Rockefeller Capital Management:

Building a High Net Worth Fee-Based Financial Advisorry Firm (RIA) Leveraging the Rockefeller Brand Name

Recently Released!!!
Date Published: April 16, 2025
Summary PowerPoint Deck: 185 Slides
Reference PowerPoint Deck: 258 Slides

Rockefeller Capital Management was founded as Rockefeller Family Office by John D Rockefeller in 1882 and is based in New York, NY. Rockefeller Capital Management has operations in two countries, 56 offices, 1,400 employees, and $154 billion assets under management & administration. Rockefeller Capital Management is led by its CEO Greg Fleming & Chief Operating Officer Ed Moriarty. Rockefeller Capital Management is privately owned. Its website can be found at www.rockco.com.

Rockefeller Capital Management's reference PowerPoint deck includes a synopsis of its history, including its key phases:

  • Rockefeller Family Office Phase
  • Rockefeller & Company Phase
  • Societe Generale & RIT Capital Partners
  • Viking Global Investors & Rockefeller Capital Management Phase
  • IGM Financial Investment Phase
Its profile includes the key statistics of the organization, including its number of countries, offices, employees, and assets under management & administration.

Its profile includes detailed outlines of its core businesses:

  • Rockefeller Global Family Office
  • Rockefeller Asset Management
  • Rockefeller Global Investment Banking
And its profile concludes with the highlights of its organizational structure & ownership.
































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