ROCKEFELLER CAPITAL MANAGEMENT

Company Profile

As of Date 08/25/2025
ADV Location United States, NY
Websites
AUM* 102,618,073,680 30%
of that, discretionary 95,946,468,204 30%
Private Fund GAV* 2,714,739,781 -31%
Avg Account Size 1,191,045 14%
High Net Worth 43.21% 12%
SMA’s Yes
Private Funds 53 2

Adviser Type

- Large advisory firm

Number of Employees 1,378 16%

of those in investment advisory functions 905 23%

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Recent News

Reported AUM

53B 45B 38B 30B 23B 15B 8B
2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name DELOITTE & TOUCHE LLP Filing Date10/23/2025 Form ADV-E View Report
Accounting Firm Name DELOITTE & TOUCHE LLP Filing Date07/24/2025 Form ADV-E View Report
Accounting Firm Name DELOITTE & TOUCHE LP Filing Date08/26/2024 Form ADV-E View Report
Accounting Firm Name DELOITTE & TOUCHE LLP Filing Date07/29/2024 Form ADV-E View Report
Accounting Firm Name DELOITTE & TOUCHE LLP Filing Date10/27/2023 Form ADV-E View Report
Accounting Firm Name DELOITTE & TOUCHE LP Filing Date09/27/2023 Form ADV-E View Report
Accounting Firm Name DELOITTE & TOUCHE LLP Filing Date10/28/2022 Form ADV-E View Report

Private Funds Structure

SEC Fund Type Count GAV
SEC Fund TypeHedge Fund Count4 GAV$811,704,044
SEC Fund TypePrivate Equity Fund Count10 GAV$717,049,907
SEC Fund TypeVenture Capital Fund Count1 GAV$2,789,017
SEC Fund TypeOther Private Fund Count38 GAV$1,183,196,813

Related Companies

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