ROCKEFELLER CAPITAL MANAGEMENT

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Company Profile

As of Date 04/19/2025
Adviser Type - Large advisory firm
Number of Employees 1,378 37.52%
of those in investment advisory functions 905 71.73%
AUM* 102,618,073,680 78.87%
of that, discretionary 95,946,468,204 81.48%
Private Fund GAV* 2,714,739,781 -16.29%
Avg Account Size 1,191,045 23.55%
High Net Worth 43.21% 24.90%
SMA’s Yes
Private Funds 50 7
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Recent News

Reported AUM

53B 45B 38B 30B 23B 15B 8B
2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$811,704,044
Fund TypePrivate Equity Fund Count8 GAV$717,049,907
Fund TypeVenture Capital Fund Count1 GAV$2,789,017
Fund TypeOther Private Fund Count38 GAV$1,183,196,813

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