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Type	Result	AUM ($B)

Rockefeller Balanced Fund LP
Firm	Rockefeller & Co LLC ✚
Fund #	805-3793990842
CIK #
Sale
Fund	Other Private Fund
Phone
Address
Source	[IAPD]

Fund AUM and Sold ($M)

Fund Details
Director	Rockefeller & Co LLC
Custodian	The Northern Trust Company, State Street Bank and Trust Company, FNZ Trust Company LLC
Auditor	Deloitte & Touche LLP
Marketer
Broker
Jurisdiction

Comparable Firms	State	AUM ($B)
Capstone Asset Management LLC ✚		0.2
Trinetra Investment Management LLP ✚		0.2
Advanced Retirement Solutions LLC ✚		0.2
Sequoia Wealth Management Group LLC ✚		0.2
Trimarc Wealth Management LLC ✚		0.2
Black Knight Wealth Management LLC ✚		0.2
Forte Asset Management LLC ✚		0.2
Client First Capital LLC ✚		0.2
Invera Wealth Advisors LLC ✚		0.2
Bradford Financial Services Inc ✚		0.2

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