Rockefeller & Co., Inc. Email Format

Financial ServicesNew York, United States201-500 Employees

Rockefeller & Co., Inc. is a global financial services firm focused on asset management and investment advisory activities, headquartered at 10 Rockefeller Plaza, Floor 3, New York, NY 10020, United States. It provides investment management and wealth advisory services to a range of clients including institutions, foundations and endowments, nonprofits, ultra-high net worth individuals, trusts and families. The firm describes its approach as bottom-up investing with no geographic limits and maintains global relationships; its areas of expertise include asset management, investment advisory, family office services, alternative investments, trust services and wealth planning. Rockefeller traces its origins to the Rockefeller family’s private investment office and was founded in 2018, evolving into a diversified global financial services company. It reportedly manages about $18.3 billion in client assets under advisement as of December 31, 2017 (comprising roughly $12.7 billion in assets under management and about $5.6 billion in advisory assets) and employs between 201 and 500 people.

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