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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	State Street Bank and Trust Company, The Northern Trust Company, FNZ Trust Company LLC
Auditor	Deloitte & Touche LLP
Marketer
Broker
Jurisdiction

Comparable Firms	State	AUM ($B)
KRAL Financial Advisors LLC ✚		0.2
GLC Investment Advisors LLC ✚		0.2
Metronome Capital LLP ✚		0.2
ShoreVest Partners Ltd ✚		0.2
Richardson Wealth USA Limited ✚		0.2
Invera Wealth Advisors LLC ✚		0.2
Brahma Management LLC ✚		0.2
Pursue Wealth Partners LLC ✚		0.2
Adolos Asset Management ✚		0.2
Kelly Park Investment LLC ✚		0.2

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