Rothschild Investment

Asset Manager SEC-registered adviser

Legal name: Rothschild Investment LLC

Chicago, IL Website LinkedIn

AUM

$2.8B
Regulatory AUM

Private funds

1
Venture Capital 1

Private fund assets

$1.5M
Gross asset value

Employees

39

Last Form D raise

—

From SEC Form ADV filing (filed Mar 30, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

J
James Allyn Franke
Member, Officer
Source: SEC Form ADV
J
Joel Edward Solomon
Member, Officer
Source: SEC Form ADV
P
Phillip Eugene Johnson
Member, President
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Rothschild Wv II, LPVenture Capital$1.5M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
728
SEC file number
801-7395

Sources