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Investment Firm
Overview
From its roots over a century ago as a private investment office to the diversified financial services firm that it is today, Rockefeller & Co. has always taken pride in the integrity, depth, and vision of its professionals.
Today, Rockefeller & Co. serves a wide range of individuals and institutions. Successful families and individuals rely on their planning and wealth management skills in seeking to preserve, diversify, and grow their wealth – often from one generation to the next. Institutional investors select them for their asset management expertise. Charitable and other organizations recognize the sophistication of their financial and investment services, as well as their longstanding credentials, in the nonprofit world. Rockefeller & Co.remain,s as we have been since their inception, the financial stewards of one of America’s great family legacies.
Highlights
1882
Financial Services
1001-5000
9
3
3
Late Stage Venture, Seed
Family Investment Office, Investment Bank
Location
New York, New York, United States, North America
Contact Information
Social
Profile Resume
Rockefeller Capital Management, established in 1882 and headquartered in New York, New York, United States, North America., specializes in Late Stage Venture, Seed investments across Biotechnology, Agriculture, Home and Garden, Financial Services, Venture Capital, Finance, Health Care, Angel Investment, Information Technology, Consulting. The organization boasts a portfolio of 9 investments, with an average round size of $90.8M and 3 successful exits. Their recent investments include AgraQuest, Vivo Capital, Otter Capital, Sustainable Performance Group, Luminary. The highest investment round they participated in was $117.1B. Among their most notable exits are AgraQuest and Vivo Capital. Explore their portfolio in detail, see who is connected to them, and find their contact information on our platform.
Investment portfolio
9
3
3
3
Investments
9
Annouced Date | Organization Name | Industry | Money Raised |
---|---|---|---|
Mar 29, 2023 | LeapXpert | Software | null |
Sep 06, 2023 | Momnt | Financial Services | 15.0M |
Mar 05, 2024 | Argyle | Software | 30.0M |
Apr 04, 2024 | Luminary | Information Technology | null |
Exits
3
Funding Timeline
9
1
0
Funding Rounds
9
Rockefeller Capital Management has raised 9 rounds. Their latest funding was raised on Apr 04, 2024 from a Convertible Note - Luminary round.
Annouced Date | Transaction Name | Number of Investors | Money Raised | Lead Investor |
---|---|---|---|---|
Mar 29, 2023 | Pre Seed Round - LeapXpert | - | 0 | - |
Sep 06, 2023 | Series C - Momnt | - | 15.0M | - |
Mar 05, 2024 | Series C - Argyle | - | 30.0M | - |
Apr 04, 2024 | Convertible Note - Luminary | - | 0 | - |
Investors
1
Rockefeller Capital Management is funded by 1 investor(s). IGM Financial Kantor is the most recent investors.
Investor Name | Lead Investor | Funding Round | Money Raised |
---|---|---|---|
IGM Financial | Yes | Private Equity Round - Rockefeller Capital Management | 622.0M |
Fund raised
2
Susa Ventures has raised a total of $590M across 6 funds, their latest being Susa Ventures Opportunities II. This fund was announced on Aug 30, 2021 and raised a total of $250M.
Annouced Date | Fund Name | Money Raised |
---|---|---|
May 10, 2013 | OTPPLESS | 1.0M |
May 11, 2013 | OTPPLESS | 1.0M |
Invest in industries
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