DFX Intelligence

Allocator Intelligence

Rothschild Asset Management Inc.

Manager
EIN 132544634
Public LPs on the tape
1
distinct allocators disclosing a fund
Commitment rows
1
0 dated closings
Disclosed commitments
Not disclosed
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

6 more corporate plans and 3 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Who backs this manager

1 allocator
AllocatorRowsRe-upsDisclosed $BucketsFirstLatest
Sdc-League Pension Fund10Pooled vehiclesAug 31, 2023Aug 31, 2023

Funds on the tape

1 vehicle

Corporate and Taft-Hartley plans (Schedule C)

9 plans

+6 more corporate plans name this manager on Schedule C

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Commitment rows

1 row
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

+3 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Capital chain

Rothschild Asset Management Inc. sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

›Connections

every published relationship on the graph

+9 connections on the graph

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