# Rothschild & Co.: portfolio, investments and team > Rothschild & Co. is an investment bank based in France. 12 investments on record, latest Sept 2007. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/rothschild-merchant-banking (Millionrounds; every figure on the page links to its filing or article) France · [Investor](https://millionrounds.com/investors) # Rothschild & Co. Last cheque observed Sep 2007. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Follow Rothschild & Co. and see its new cheques in your feed. [Sign up free](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Frothschild-merchant-banking) Quiet New fund $215M, Apr 2018 Investment bank Growth Buyout Debt Internet Telecommunications Banking Cheques on record **0%** of best year **0** **cheques in 12 months**, 12 on record Since the last cheque **6984** days **00** hrs **00** min **00** sec Median round **$7.6M** Rounds led **0 of 12** Sole investor **1 rounds** Exits **3 from the portfolio** Mostly in **United States, 30%** Pitch Rothschild & Co. ## Rothschild & Co. highlights - 01 12 rounds on record - 02 Mostly Series B and Series C: 67% of its rounds - 03 Sole investor in 1 rounds, median $4.0M - 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:** Growth Buyout Debt - **Sectors:** Internet Telecommunications Banking - **Based in:** Paris, France - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **12 appearances** - **2007** 4 rounds - **Sept** **[LDR Holding](https://millionrounds.com/company/ldr-holding)** Series C · US **$25M** With 3 others - **Jun** **[Exclusive Networks](https://millionrounds.com/company/exclusive-networks)** Venture · FR · exclusive-networks.com **$4.0M** Sole investor - **Apr** **[aveni](https://millionrounds.com/company/aveni)** Series C · FR **$5.3M** With 3 others - **Feb** **[ip.access](https://millionrounds.com/company/ip-access)** Series B · GB **$10M** With 5 others - **2006** 1 round - **Dec** **[Eve.com](https://millionrounds.com/company/eve-com)** Series B · IS **$6.6M** With 3 others - **2005** 1 round - **Aug** **[aveni](https://millionrounds.com/company/aveni)** Series B · FR **$15M** With 4 others - **2004** 2 rounds - **Jun** **[Emulation and Verification Engineering](https://millionrounds.com/company/emulation-and-verification-engineering)** Series B · US **$7.2M** With 4 others - **Jun** **[Eve.com](https://millionrounds.com/company/eve-com)** Series A · IS **$7.2M** With 4 others - **2003** 1 round - **Nov** **[Esmertec AG](https://millionrounds.com/company/esmertec-ag)** Series C · CH **$27M** With 7 others - **2002** 1 round - **Feb** **[Solsoft](https://millionrounds.com/company/solsoft)** Venture **$8.0M** With 3 others - **2001** 2 rounds - **Sept** **[Presence Online](https://millionrounds.com/company/presence-online)** Series B **$3.4M** With 2 others - **Mar** **[Drug Abuse Sciences](https://millionrounds.com/company/drug-abuse-sciences)** Series A · US **$46M** With 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 registration **24 named** AL **Adam Lehrhoff** Executive Officer i Filing they signed AD **Aldo Di Rienzo** Director of Rothschild & Co Credit Management Limited i Form ADV AA **Alexander Arnold Macphee** Director i Form ADV AJ **Ari Jacob Benacerraf** Executive Officer i Form ADV CL **Christian Louis Rene Bouet** Director i Form ADV CS **Christian Samuel James Lowe** Director i Form ADV CL **Christopher Lewis Coleman** Director i Form ADV CL **Cynthia Lopez** Senior Compliance Officer i Form ADV DR **David Robert Devlin** CCO i Form ADV DN **Dominic Nadeau** Executive Officer i Form ADV FB **Fiona Baker** Executive Officer i Form ADV FC **Francis Carpenter** Executive Director i Form ADV GA **Gary Alan Powell** Director i Form ADV HE **Heidimarie Eleonore Skor** Director i Form ADV HJ **Helen Janet Watson** Director, CEO i Form ADV JA **Javed Ahmad Khan** Member of the Management Board i Form ADV JC **Jean Courreges** Executive Director i Form ADV JK **Joerg Kopp** Executive Director i Form