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 Source
[IAPD]
[EDGAR]
[Website] [LinkedIn]
Total AUM ($B)
20 16 12 8 4 0 2001 2009 2017 2025
AUM Breakdown
Accounts
AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)
(b) Individuals (high net worth individuals)
(c) Banking or thrift institutions
(d) Investment companies
(e) Business development companies
(f) Pooled investment vehicles
(g) Pension and profit sharing plans
(h) Charitable organizations
(i) State or municipal government entities
(j) Other investment advisers
(k) Insurance companies
(l) Sovereign wealth funds and foreign official institutions
(m) Corporations or other businesses not listed above
(n) Other
Total
By Discretionary
Discretionary
Non-Discretionary
Total
By Non-United States Persons
Non-United States Persons
United States Persons
Total
Firm Profile (Form ADV) Discretionary AUM $9.6B Clients 42 (3 non-US) Serves Institutional, Retail Fund Types Hedge Fund, Private Equity LEI 254900AS2JCFQJX9T709
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