Rockefeller Capital Management Overview
- Service
-
Investment Bank
- Year Founded
-
1882
- Employees
-
1,317
- Serviced Companies
-
11
- Serviced Deals
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3
- Serviced Investors
-
49
Rockefeller Capital Management General Information
Description
Established in 1882, Rockefeller Capital Management is a financial advisory firm headquartered in New York City, New York. The firm assists clients in preserving and growing their assets and diversifying their holdings. The firm assists in the areas of wealth planning, investment advisory, trust company services, accounting, and family office services. The firm majorly focuses on investment advisory, private banking, and lending, proprietary investments, merger and acquisition, transaction structuring, and capital market advisory.
Contact Information
Website
rockco.comYear Founded
Corporate Office
- 45 Rockefeller Plaza
- Floor 5
- New York, NY 10111
- United States
Rockefeller Capital Management Services to Companies
Service on a Deal (3)
Rockefeller Capital Management has provided services on 3 deals. It last acted as a general advisor to ETFMG on a . The deal was made in 2024.
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| ETFMG | Advisor: General | Feb 2024 | ||
| Putnam Investments | Advisor: General | Jan 2024 | ||
| Workspace Property Trust | Advisor: General | Aug 2021 |
Rockefeller Capital Management Services to Investors
Service on a Deal — Buy Side (9)
Rockefeller Capital Management has provided buy side services on 9 deals. It last acted as a general advisor to Pull-A-Part on a . The deal was made in 2022.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Pull-A-Part | Advisor: General | Aug 2022 | ||
| Commercial Metals | Advisor: General | Apr 2022 | ||
| Empower Retirement | Advisor: General | Apr 2022 | ||
| Empower Retirement | Advisor: General | Jul 2021 | ||
| Empower Retirement | Advisor: Financial Due Diligence | Jan 2021 | ||
| Empower Retirement | Advisor: General | Jan 2021 | ||
| Empower Retirement | Advisor: General | Jan 2021 | ||
| BorgWarner | Advisor: General | Oct 2020 | ||
| Empower Retirement | Advisor: General | Aug 2020 |
Service on a Deal — Sell Side (1)
Rockefeller Capital Management has provided sell side services on 1 deal. It last acted as a general advisor to Bombardier on a made for . The deal was made in 2021.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Bombardier | Advisor: General | Jan 2021 |
Rockefeller Capital Management Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Rockefeller Capital Management FAQs
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When was Rockefeller Capital Management founded?
Rockefeller Capital Management was founded in 1882.
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Where is Rockefeller Capital Management headquartered?
Rockefeller Capital Management is headquartered in New York, NY.
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What is the size of Rockefeller Capital Management?
Rockefeller Capital Management total number of employees/professionals is 1,317.
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What service provider type is Rockefeller Capital Management?
Rockefeller Capital Management's service provider type is Investment Bank.
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What companies has Rockefeller Capital Management invested in or acquired?
Rockefeller Capital Management has invested in or acquired companies like KOHO, Luminary (Financial Software), and Momnt.
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