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Extraction Summary
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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.
Organizations (2)
| Name | Type | Context |
|---|---|---|
| Rockefeller & Co. | ||
| Rockefeller family office |
Relationships (1)
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."Source
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"Rockefeller & Co. has approximately $16.9 billion in assets under advisement"Source
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"This number includes net assets under management of approximately $11.4 billion plus approximately $5.5 billion in advisory assets."Source
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Full Extracted Text
Complete text extracted from the document (1,258 characters)
11/14/2017 Rockefeller & Co. :: Who We Are
OUR CULTURE
Rockefeller & Co. is privately owned and focused on the diverse investment and financial needs of our sophisticated clientele. From our beginnings as the Rockefeller family office, we are today a full-service, independent asset management and wealth advisory firm, with a mission to help our clients achieve their goals.
As global citizens—with a geographically unconstrained approach to asset management—we know how important it is to perceive the world in its totality in seeking to benefit from the wealth of opportunities held therein. Our asset management team speaks 13 languages, an indication of the global perspective we apply to our business.
1882
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TODAY
Rockefeller & Co. has approximately $16.9 billion in assets under advisement for individuals and families, family offices, nonprofit organizations, foundations, endowments, and global institutions.¹
¹ As of September 30, 2017. This number includes net assets under management of approximately $11.4 billion plus approximately $5.5 billion in advisory assets. Advised assets represent non-managed assets that receive services, such as consulting for open
http://www.rockco.com/who-we-are
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