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ROCKEFELLER & CO., INC.
NEW YORK, NY
212-549-5100
SEC #801-15106Total AUM
$15.8B
Employees
159Clients
852Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10 ROCKEFELLER PLAZA
3RD FLOOR
NEW YORK
NY 10020
United States
3RD FLOOR
NEW YORK
NY 10020
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
212-549-5100
Other Offices
2
Financials
Total AUM
$15.8B
Accounts
2,731Discretionary
$15.5B
Accounts
2,586Non-Discretionary
$304.2M
Accounts
145
Clients
Individual Clients
268AUM
$75M
HNW Individual Clients
446AUM
$4.6B
Banking Clients
1AUM
$4B
Investment Company Clients
6AUM
$1.2B
Pooled Vehicle Clients
42AUM
$3.6B
Pension/Profit Sharing Plan Clients
1AUM
$43.8M
Charitable Organization Clients
79AUM
$1.2B
Government Entity Clients
1AUM
$391.5M
Insurance Company Clients
1AUM
$219.1M
Sovereign Wealth Fund Clients
1AUM
$517.2M
Corporation or Business Clients
6AUM
$13.5M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
INVESTMENT CONSULTING, TAX, ACCOUNTING AND INFORMATION MANAGEMENT SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CACTDCDEFLMAMDMEMINHNJNYOHPAVAVTWA
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.