ADV JA **John Andrew King** Director i Form ADV JM **John Murray Carroll** Executive Officer i Form ADV JW **Jonathan Westcott** Director of Rothschild & Co Credit Management Limited i Form ADV KM **Kelly M Henry** Chief Compliance Officer i Form ADV ML **Marc-Olivier Laurent** Executive Officer i Filing they signed MD **Michael Dale Hatley** Chief Investment Officer, Managing Director i Form 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 **$55B** assets it manages, 5 advisers combined Oct 2026 **Exempt** reporting adviser venture or small private funds - **Legal name:** ROTHSCHILD & CO INVESTMENT MANAGERS (FKA PO PARTICIPATIONS) - **SEC number:** CRD 136191 Funds on its Form ADV **24** private funds, **$7.5B** in gross assets · filed Dec 2023 Securitised assets **22** Private equity **2** - Contego CLO IX DAC *Securitised assets* 15 investors $478M - Contego CLO VII DAC *Securitised assets* 32 investors $477M - Contego CLO VIII DAC *Securitised assets* 28 investors $442M - Contego CLO VI DAC *Securitised assets* 28 investors $424M - Contego CLO V DAC *Securitised assets* 20 investors $422M - Ocean Trails CLO XIV *Securitised assets* 1 investor $405M - Contego CLO XI DAC *Securitised assets* 25 investors $399M - Ocean Trails CLO XI *Securitised assets* 1 investor $397M - Ocean Trails CLO 8 *Securitised assets* 1 investor $378M - Ocean Trails CLO V *Securitised assets* 3 investors $375M And 14 more on the filing. ## Exits from the portfolio Companies it backed that were later bought or listed **3 in all** **[LDR Holding](https://millionrounds.com/company/ldr-holding)** Listed **$75M** Oct 2013 **[Emulation and Verification Engineering](https://millionrounds.com/company/emulation-and-verification-engineering)** Bought by [Synopsys](https://millionrounds.com/fund/synopsys) **Undisclosed** Oct 2012 **[Solsoft](https://millionrounds.com/company/solsoft)** Bought by Exaprotect **Undisclosed** Jan 2006 An exit counts when it came after the firm's first round in the company. From historical deal records. New fund on file **$215M** raised in Apr 2018 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Growth Buyout Debt Median round joined **$7.6M** the round, not its cheque Alone, median **$4.0M** Led 0 of 12 rounds **0%** - **Sole investor:** 1 rounds - **Last cheque:** Sept 2007 - **Exits:** 3 from the portfolio Rounds by stage said on their site - Series B *5* - Series C *3* - Series A *2* - Venture *2* - Growth said *-* - Buyout said *-* - Debt said *-* Cheques by year Led Joined 2001 2007 Often in the room with - [Auriga Partners](https://millionrounds.com/fund/auriga-partners) 6 - [Groupe Siparex](https://millionrounds.com/fund/groupe-siparex) 3 - [Partech Ventures](https://millionrounds.com/fund/partech) 3 - [Credit Lyonnais Securities](https://millionrounds.com/fund/credit-lyonnais-securities) 2 - [Crédit Lyonnais Private Equity](https://millionrounds.com/fund/credit-lyonnais-private-equity) 2 - [Intel Capital](https://millionrounds.com/fund/intel-capital) 2 **Pitching Rothschild & Co.?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## 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 Partners** VC firm **6** rounds together](https://millionrounds.com/fund/auriga-partners)[**Groupe Siparex** VC firm **3** rounds together](https://millionrounds.com/fund/groupe-siparex)[**Partech Ventures** VC firm **3** rounds together](https://millionrounds.com/fund/partech)[**Credit Lyonnais Securities** Investment firm **2** rounds together](https://millionrounds.com/fund/credit-lyonnais-securities)[**Crédit Lyonnais Private Equity** VC firm **2** rounds together](https://millionrounds.com/fund/credit-lyonnais-private-equity)[**Intel Capital** Corporate VC **2** rounds together](https://millionrounds.com/fund/intel-capital) ## 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](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=rothschild-merchant-banking) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=rothschild-merchant-banking)