Our team of experienced investment professionals, coupled with the extensive Rockefeller network, provides us with unique access to both renowned multibillion-dollar funds and smaller, more niche funds with limited capacity that are not typically available at the larger-scale wealth management firms.
Our research is conducted independently and with a specific focus on identifying opportunities for high-net-worth private investors. Our funds and direct investments are structured with minimum subscription sizes tailored for individual, taxable investors seeking to create personalized portfolios.
We aim to structure and curate investments to reduce unnecessary tax burdens for clients and resolve any tax-related issues in their portfolios.
We analyze funds to identify underlying drivers of risk-adjusted returns, to help construct thoughtful, “all-weather” portfolios. Our strategies align with our firm's macroeconomic and tactical outlook, which assists advisors and their clients in constructing timely and effective portfolios.
Our open architecture enables us to source and provide direct investment opportunities, co-investment opportunities, and originate direct private deals.
We can connect you with the experts that can help guide you toward achieving your unique goals.
Request an introductionInvesting involves risk, including risk of loss. Rockefeller Capital Management is the marketing name of Rockefeller Capital Management L.P. and its affiliates. Investment advisory, asset management and fiduciary activities are performed by the following affiliates of Rockefeller Capital Management: Rockefeller & Co. LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware) and Rockefeller Financial LLC, as the case may be. Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC); Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). These registrations and memberships in no way imply that the SEC has endorsed the entities, products or services discussed herein. Additional information is available upon request.
