Family Office

Rockefeller Capital Management

Investment Details

Investor Type
Family Office

Asset Class Focus
Private Equity, Real Estate, Venture Capital, Fixed Income (Debt and Bonds), Hedge Funds, Commodities, ESG and Impact Investing

Stage Focus
Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed

Geographical Focus
United States, United Kingdom

Industries Focus

  • Financial Services
  • Technology
  • Healthcare
  • Energy
  • Consumer Goods
  • Real Estate
  • Materials
  • Telecommunications
  • Utilities
  • Media
  • Transportation
  • Consumer Services
  • Industrial Goods
  • Basic Materials
  • Consumer Non-Durables

Investment Size:
1,000,000 to 50,000,000 USD

Investor Details Founded: 2018

Rockefeller Capital Management is an independent wealth management and financial services firm that offers a range of services, including family office, asset management, and strategic advisory, to high-net-worth individuals, families, institutions, and corporations. The firm is headquartered in New York City and operates over 40 offices across the United States, with an additional office in London. As of January 2025, it manages assets totaling $151 billion.

The firm's investment strategy encompasses a diverse array of asset classes, including private equity, real estate, venture capital, fixed income, hedge funds, commodities, and ESG-focused investments. It engages in various investment stages, from seed funding to buyouts and distressed asset acquisitions. Geographically, Rockefeller Capital Management focuses on the United States and the United Kingdom, with investments spanning multiple industries such as technology, healthcare, financial services, consumer goods, energy, real estate, media, telecommunications, industrial goods, utilities, materials, consumer services, transportation, basic materials, and consumer non-durables.

With a legacy rooted in the Rockefeller family's commitment to financial stewardship, the firm emphasizes personalized financial solutions, generational wealth planning, and strategic advisory services. Its approach combines innovation with long-standing trust, aiming to help clients achieve their long-term financial goals and preserve wealth for future generations.

Requirements
  • High-net-worth individuals and families
  • Institutions and corporations seeking comprehensive wealth management and financial services
Contact

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Portfolio Companies
  • Spearhead Capital
  • Financial Clarity
  • Whitnell & Co.
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