Rockefeller Capital Management L.P.
Rockefeller Capital Management L.P., based at 45 Rockefeller Plaza in New York, NY, is an independent financial services firm established in 2018. It offers a comprehensive suite of services, including global family office, wealth management, asset management, and strategic advisory, primarily serving high net-worth and ultra-high net-worth individuals, families, and institutions. The firm operates through subsidiaries such as Rockefeller Financial and Rockefeller & Co., providing investment advice, securities transactions, and investment banking services. Rockefeller Capital Management has hundreds of employees across its divisions, cementing its status as a leading advisor and asset manager within the U.S. financial services landscape.
Investment Strategy
Rockefeller Capital Management employs a multi-faceted investment strategy focused on tailored wealth and asset management for high-net-worth and ultra-high-net-worth clients. The firm integrates comprehensive financial planning, global asset allocation, and environmental, social, and governance (ESG) principles, with a disciplined approach to risk management and portfolio diversification. In addition to traditional asset classes, the firm provides access to alternative investments and customized strategies, leveraging deep market research and a client-centric advisory model to optimize long-term financial outcomes.
Top Holdings
Equity Positions (1,691)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.21% | $1.92B | 3,845,216 | $247.87 | $497.41 | +$755.7M |
S SPY | SPDR S&P 500 ETF TR | 3.60% | $1.64B | 2,638,464 | $417.79 | $617.85 | +$174.8M |
N NVDA | NVIDIA CORPORATION | 2.90% | $1.32B | 8,340,804 | $37.55 | $157.99 | +$488.0M |
A AAPL | APPLE INC | 2.84% | $1.29B | 6,085,965 | $107.78 | $205.17 | -$46.1M |
A AMZN | AMAZON COM INC | 2.55% | $1.16B | 5,273,298 | $119.53 | $219.39 | +$227.3M |