ROCKEFELLER CAPITAL MANAGEMENT

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Company Profile

As of Date 10/23/2024
Adviser Type - Large advisory firm
Number of Employees 1,184 18.16%
of those in investment advisory functions 734 39.28%
AUM* 79,192,536,532 38.04%
of that, discretionary 74,074,758,273 40.11%
Private Fund GAV* 3,241,822,655 8.66%
Avg Account Size 1,117,197 15.89%
High Net Worth 38.54% 11.42%
SMA’s Yes
Private Funds 46 3
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- 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

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

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$765,873,444
Fund TypePrivate Equity Fund Count8 GAV$468,373,018
Fund TypeOther Private Fund Count37 GAV$2,007,576,193

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