DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Manager

Rothschild Asset Management Inc.

EIN 132544634
Public LPs on the tape
1
distinct allocators disclosing a fund
Commitment rows
1
0 dated closings
Disclosed commitments
n/a
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
9
Schedule C investment manager rows
Who backs this manager
1 allocators
AllocatorRowsRe-upsDisclosed $BucketsFirstLatest
Sdc-League Pension Fund10Pooled vehiclesAug 31, 2023Aug 31, 2023
Funds on the tape
1 vehicles
Corporate and Taft-Hartley plans (Schedule C)
9 plans
Commitment rows
1 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Aug 31, 2023Sdc-League Pension FundRothschild Small-Cap Trust103 12 iePooled vehicles$3.3M heldDisclosed holdingaskebsa.dol.gov
What changed
  • Dec 31, 2024Manager relationship endedinferenceTruck Drivers & Helpers Local Union No. 355 Retirement Plan
    Rothchild Asset Management no longer appears on Truck Drivers & Helpers Local Union No. 355 Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Rothschild Asset Management Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferenceRetirement Plan for Employees of Puget Sound Energy, Inc.
    Rothschild Asset Management Inc no longer appears on Retirement Plan for Employees of Puget Sound Energy, Inc.'s Schedule C as investment manager (plan year 2024 vs 2023)
    with Rothschild Asset Management Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferenceThe New York Times Companies Pension Plan
    Rothschild Asset Management Inc. no longer appears on The New York Times Companies Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Rothschild Asset Management Inc.askebsa.dol.gov
  • Aug 31, 2024Holding endedinferenceSdc-League Pension Fund
    Sdc-League Pension Fund no longer reports Rothschild Small-Cap Trust (Rothschild Asset Management Inc.) (last held $3M at 2023-08-31; absent from the 2024-08-31 filing)
    with Rothschild Asset Management Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceWestern Glaziers Retirement Plan
    Rothschild Asset Management Company no longer appears on Western Glaziers Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Rothschild Asset Management Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceNavy Federal Credit Union Employees' Retirement Plan
    Rothchild & Co. Asset Management US no longer appears on Navy Federal Credit Union Employees' Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Rothschild Asset Management Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceTeco Energy Group Retirement Plan
    Rothschild Asset Management no longer appears on Teco Energy Group Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Rothschild Asset Management Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceUBS Financial Services Inc. Pension Plan
    Rothschild Asset Management Inc. no longer appears on UBS Financial Services Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Rothschild Asset Management Inc.askebsa.dol.gov