France · Investor

Rothschild & Co.

Last cheque observed Sep 2007. Silence since then is not evidence of inactivity: our sources miss unannounced rounds.

QuietNew fund $215M, Apr 2018Investment bank

GrowthBuyoutDebtInternetTelecommunicationsBanking

Cheques on record
0%of best year0cheques in 12 months, 12 on record
Since the last cheque6984days00hrs00min00sec
Median round$7.6MRounds led0 of 12Sole investor1 roundsExits3 from the portfolioMostly inUnited States, 30%
Pitch Rothschild & Co.

Rothschild & Co. highlights

  1. 01

    12 rounds on record

  2. 02

    Mostly Series B and Series C: 67% of its rounds

  3. 03

    Sole investor in 1 rounds, median $4.0M

  4. 04

    3 exits from the portfolio

What they do

Five Arrows Our alternative assets arm, managing funds dedicated to private equity and private debt.From their own website
Type
Investment bank
Cheque size
Not stated
Stages
GrowthBuyoutDebt
Sectors
InternetTelecommunicationsBanking
Based in
Paris, France
Cold pitches
Not stated

The record

Every round we can evidence, newest first12 appearances

  1. 2007

    4 rounds

  2. Sept
    LDR HoldingSeries C · US$25MWith 3 others
  3. Jun
    Exclusive NetworksVenture · FR · exclusive-networks.com$4.0MSole investor
  4. Apr
    aveniSeries C · FR$5.3MWith 3 others
  5. Feb
    ip.accessSeries B · GB$10MWith 5 others
  6. 2006

    1 round

  7. Dec
    Eve.comSeries B · IS$6.6MWith 3 others
  8. 2005

    1 round

  9. Aug
    aveniSeries B · FR$15MWith 4 others
  10. 2004

    2 rounds

  11. Jun
    Emulation and Verification EngineeringSeries B · US$7.2MWith 4 others
  12. Jun
    Eve.comSeries A · IS$7.2MWith 4 others
  13. 2003

    1 round

  14. Nov
    Esmertec AGSeries C · CH$27MWith 7 others
  15. 2002

    1 round

  16. Feb
    SolsoftVenture$8.0MWith 3 others
  17. 2001

    2 rounds

  18. Sept
    Presence OnlineSeries B$3.4MWith 2 others
  19. Mar
    Drug Abuse SciencesSeries A · US$46MWith 6 others

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

The team

Named by the firm itself, on a filing, its Form ADV or its company registration24 named

ALAdam LehrhoffExecutive OfficeriFiling they signed
ADAldo Di RienzoDirector of Rothschild & Co Credit Management LimitediForm ADV
AAAlexander Arnold MacpheeDirectoriForm ADV
AJAri Jacob BenacerrafExecutive OfficeriForm ADV
CLChristian Louis Rene BouetDirectoriForm ADV
CSChristian Samuel James LoweDirectoriForm ADV
CLChristopher Lewis ColemanDirectoriForm ADV
CLCynthia LopezSenior Compliance OfficeriForm ADV
DRDavid Robert DevlinCCOiForm ADV
DNDominic NadeauExecutive OfficeriForm ADV
FBFiona BakerExecutive OfficeriForm ADV
FCFrancis CarpenterExecutive DirectoriForm ADV
GAGary Alan PowellDirectoriForm ADV
HEHeidimarie Eleonore SkorDirectoriForm ADV
HJHelen Janet WatsonDirector, CEOiForm ADV
JAJaved Ahmad KhanMember of the Management BoardiForm ADV
JCJean CourregesExecutive DirectoriForm ADV
JKJoerg KoppExecutive DirectoriForm ADV
JAJohn Andrew KingDirectoriForm ADV
JMJohn Murray CarrollExecutive OfficeriForm ADV
JWJonathan WestcottDirector of Rothschild & Co Credit Management LimitediForm ADV
KMKelly M HenryChief Compliance OfficeriForm ADV
MLMarc-Olivier LaurentExecutive OfficeriFiling they signed
MDMichael Dale HatleyChief Investment Officer, Managing DirectoriForm ADV

We also hold 121 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

What the register says

From the firm's own filings with the SEC, which it must file accurately by law

$55Bassets it manages, 5 advisers combinedOct 2026
Exemptreporting adviserventure or small private funds
Legal name
ROTHSCHILD & CO INVESTMENT MANAGERS (FKA PO PARTICIPATIONS)
SEC number
CRD 175510

Funds on its Form ADV

24 private funds, $7.5B in gross assets · filed Dec 2023

Securitised assets 22Private equity 2

  1. Contego CLO IX DACSecuritised assets15 investors$478M
  2. Contego CLO VII DACSecuritised assets32 investors$477M
  3. Contego CLO VIII DACSecuritised assets28 investors$442M
  4. Contego CLO VI DACSecuritised assets28 investors$424M
  5. Contego CLO V DACSecuritised assets20 investors$422M
  6. Ocean Trails CLO XIVSecuritised assets1 investor$405M
  7. Contego CLO XI DACSecuritised assets25 investors$399M
  8. Ocean Trails CLO XISecuritised assets1 investor$397M
  9. Ocean Trails CLO 8Securitised assets1 investor$378M
  10. Ocean Trails CLO VSecuritised assets3 investors$375M

And 14 more on the filing.

Exits from the portfolio

Companies it backed that were later bought or listed3 in all

LDR HoldingListed$75MOct 2013
Emulation and Verification EngineeringBought by SynopsysUndisclosedOct 2012
SolsoftBought by ExaprotectUndisclosedJan 2006

An exit counts when it came after the firm's first round in the company. From historical deal records.

Who they invest alongside

The investors most often in the same rounds as Rothschild & Co.. A count of rooms they were both in, not a relationship either has claimed.

Auriga PartnersVC firm6rounds togetherGroupe SiparexVC firm3rounds togetherPartech VenturesVC firm3rounds togetherCredit Lyonnais SecuritiesInvestment firm2rounds togetherCrédit Lyonnais Private EquityVC firm2rounds togetherIntel CapitalCorporate VC2rounds together

Quick answers about Rothschild & Co.

What does Rothschild & Co. invest in?

Rothschild & Co. invests most often at Series B and Series C (67% of the rounds on record), in sectors such as Internet, Telecommunications and Banking.

How active is Rothschild & Co.?

12 investments on record, 0 of them in the last 12 months. The most recent was in Sept 2007.

How big are Rothschild & Co.'s cheques?

The median round it joins is $7.6M.

Does Rothschild & Co. lead rounds?

Rarely, if at all: none of its 12 investments on record names it as the lead.

Where does Rothschild & Co. invest?

Most of the companies it backs are in the United States (30%), France (30%) and Iceland (20%).

Is Rothschild & Co. investing now?

No investments in the last 12 months; the latest was in Sept 2007.

Who does Rothschild & Co. invest alongside?

Most often Auriga Partners (6 rounds together), Groupe Siparex (3 rounds together) and Partech Ventures (3 rounds together).

What kind of investor is Rothschild & Co.?

Rothschild & Co. is an investment bank based in Paris, France.

Raising now?

Find the investors who back rounds like yours, and keep every conversation on one fundraising board.

Find similar investorsOpen your CRM

Built from the rounds we watched, its filings and its own website, refreshed every night. How we count · Report a correction · Is this your firm? Claim it