Rockefeller & Co Inc
- Assets, Funds, Holdings
| Rockefeller & Co Inc
|
| CRD # | 106264 |
| SEC # | 801-15106 |
| CIK # | 0000315123, 0001723502 |
| AUM |
|
| Employees |
159 (40% Investors, 2% Brokers)
|
| Phone | 212-549-5100 |
| Address | 10 Rockefeller Plaza
New York, NY 10020 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($B)
|
|
|
| Holdings by Sector ($B) |
|
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
268
|
0.1 |
| (b) Individuals (high net worth individuals) |
446
|
4.6 |
| (c) Banking or thrift institutions |
0
|
4.0 |
| (d) Investment companies |
6
|
1.2 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
42 |
3.6 |
| (g) Pension and profit sharing plans |
0 |
0.0 |
| (h) Charitable organizations |
79 |
1.2 |
| (i) State or municipal government entities |
0 |
0.4 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.2 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.5 |
| (m) Corporations or other businesses not listed above |
6 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
2,731 |
15.8 |
| By Discretionary |
| Discretionary |
2,586 |
15.5 |
| Non-Discretionary |
145 |
0.3 |
| Total |
2,731 |
15.8 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.9 |
| United States Persons |
|
14.9 |
| Total |
2,731 |
15.8 |
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