# Rockefeller Co.: portfolio, investments and team > Rockefeller Co. is a family office based in United States. 2 investments on record, 1 in the last 12 months, latest Oct 2026. Source: https://millionrounds.com/fund/rockefeller-co (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Rockefeller Co. Last cheque observed Oct 2026; 2 cheques on record. Deploying now Family office Debt Growth Pre-IPO Cloud Computing Software Commercial Real Estate Deploying now **100%** of best year **1** **cheques in 12 months**, 2 on record Since the last cheque **19** days **00** hrs **00** min **00** sec Median round **$200M** Rounds led **1 of 2** Exits **1 from the portfolio** Pitch Rockefeller Co. ## 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:** Debt Growth Pre-IPO Seed Series A Series B - **Sectors:** Cloud Computing Software Commercial Real Estate - **Based in:** NEW YORK, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **2 appearances** - **2026** 1 round - **Oct** **[Ledgebrook](https://millionrounds.com/company/ledgebrook)** US · Ventureburn **$200M** *Led* - **2003** 1 round - **Feb** **[AgraQuest](https://millionrounds.com/company/agraquest)** Venture · US **$9.4M** With 6 others 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 registration **10 named** AT **Alison Thomas Schachter** Chief Financial Officer i Form ADV CT **Christopher Trevor Dupuy** President & CEO i Form ADV DP **Deirdre Patten Kowalski** Principal Financial Officer i Form ADV EN **Edmond Nicholas Moriarty** Chief Operating Officer i Form ADV GJ **Gregory James Fleming** President & Chief Executive Officer i Form ADV MD **Mark David Alexander** Principal Operations Officer i Form ADV RM **Rizwan Mohammad Mirza** CCO i Form ADV TJ **Timothy Joseph Mccarthy** Chief Compliance Officer and Chief Counsel i Form ADV WJ **William Joseph Fenrich** Secretary i Form ADV WM **William Michael Yannotta** Chief Financial Officer i Form 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 **$136B** assets it manages, 2 advisers combined Oct 2026 **Registered** investment adviser full 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 **16** Long only equity **12** Private equity **8** - Vantagerock Capital Master Fund L.P. *Hedge* 643 investors $766M - Rockefeller US Small Capitalization Fund QP, L.P. *Investment fund* 134 investors $310M - Rockefeller Balanced Fund, L.P. *Multi-asset class* 54 investors $300M - Titan Space Fund L.P. *Private equity* 236 investors $228M - Rockefeller Global Equity Fund II QP, L.P. *Investment fund* 80 investors $184M - Libra Fossil FUEL FREE Fund, L.P. *Long only equity* 64 investors $176M - Rockefeller Access Fund 2015, LLC *Fund of funds* 107 investors $124M - Rockefeller & Co. U.S. Small Capitalization Fund, L.P. *Long only equity* 79 investors $109M - Titan Falcons L.P. (F/K/A Spearhead Falcons LP) *Private equity* 38 investors $99M - Libra Fund QP, L.P. *Long only equity* 25 investors $86M And 36 more on the filing. ## Exits from the portfolio Companies it backed that were later bought or listed **1 in all** **[AgraQuest](https://millionrounds.com/company/agraquest)** Bought by Bayer - Germany **$425M** Jul 2012 An exit counts when it came after the firm's first round in the company. From historical deal records. ## The cheque Debt Growth Pre-IPO Median round joined **$200M** the round, not its cheque Led 1 of 2 rounds **50%** - **Sole investor:** Never alone - **Last cheque:** Oct 2026 - **Exits:** 1 from the portfolio Rounds by stage said on their site - Venture *1* - Debt said *-* - Growth said *-* - Pre-IPO said *-* - Seed said *-* - Series A said *-* - Series B said *-* Cheques by month Led Joined Nov 2023 Oct 2026 **Pitching Rockefeller Co.?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Recently backed The latest companies Rockefeller Co. put money into. [**Ledgebrook** $200M · Oct 2026](https://millionrounds.com/company/ledgebrook) ## Quick answers about Rockefeller Co. ### 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. ### How active is Rockefeller Co.? 2 investments on record, 1 of them in the last 12 months, and it led 1. The most recent was in Oct 2026. ### What has Rockefeller Co. invested in recently? Its most recent investments on record: Ledgebrook (Oct 2026). ### How big are Rockefeller Co.'s cheques? The median round it joins is $200M. ### Is Rockefeller Co. investing now? Yes: it is actively investing, with 1 investments in the last 12 months. ### What kind of investor is Rockefeller Co.? Rockefeller Co. is a family office based in NEW YORK, United States. ### How much does Rockefeller Co. manage? About $136B, as regulatory assets under management, 2 advisers added together (Oct 2026). ### When was Rockefeller Co. founded? Rockefeller Co. was founded in 1882. ## Raising now? 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