Rockefeller Capital Management

Overview

Rockefeller Capital Management is an independent wealth management and financial services firm that offers a range of services, including family office, asset management, and strategic advisory, to high-net-worth individuals, families, institutions, and corporations. The firm is headquartered in New York City and operates over 40 offices across the United States, with an additional office in London. As of January 2025, it manages assets totaling $151 billion. The firm's investment strategy encompasses a diverse array of asset classes, including private equity, real estate, venture capital, fixed income, hedge funds, commodities, and ESG-focused investments. It engages in various investment stages, from seed funding to buyouts and distressed asset acquisitions. Geographically, Rockefeller Capital Management focuses on the United States and the United Kingdom, with investments spanning multiple industries such as technology, healthcare, financial services, consumer goods, energy, real estate, media, telecommunications, industrial goods, utilities, materials, consumer services, transportation, basic materials, and consumer non-durables. With a legacy rooted in the Rockefeller family's commitment to financial stewardship, the firm emphasizes personalized financial solutions, generational wealth planning, and strategic advisory services. Its approach combines innovation with long-standing trust, aiming to help clients achieve their long-term financial goals and preserve wealth for future generations.

Investment Focus

• High-net-worth individuals and families
• Institutions and corporations seeking comprehensive wealth management and financial services

Portfolio Companies