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Rockefeller & Co. is privately owned and focused on the diverse investment and financial needs of our sophisticated clientele. From our beginnings as the Rockefeller family office, we are today a full-service, independent asset management and wealth advisory firm, with a mission to help our
clients achieve their goals.
http:/Avww.rockco.com/who-we-are
Rockefeller & Co. :: Who We Are
As global citizens—with a geographically unconstrained approach to asset management — we know how important it is to perceive the world in its totality in seeking to benefit from the wealth of opportunities held therein. Our asset management team speaks 13 languages, an indication of the global perspective we apply to
our business.
TODAY
Rockefeller & Co. has approximately $16.9
billion in assets under advisement for
individuals and families, family offices,
nonprofit organizations, foundations,
endowments, and global institutions."
' As of September 30, 2017. This number includes net assets under management of approximately $11.4 billion plus approximately $5.5 billion in advisory assets. Advised assets represent non-managed assets
that receive services, such as consulting for open
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