Rockefeller Capital Management

Rockefeller Capital Management

Rockefeller Capital Management L.P. is an independent financial services firm offering global family office, wealth management, asset management, and strategic advisory services to ultra-high and high-net-worth individuals, families, institutions, and corporations. Established on March 1, 2018, when Gregory J. Fleming and investment funds affiliated with Viking Global Investors acquired the investment advisory and trust company businesses of the Rockefeller family, the firm builds on a 140+ year legacy originating with John D. Rockefeller’s family office founded in 1882 (per firm ADV brochures and official website). Operating subsidiaries include Rockefeller Financial LLC (dually registered investment adviser and broker-dealer doing business as Rockefeller Capital Management and Rockefeller Global Family Office), Rockefeller & Co. LLC (providing Rockefeller Global Family Office wealth management and Rockefeller Global Investment Management services), trust companies, and insurance services (per Form ADV Part 2A, as of March 2026). The firm maintains offices across the United States and in London. As of June 30, 2026, it reported $224 billion in client assets (assets under management, brokerage assets, and assets under administration) across its businesses (per official website). Regulatory AUM for Rockefeller Financial was approximately $99.6 billion as of December 31, 2025, and for Rockefeller & Co. approximately $36.8 billion (per respective Form ADV Part 2A brochures). Ownership includes Viking Global Investors as largest equity owner, alongside stakes held by a Rockefeller family trust, IGM Financial affiliate, Mousse Partners, Progeny 3, Abrams Capital, and management.