United States · 
What does Rockefeller Co. invest in?
Rockefeller Co. invests most often at Venture (100% of the rounds on record), in sectors such as Cloud Computing, Software and Commercial Real Estate.
Rockefeller Co. highlights
- 01
1 cheques in the last 12 months
- 02
Mostly Venture: 100% of its rounds
- 03
Led 1 rounds
- 04
1 exits from the portfolio
What they do
- Type
- Family office (from a list, unverified)
- Cheque size
- Not stated
- Stages
- DebtGrowthPre-IPOSeedSeries ASeries B
- Sectors
- Cloud ComputingSoftwareCommercial Real Estate
- Based in
- NEW YORK, United States
- Cold pitches
- Not stated
The record
Every round we can evidence, newest first2 appearances
- 2026
1 round
- Oct
- 2003
1 round
- Feb
An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration10 named
ATAlison Thomas SchachterChief Financial OfficeriForm ADV
CTChristopher Trevor DupuyPresident & CEOiForm ADV
DPDeirdre Patten KowalskiPrincipal Financial OfficeriForm ADV
ENEdmond Nicholas MoriartyChief Operating OfficeriForm ADV
GJGregory James FlemingPresident & Chief Executive OfficeriForm ADV
MDMark David AlexanderPrincipal Operations OfficeriForm ADV
RMRizwan Mohammad MirzaCCOiForm ADV
TJTimothy Joseph MccarthyChief Compliance Officer and Chief CounseliForm ADV
WJWilliam Joseph FenrichSecretaryiForm ADV
WMWilliam Michael YannottaChief Financial OfficeriForm ADV
We also hold 14 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$136Bassets it manages, 2 advisers combinedOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Rockefeller Financial LLC
- SEC number
- CRD 294197
Funds on its Form ADV
46 private funds, $3.2B in gross assets · filed Oct 2024
Fund of funds 16Long only equity 12Private equity 8
- Vantagerock Capital Master Fund L.P.Hedge643 investors$766M
- Rockefeller US Small Capitalization Fund QP, L.P.Investment fund134 investors$310M
- Rockefeller Balanced Fund, L.P.Multi-asset class54 investors$300M
- Titan Space Fund L.P.Private equity236 investors$228M
- Rockefeller Global Equity Fund II QP, L.P.Investment fund80 investors$184M
- Libra Fossil FUEL FREE Fund, L.P.Long only equity64 investors$176M
- Rockefeller Access Fund 2015, LLCFund of funds107 investors$124M
- Rockefeller & Co. U.S. Small Capitalization Fund, L.P.Long only equity79 investors$109M
- Titan Falcons L.P. (F/K/A Spearhead Falcons LP)Private equity38 investors$99M
- Libra Fund QP, L.P.Long only equity25 investors$86M
And 36 more on the filing.
Exits from the portfolio
Companies it backed that were later bought or listed1 in all
AgraQuestBought by Bayer - Germany$425MJul 2012
An exit counts when it came after the firm's first round in the company. From historical deal records.