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Rockefeller Capital Management

Rockefeller Capital Management is a financial services firm serving families and individuals, institutional investors, and corporations.

Last updated September 15, 2026

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Overview

Rockefeller Capital Management is the marketing name of Rockefeller Capital Management L.P. and its affiliates. According to its website, it serves families and individuals, institutional investors, and corporations across a wide range of needs and objectives, and describes itself as having grown and evolved alongside members of the Rockefeller family for more than seven generations. Its stated areas of activity include Wealth Management, Investment Management, and Investment Banking.

History

Rockefeller Capital Management states that for more than seven generations it has grown and evolved alongside members of the Rockefeller family, and that its principles have been shaped by over 140 years working alongside members of the Rockefeller family. The firm describes its history as filled with defining moments and says it continues to learn from its heritage while seeking new and innovative ways of working.

Products and positioning

Distinct solutions and personal service; individualized service at every stage of wealth combined with the legacy that has guided members of the Rockefeller family for more than seven generations.

  • Wealth Management

    Individualized service at every stage of wealth combined with the legacy that has guided members of the Rockefeller family for more than seven generations.

  • Rockefeller Global Family Office

  • Investment Management

    Providing access to premier investment options for institutions, financial advisors, and individuals, and seasoned strategic advice through three integrated functions: Investments, Office of the CIO, and Client Solutions.

  • Rockefeller Global Investment Management

  • Investment Banking

    Independent, strategic business advice and guidance for private and public companies through a team of senior investment bankers with a commitment to integrity.

  • Rockefeller Global Investment Banking

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