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ROCKEFELLER CAPITAL MANAGEMENT
NEW YORK, NY
212-549-5100
SEC #801-114033Total AUM
$99.6B
Employees
1,005Clients
50,292Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
45 ROCKEFELLER PLAZA
FLOOR 5
NEW YORK
NY 10111
United States
FLOOR 5
NEW YORK
NY 10111
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
212-549-5100
Other Offices
67
Financials
Total AUM
$99.6B
Accounts
95,368Discretionary
$93.5B
Accounts
92,609Non-Discretionary
$6.1B
Accounts
2,759
Clients
Individual Clients
32,546AUM
$12.8B
HNW Individual Clients
15,255AUM
$69.4B
Pension/Profit Sharing Plan Clients
911AUM
$4.4B
Charitable Organization Clients
275AUM
$2.4B
Government Entity Clients
7AUM
$275.2M
Insurance Company Clients
3AUM
$470.8M
Corporation or Business Clients
1,295AUM
$9.9B
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.