.S. is the North American arm of Rothschild & Co SCA, a family-controlled global financial services group offering bespoke investment management, wealth advisory, M&A advisory, and alternative asset solutions to corporations, governments, and ultra-high-net-worth families.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Miscellaneous Financial Investment Activities (523999)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns) (FSAAAJAJ)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Corporate Finance & Capital Advisory (BPAHADAB), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

Keywords

• Investment management services
• Wealth management advisory
• Alternative asset management
• Mergers and acquisitions advisory
• Private banking services

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices49 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Global Advisory: M&A advisory, strategic advisory, debt advisory, restructuring, equity capital markets, and investor advisory services generating advisory fees from corporate and government clients on transactions.
2. Wealth Management: Comprehensive wealth management services including discretionary portfolio management, investment advisory, private banking, lending, and family office services. Revenue generated through management fees, performance fees, and interest income.
3. Asset Management: Bespoke investment solutions and asset management services with €30+ billion in assets under management (Five Arrows division). Revenue from management fees on assets under management.
4. Five Arrows (Alternative Assets): Private equity, direct lending, credit management, and multi-strategy alternative investment products. Five Arrows manages €30+ billion across corporate private equity, secondaries, direct lending, and credit strategies.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Rothschild & Co Asset Management delivers bespoke investment solutions through an open-architecture approach as part of a four-division financial services group spanning Global Advisory, Wealth Management, Asset Management, and Five Arrows alternative assets. Services include discretionary portfolio management, investment advisory, private equity, direct lending, credit management, and multi-strategy alternative investment products for institutional, corporate, government, and ultra-high-net-worth clients.

Product overview

Rothschild & Co operates as a unified financial services group with four complementary business divisions: Global Advisory, Wealth Management, Asset Management, and Five Arrows (Alternative Assets). Asset Management delivers innovative, bespoke investment solutions through an open-architecture approach. Wealth Management provides comprehensive private banking services globally including discretionary portfolio management, investment advisory, structured products, and private assets. The group also offers digital client services such as eAccess portals. In France, the Wealth Management business operates under the Rothschild & Co Martin Maurel brand.

Differentiator

Problem solved

Functional benefit

Brands

• Five Arrows Secondary Opportunities (FASO): A secondary private equity fund investing primarily in healthcare, business services, and software sectors across Europe and the United States.
• Five Arrows Multi-Stratégies
• Five Arrows Direct Lending
• Five Arrows Credit Management
• Rothschild & Co Martin Maurel

Products and services

• Asset Management

Named customers7 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Business 4 South AfricacoreStrategic or Co-development PartnerRothschild & Co played a central role in South Africa's pandemic response and economic recovery plan through Business 4 South Africa coalition, demonstrating commitment to national economic development and policy dialogue between government and business.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Houlihan Lokey: Houlihan Lokey is a global independent investment bank with leadership in M&A and restructuring advisory. Comparable to Rothschild & Co's Global Advisory division across multiple geographies and transaction sizes.
• PJT Partners: PJT Partners is an advisory-focused investment bank with strengths in M&A, restructuring, and capital markets. Compares to Rothschild & Co's Global Advisory business and shares the relationship-driven, independent-advisory positioning.
• Lazard: Lazard is a publicly-listed independent financial advisory and asset management firm. Comparable to Rothschild & Co in both Global Advisory (M&A, restructuring, capital markets) and asset management franchise, with similar UHNW wealth capabilities.
• Moelis & Company: Moelis is a global independent investment bank specializing in M&A, restructuring, and capital markets advisory. Comparable to Rothschild & Co's Global Advisory division in serving corporations on mid-to-large-cap M&A mandates.
• Centerview Partners: Centerview is an independent investment banking advisory firm. Directly comparable to Rothschild & Co's Global Advisory business, particularly on large-cap, complex M&A mandates for corporate and PE clients.
• Evercore: Evercore is a leading independent investment banking advisory firm focused on M&A and capital markets advisory. Closely comparable to Rothschild & Co's Global Advisory business, serving large corporations and institutions on complex transactions.

Broad incumbents

• JPMorgan Asset Management: JPMorgan Asset Management is the asset management arm of JPMorgan Chase. Overlaps with Rothschild & Co Asset Management and Five Arrows alternative investment offerings, though materially larger in AUM scale.
• UBS Group (incl. UBS Asset Management): UBS is a global universal bank with strong wealth management and asset management divisions. Comparable to Rothschild & Co's Wealth Management (UHNW franchise) and Asset Management businesses, though much larger with broader banking operations.
• Goldman Sachs Asset Management: Goldman Sachs Asset Management is a major global asset manager with private equity and alternative investment offerings. Comparable to Rothschild & Co's Asset Management and Five Arrows (alternatives) divisions, with much greater scale.

Emerging players

• Jefferies Financial Group: Jefferies is a full-service investment banking and capital markets firm with growing asset management. Somewhat comparable to Rothschild & Co's Global Advisory, though its capital markets business is broader and its asset management franchise is smaller than Rothschild & Co Asset Management's bespoke offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/rothschildandco
• Instagraminstagram.com/rothschildandco

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Rothschild & Co Asset Management U.S