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Document Information

Type: Webpage printout / corporate profile
File Size: 752 KB
Summary

A printout of the 'Who We Are' webpage for Rockefeller & Co. dated November 14, 2017. The document outlines the firm's history as the Rockefeller family office and its current status as an independent asset management firm with approximately $16.9 billion in assets under advisement as of September 2017. The document bears a House Oversight Bates stamp.

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Rockefeller & Co. Historical Origin Rockefeller family office
From our beginnings as the Rockefeller family office, we are today a full-service, independent asset management...

Key Quotes (3)

"Rockefeller & Co. is privately owned and focused on the diverse investment and financial needs of our sophisticated clientele."
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"Rockefeller & Co. has approximately $16.9 billion in assets under advisement"
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"This number includes net assets under management of approximately $11.4 billion plus approximately $5.5 billion in advisory assets."
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