Rockefeller Capital Management

Rockefeller Capital Management

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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

Founded

1882

Industry

Financial Services

Employees

1001-5000

Investment

9

Lead Investment

3

Exits

3

Stages

Late Stage Venture, Seed

Investor Type

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.

Employees

imagePlace Jack Ryan

Jack Ryan

Chief Operating Officer

imagePlace Michael Parker

Michael Parker

Managing Director

imagePlace Edward Moldaver

Edward Moldaver

Managing Director

imagePlace Gregory J. Fleming

Gregory J. Fleming

Founder, President and CEO

imagePlace Tony Grosso

Tony Grosso

Managing Director

Investment portfolio

Rockefeller Capital Management has made 9 investments. Their most recent investment was on Mar 05, 2024, when Argyle raised $30.0M.

Rockefeller Capital Management has made 3 diversity investments. Their most recent diversity investment was on Sep 06, 2023, when Momnt raised $15.0M.

investments

9

Diversity investments

3

Lead investments

3

Number of exits

3

Investments

9

Annouced DateOrganization NameIndustryMoney Raised
Mar 29, 2023
LeapXpert LeapXpert
Softwarenull
Sep 06, 2023
Momnt Momnt
Financial Services15.0M
Mar 05, 2024
Argyle Argyle
Software30.0M
Apr 04, 2024
Luminary Luminary
Information Technologynull

Exits

3

Funding Timeline

Funding rounds

9

Investors

1

Funds

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 DateTransaction NameNumber of InvestorsMoney RaisedLead Investor
Mar 29, 2023
Pre Seed Round - LeapXpert Pre Seed Round - LeapXpert
-0-
Sep 06, 2023
Series C - Momnt Series C - Momnt
-15.0M-
Mar 05, 2024
Series C - Argyle Series C - Argyle
-30.0M-
Apr 04, 2024
Convertible Note - Luminary Convertible Note - Luminary
-0-

Investors

1

Rockefeller Capital Management is funded by 1 investor(s). IGM Financial Kantor is the most recent investors.

Investor NameLead InvestorFunding RoundMoney Raised
IGM Financial 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 DateFund NameMoney Raised
May 10, 2013
fund image OTPPLESS
1.0M
May 11, 2013
fund image OTPPLESS
1.0M

Invest in industries

Recent Activity

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