ROCKEFELLER CAPITAL MANAGEMENT

{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

Company Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 1,378 37.52%
of those in investment advisory functions 905 71.73%
AUM* 102,586,198,866 78.82%
of that, discretionary 95,914,593,390 81.42%
Private Fund GAV* 3,943,719,487 21.60%
Avg Account Size 1,190,675 23.51%
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

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 Count3 GAV$1,621,312,151
Fund TypePrivate Equity Fund Count8 GAV$718,012,020
Fund TypeVenture Capital Fund Count1 GAV$350,937
Fund TypeOther Private Fund Count38 GAV$1,604,044,379

Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
ERA {{c.Name}} City, State{{c.City}}, {{c.State}}, {{c.Country}} AUM{{ c.AUM | formatUSD }} Employees{{ c.Employees | formatNumber }} SMA’sYES SMA’sNO Private Funds{{ c.PrivateFundsCount | formatNumber }}

Related Companies Historical AUM