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Rothman Investment Management
ROTHMAN INVESTMENT MANAGEMENT, LLC is an SEC-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 an SEC-registered investment adviser in ATASCADERO, CA. The firm manages $105 million in assets, $104 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
Single Family Office
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.
How does Rothman Investment Management source proprietary deal flow?
The firm likely relies on direct relationships with GPs and co-investors in real estate and private credit. There is no public evidence of a formal sourcing team or platform.
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.
Is Rothman Investment Management a single or multi-family office?
Public records indicate it is a single-family office managed for the Rothman family. There is no evidence of external client capital being accepted.
What is Rothman Investment Management's known posture on co-investments?
Based on typical family-office behavior, the firm likely participates in co-investments alongside selected GPs in real estate and private credit. No specific co-investment deals are documented.
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.
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