Dakota
Dakota
Book a Demo
Talk to an Expert

Rockefeller Capital Management

EST. AUM
$70,030,224,514

CONTACTS
68

CLIENT ACCOUNTS
76,628

Firm Details

Metro area New York City
CRD Number 291361
Website rockco.com
Client types

Overview

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. Based in NYC, Rockefeller manages over $149 billion in client assets with more than 50 locations across the US and one in London. Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm but was originally founded in 1882 as the family office of John D. Rockefeller. Greg Fleming – President & CEO Jimmy Chang – CIO of the Rockefeller Global Family Office

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy