Rockefeller Capital Management

Rockefeller Capital Management traces its origins to 1882, when the office of John D. Rockefeller was established to manage the family’s vast wealth. Today, the firm operates as an independent financial advisory company managing approximately $90 billion in assets under administration for ultra-high-net-worth families, institutions, and individuals.

Investment Strategy

Rockefeller Capital Management operates through three primary divisions: Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Strategic Advisory. This structure allows the firm to serve clients across the full spectrum of wealth management needs, from comprehensive family office services to institutional asset management.

The Global Family Office division provides ultra-high-net-worth families with investment management, wealth planning, estate and tax advisory, and philanthropic planning services. Investment portfolios are constructed using a combination of internal capabilities and external managers across public equities, fixed income, alternatives, and real assets.

Rockefeller Asset Management manages sustainable and impact-oriented investment strategies across public equities and fixed income. The division has been a pioneer in integrating environmental, social, and governance factors into fundamental investment analysis, reflecting the Rockefeller family’s long history of responsible investing that dates back to early divestment from tobacco.

The firm’s investment philosophy emphasizes long-term wealth preservation, tax efficiency, and alignment with each family’s values and objectives. Rockefeller’s multigenerational heritage informs an approach that balances growth with preservation across extended time horizons.

Private Markets Approach

Rockefeller’s alternatives program provides clients with access to institutional-quality private equity, real estate, hedge fund, and private credit managers. The firm’s scale allows it to aggregate client capital for meaningful fund commitments and negotiate access to managers that would be unavailable to individual families.

The alternatives team conducts thorough due diligence across prospective managers, evaluating investment strategy, team quality, operational infrastructure, and historical performance. The firm maintains relationships with established managers while selectively evaluating emerging managers with differentiated strategies.

Rockefeller’s commitment to sustainable investing extends to its alternatives program, where the firm increasingly evaluates managers on their integration of ESG considerations and responsible investment practices. This reflects growing client demand for investments that align financial returns with positive environmental and social outcomes.

Fund managers seeking to build relationships with Rockefeller Capital Management should understand that the firm evaluates opportunities through the lens of multigenerational wealth stewardship. The firm values consistency, transparency, and managers who demonstrate genuine commitment to alignment with LP interests.