Rockefeller & Co. LLC

Rockefeller & Co. LLC

Rockefeller & Co. LLC

Overview
Date Founded

2008

Headquarters

45 Rockefeller Plaza,5th Floor,New York, NY 10111-0212

Type of Company

Private

Industries

Investment Services & Portfolio Management

Company Description

RAM offers global, US, international, dedicated environmental, social, and governance (ESG), thematic/ climate solutions equity strategies across the capitalization range. The firm pairs their distinctive worldview and long-term investment horizon with thorough fundamental research, combining traditional and non-traditional analysis to help its clients achieve their investment objectives. RAM’s taxable and tax-exempt fixed income strategies generally employ a conservative approach to US fixed income markets and emphasize capital preservation and current income. Portfolios are constructed utilizing both a top-down focus on macro trends and sector forecasts and a bottom-up focus on credit, relative valuation and volatility.

Contact Data
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Executives & Employees

President & Chief Executive Officer

Chief Information Officer

Chief Human Capital Officer

Managing Director, Chief Operating Officer & Head of Business Development

Head of Strategic Initiatives

Head of Credit & Banking in the Wealth Management

Head of Wealth Management & Head of Technology & Operations

Managing Director & Head of Managed, Structured & Alternative Products for Wealth Management

Head, Environmental, Social & Governance Investments, Rockefeller Asset Management

Head, San Francisco Office

Board of Directors

Co-Founder at Catholic Investment Services, Inc.

Crossbencher at United Kingdom House of Lords

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Recent Transactions
Details Hidden

Great-West Lifeco Inc., Empower Retirement purchase Personal Capital Corp.

Details Hidden

Rockefeller & Co. LLC, Rockefeller Capital Management LP purchase Financial Clarity, Inc.

Details Hidden

Rockefeller & Co. LLC purchases Greer Anderson Capital LLC

Transaction Clients
Investment Advisor

Advised on Great-West Lifeco Inc., Empower Retirement purchase Personal Capital Corp.

Transaction Advisors
Legal Advisor

Advised onRockefeller & Co. LLC, Rockefeller Capital Management LP purchase Financial Clarity, Inc.

Legal Advisor

Advised onRockefeller & Co. LLC, Rockefeller Capital Management LP purchase Financial Clarity, Inc.

Legal Advisor

Advised onRockefeller & Co. LLC, Rockefeller Capital Management LP purchase Financial Clarity, Inc.

Advisors & Consultants
Senior Advisor

Independent Chairman of the Board Trustees at Americold Realty Trust, Inc.

Non-Profit Donations & Grants
Investments
Details Hidden

AgraQuest, Inc. develops pesticides and provides best management services. The company was founded in 1995 and is headquartered in Research Triangle Park, NC.

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