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
Investment program
- 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
- Not listed yet3
- 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
Sources
Last verified Jul 4, 2026 from public career and organization materials.
Fact notes
- 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
Profile and job sources
- Job posting (careers.rockco.com)Job posting · checked Jul 4, 2026
- Manual research (rockco.com)Manual research · checked Jul 4, 2026
- Website (careers.rockco.com)Website · checked Jul 4, 2026
- Website (rockco.com)Website · checked Jul 4, 2026
- Website (rockco.com)Website · checked Jul 4, 2026
- Website (rockco.com)Website · checked Jul 4, 2026
- Primary job/profile sourceJob posting · checked Jul 4, 2026