Rockefeller & Co.

Overview

Established in 1882 by John D. Rockefeller, Rockefeller & Co. is one of the world's first family offices dedicated to managing personal wealth. The firm offers a range of services, including wealth management, investment advisory, and family office services, catering to high-net-worth individuals, families, trusts, foundations, and endowments. Its investment approach emphasizes a long-term perspective, focusing on preserving and growing wealth across generations. The firm's investment strategy is diversified across various asset classes, including infrastructure, private equity, real estate, and venture capital. It engages in investments at multiple stages, from growth and late-stage to pre-IPO, buyouts, turnarounds, and distressed situations. Geographically, Rockefeller & Co. has a broad focus, investing in regions such as the United States, Canada, Europe, Asia, and South America. The firm targets a wide array of industries, including technology, healthcare, financial services, consumer goods, energy, telecommunications, media, transportation, industrial manufacturing, retail, real estate, education, agriculture, pharmaceuticals, and biotechnology. With a history spanning over a century, Rockefeller & Co. has built a reputation for its disciplined investment philosophy and commitment to client success. The firm's approach combines rigorous analysis with a deep understanding of market dynamics, aiming to deliver superior risk-adjusted returns. Its legacy of integrity and stewardship continues to guide its operations, ensuring that client interests remain at the forefront of its investment decisions.

Investment Focus

• High-net-worth individuals
• Families
• Trusts
• Foundations
• Endowments
• Institutions

Portfolio Companies