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.