Where Legacies Begin

Since 1882

Welcome

Rockefeller Capital Management is a leading independent, privately-owned financial services firm offering global family office, asset management and strategic advisory services to ultra-high-net-worth individuals and families, institutions and corporations.

PRI’S ESG RESEARCH REPORT OF THE YEAR

Rockefeller Asset Management was awarded the prestigious Principles for Responsible Investment (PRI) Environmental, Social and Governance (ESG) Research Report of the Year award for its report, Applying Scenario Analysis to Actively Managed Strategies.

Rockefeller Impact Annual Report 2018

ESG Annual Report highlighting Rockefeller Asset Management’s ESG investing activities in 2018 and our priorities for 2019.

Rockefeller Global Family Office

Driven by our commitment to client interests and by our independent, collaborative culture, Rockefeller Capital Management’s range of services is designed to be comprehensive, yet customizable. We offer investment advisory, trust company, and family office services in seeking to help clients meet their complex financial needs.

Rockefeller Asset Management

Rockefeller Capital Management serves individuals, families, and institutional investors whose focus on alpha generation requires an experienced partner with a demonstrable investment history. With more than 30 years of experience in global investing, we pair our distinctive worldview and long-term horizon with thorough research. Rockefeller Asset Management1 offers strategies whose performance over multiple market cycles, is driven by a disciplined process and our collaborative culture.

1 Rockefeller Asset Management is a division of Rockefeller Capital Management, and the “Firm” for purposes of the Global Investment Performance Standards (“GIPS®”).

Rockefeller Strategic Advisory

Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business. Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our paramount focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals. Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.