Rothschild Larch Lane Management Company LLC (Rye Brook)

Rothschild Larch Lane Management Company LLC is an investment adviser to an investment company based in Rye Brook. It manages $59 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014.

Rothschild Larch Lane Management Company provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rothschild Larch Lane Management Company: assets under management

The assets under management (AUM) of Rothschild Larch Lane Management Company LLC is $59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $59 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rothschild Larch Lane Management Company LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rothschild Larch Lane Management Company LLC

Barry Scott Ipp joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Larch Lane Advisors Llc	Member	1 Apr 2014	50% - 75%	137682
Rothschild Asset Management Inc	Member	1 Apr 2014	50% - 75%	110349
David Jay Katz	Manager	1 Apr 2014	Other	2813039
Ross Michael Weissman	Manager	1 Apr 2014	Other	4612569
Marc Francois Romano	Manager	1 Apr 2014	Other	5315724
Stephen Anthony Mcshea	Chief compliance officer	1 Apr 2014	Other	5729771
Michael Anthony Tamasco	Manager	1 Apr 2014	Other	2374062
Alexandra Georgia Lyras	Chief compliance officer	1 Feb 2015	Other	6456631
Michael John Woods	Chief executive officer	1 Mar 2015	Other	2075819
Tom Wayne Rawlings	Manager	1 Mar 2015	Other	5080094
Rafael Steven Labourdette	Chief financial officer	1 Jan 2016	Other	6594048
Jane Shahmanesh	Chief compliance officer	1 May 2016	Other	4264734
Fiera Capital Inc.	Member	1 Jul 2016	50% - 75%	113638
Barry Scott Ipp	Chief compliance officer	1 Aug 2016	Other	6458544

Indirect Owners

The SEC currently registers 24 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Rothschild North America Inc.	Parent of rothschild asset managment inc.	1 Dec 1987	75% - 100%	13-3438524
Rothschild Concordia Ag	Shareholder	1 Apr 1990	50% - 75%	00-0000000
Rothschilds Continuation Holdings Ag	Shareholder, common voting	1 Jul 2003	75% - 100%	00-0000000
Concordia Holding Sarl	Shareholder	1 Jul 2003	75% - 100%	00-0000000
Inc. Arvestia	Shareholder	1 Oct 2006	50% - 75%	00-000000
Inc. Djm Capital	Shareholder	1 Oct 2006	50% - 75%	00-000000
Fiera International Inc	Shareholder	1 Oct 2006	75% - 100%	00-000000
Fiera Corporation	Shareholder	1 Oct 2006	75% - 100%	00-000000
Paris Orleans Holding Bancaire Sas	Shareholder	1 Jan 2008	75% - 100%	00-0000000
Paris Orleans Sca	Shareholder	1 Jan 2008	75% - 100%	00-0000000
Rothschold Concordia Sas	Shareholder	1 Jan 2008	50% - 75%	00-0000000
Rothschild Concordia Sas	Shareholder	1 Jan 2008	50% - 75%	00-0000000
Lp Fiera Capital	Shareholder	1 Sep 2010	25% - 50%	00-000000
Inc. Fiera Holdings	General partner	1 Sep 2010	75% - 100%	00-000000
Desjardins Financial Corporation	Shareholder	1 Jan 2011	25% - 50%	00-000000
Natcan Investment Management	Shareholder	1 Apr 2012	25% - 50%	00-000000
National Bank Of Canada	Shareholder	1 Apr 2012	75% - 100%	00-000000
Paris Orleans Holding Bancaire Sas	Shareholder	1 Jun 2012	25% - 50%	00-0000000
Larch Lane Holdings I L.P.	Sole member of larch lane advisors llc	1 May 2013	75% - 100%	61-1708016
Mark Alan Jurish	Limited partner	1 May 2013	50% - 75%	2365816
Larch Lane Holdings Gp Llc	General partner of larch lane holdings i l.p.	1 May 2013	Other	46-2349827
Fiera Us Holding Inc.	Sole shareholder	1 Oct 2013	75% - 100%	46-3936165
Fiera Capital Corporation	Sole shareholder	1 Oct 2013	75% - 100%	154966
Jean Guy Desjardins	Shareholder	1 Oct 2013	75% - 100%	4341072

Based in Rye Brook

The principal office where Rothschild Larch Lane Management Company LLC performs its advisory services is located at C/O Larch Lane Advisors Llc, Rye Brook, NY 10573, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 914-798-7600 or by fax 914-251-1200. The normal business hours are 8:30am - 5:00pm on Monday - Friday.