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RIA · CRD 173139State-Registered Investment Adviser

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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...

Overview

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

Real EstatePrivate CreditHedge FundsInfrastructure

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.

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