Rockefeller Capital Management

Overview

Private wealth, asset management, and strategic advisory firm with Rockefeller family heritage.¹

Manages family, institutional, and advisory client assets with an investment office and asset management platform.¹

Estimated AUM: $187B as of Sep 30, 2025³
Capital pool: Family office, asset management, and strategic advisory platform²
Investment model: Manages family, institutional, and advisory client assets with an investment office and asset management platform.¹
Investment approach: This recapitalization represents a significant step forward, fully aligned with Rockefeller Capital Management’s long-term strategic objectives.” The transaction received material support from Viking Global Investors, the Rockefeller family, and IGM Financial Inc., in which the Desmarais family holds an interest.³
Spending support: Not listed yet
Spending policy: Not listed yet
Asset allocation: Public evidence references these asset classes or allocation areas: fixed income.⁴
Performance: Not listed yet
Governance: Not listed yet⁴
Investment team: Manages family, institutional, and advisory client assets with an investment office and asset management platform.¹
Unfunded commitments: Not listed yet
Source freshness: Last verified Jul 4, 2026 · Verified

Last verified Jul 4, 2026 from public career and organization materials.

Website (rockco.com)Parent organization overview, Pool purpose, Investment model, Investment team · checked Jul 4, 2026
Manual research (rockco.com)Institution type, Capital pool, Headquarters · checked Jul 4, 2026
Website (rockco.com)Estimated AUM, Investment approach · checked Jul 4, 2026
Job posting (careers.rockco.com)Asset allocation, Governance · checked Jul 4, 2026
Website (rockco.com)Investment office page · checked Jul 4, 2026