company overview

In the past 125 years, Rockefeller & Co. has evolved from a New York family office established by John D. Rockefeller to manage his family’s assets to an integrated investment and wealth management firm with a diverse client base. 

Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment adviser in 1980. Further expanding our capabilities, we chartered trust companies in New York (1985) and Delaware (1997). Today, Rockefeller & Co. provides advice, solutions and compelling investment returns to a varied clientele of individuals, families, family offices, endowments and institutions in the US and around the world.

We are determined to do what is right for our clients, and to maintain an independent, unbiased view as we strive to make client goals a reality. To that end, we use both in-house and third party investment expertise. And we do not engage in brokerage activities, or accept placement or sales fees. Our name and professional prominence allow us preferred access to sophisticated investment ideas and providers. Our relentless focus on clients sets us apart.

We look forward to talking with you about your specific needs.