On August 1, 2023, Rothschild Investment LLC announced the acquisition of Sentinus LLC.
Under the terms of the agreement, Rothschild Investment (“Rothschild”) has acquired Sentinus LLC (“Sentinus”). The transaction will see Sentinus CEO Phil Johnson serve as president of Rothschild. Further terms of the deals were not disclosed.
Rothschild, based in Chicago, is a boutique wealth manager offering advisory services for high-net-worth individuals, family holding companies and trusts. Rothschild has approximately $5 billion in assets under management.
Sentinus, based in Oak Brook, Illinois, is an independent financial advisory firm offering investment advisory, insurance consulting, and estate planning services. As of April, 2023, Sentinus managed approximately $535 million in client assets.
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