Updated:
Rothman Investment Management
ROTHMAN INVESTMENT MANAGEMENT, LLC is a state-registered investment adviser in ATASCADERO, CA. The firm manages $105 million in assets, $104 million on a...
Rothman Investment Management
ROTHMAN INVESTMENT MANAGEMENT, LLC is a state-registered investment adviser in ATASCADERO, CA. The firm manages $105 million in assets, $104 million on a discretionary basis. It has 4 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Corporate office
United States
Principals
Michael Rothman
Founder and Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Rothman Investment Management?
Michael Rothman is the founder and principal. He oversees investment decisions across asset classes. The firm does not publicly disclose an investment committee structure.
What investment stages does Rothman target?
The firm targets direct real estate deals (stabilized and value-add), direct lending, and hedge fund allocations (liquid and illiquid). Stage preference is not publicly specified beyond asset-class fit.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: