Rockefeller & Co. is privately owned and focused
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11/14/2017
Rockefeller & Co. is privately owned and focused
on the diverse investment and financial needs of
our sophisticated clientele. From our beginnings
as the Rockefeller family office, we are today a
full-service, independent asset management and
wealth advisory firm, with a mission to help our
clients achieve their goals.
http:/Avww.rockco.com/who-we-are
Rockefeller & Co. :: Who We Are
As global citizens—with a geographically
unconstrained approach to asset management —
we know how important it is to perceive the world
in its totality in seeking to benefit from the wealth
of opportunities held therein. Our asset
management team speaks 13 languages, an
indication of the global perspective we apply to
our business.
TODAY
Rockefeller & Co. has approximately $16.9
billion in assets under advisement for
individuals and families, family offices,
nonprofit organizations, foundations,
endowments, and global institutions."
' As of September 30, 2017. This number includes net
assets under management of approximately $11.4
billion plus approximately $5.5 billion in advisory
assets. Advised assets represent non-managed assets
that receive services, such as consulting for open
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