In 1882, John D. Rockefeller established an office of professionals to organize his complex business and financial operations and to manage his family’s growing investment needs.
After nearly a century, the office incorporated, registered with the Securities and Exchange Commission as an investment adviser, and began providing investment advice and asset management services to select investors outside of the Rockefeller family. Today, Rockefeller & Co. has responsibility for approximately $43.1 billion in assets for individuals and families, family offices, nonprofit organizations, foundations, endowments, and global institutions.1
A legacy of leadership
Since the 19th century, the Rockefeller family has played a significant role in shaping modern investment practices. Our global approach to investing has been honed from the firm’s early days. Both Venrock, one of the first venture capital firms in the world, and AEA Investors, one of the first professionally managed buyout firms, were founded with the involvement of the Rockefeller Family.* Rockefeller was also an early pioneer in sustainability and impact investing, having started a program in the early 1970s.
In the United States and around the world, the Rockefellers have headed major philanthropic institutions, served in government posts, and supported the arts. Their initiative and support have been important to the success of many prominent educational and cultural institutions. These include not only institutions that are prominently linked to the family, such as Rockefeller University, the Museum of Modern Art, the Metropolitan Museum of Art, Lincoln Center, Rockefeller Center and Colonial Williamsburg, but also the United Nations, the University of Chicago, Spelman College, Memorial Sloan-Kettering Cancer Center, the United Negro College Fund, the Asia Society, and the National Museum of the American Indian.*
Today, Rockefeller & Co. continues to serve members of the Rockefeller family as they pursue their investment goals and further their heritage of public service and philanthropic endeavors.