Rockefeller Capital Management Overview
- Service
-
Limited Partner Consultant
- Founded
-
1882
- Employees
-
1,090
- Serviced Companies
-
7
- Serviced Deals
-
3
- Serviced Investors
-
50
Rockefeller Capital Management General Information
Description
Established in 1882 and headquartered in New York City, New York, Rockefeller Capital Management is a financial advisory firm that assists clients in preserving and growing their assets, and diversifying their holdings. The firm provides assistance 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
rcm.rockco.com
Formerly Known As
Rockefeller & Co.
Year Founded
1882
Service Provider Type
LP Consultants
Primary Office
- 45 Rockefeller Plaza
- Floor 5
- New York, NY 10111
- United States
+1 (212) 000-0000
Rockefeller Capital Management Services to Companies
Service on a Deal (3)
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| ETFMG | Advisor: General | Jun 2023 | 00000 | 0000000 |
| 000000 00000000000 | Advisor: General | May 2023 | 00000 | 0000000 |
| 000000000 00000000 | Advisor: General | Aug 2021 | 00000 | 0000000 |
Rockefeller Capital Management Services to Investors
Service on a Deal — Buy Side (9)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Pull-A-Part | Advisor: General | Aug 2022 | 00000 | 0000000 |
| 0000000000 000000 | Advisor: General | Apr 2022 | 00000 | 0000000 |
| 0000000 0000000000 | Advisor: General | Apr 2022 | 00000 | 0000000 |
| 0000000 0000000000 | Advisor: General | Jul 2021 | 00000 | 0000000 |
| 0000000 0000000000 | Advisor: General | Jan 2021 | 00000 | 0000000 |
| 0000000 0000000000 | Advisor: Financial Due Diligence | Jan 2021 | 00000 | 0000000 |
| 0000000 0000000000 | Advisor: General | Jan 2021 | 00000 | 0000000 |
| BorgWarner | Advisor: General | Oct 2020 | 00000 | 0000000 |
| Empower Retirement | Advisor: General | Aug 2020 | 00000 | 0000000 |
Service on a Deal — Sell Side (1)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Bombardier | Advisor: General | Jan 2021 | 00000 | 0000000 |
Rockefeller Capital Management Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Rockefeller Capital Management Team (80)
Rockefeller Capital Management Board Members (17)
| Name | Representing | Role | Since |
|---|---|---|---|
| Andrea Jung | Self | Board Member | 000 0000 |
| Brian Kaufmann | Viking Global Investors | Board Member | 000 0000 |
| David Harris | Rockefeller Capital Management | Chairman, Rockefeller Asset Management & Senior Portfolio Manager | 000 0000 |
| David Rockfeller Jr. | Rockefeller Capital Management | Board Member | 000 0000 |
| Derek Jeter | Self | Board Member | 000 0000 |