Rockefeller & Co.
PersonMentions
0
Relationships
14
Events
9
Documents
0
Relationship Network
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Event Timeline
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14 total relationships
| Connected Entity | Relationship Type |
Strength
(mentions)
|
Documents | Actions |
|---|---|---|---|---|
|
organization
The Ocean Foundation
|
Business associate |
5
|
1 | |
|
person
Reuben Jeffery III
|
Executive leadership |
5
|
1 | |
|
organization
J.P. Morgan
|
Financial |
5
|
1 | |
|
organization
Bank of America Merrill Lynch
|
Financial |
5
|
1 | |
|
organization
Wells Fargo
|
Financial |
5
|
1 | |
|
person
David P. Harris
|
Professional |
5
|
1 | |
|
person
Jimmy C. Chang
|
Professional |
5
|
1 | |
|
person
MICHAEL
|
Professional |
5
|
1 | |
|
person
Mariela M. Vargova
|
Professional |
5
|
1 | |
|
person
Rockefeller Family Office
|
Historical origin |
5
|
1 | |
|
person
Mariela Vargova
|
Professional affiliation implied |
5
|
1 | |
|
person
Reuben Jeffery III
|
Employment |
1
|
1 | |
|
person
David Harris
|
Professional |
1
|
1 | |
|
person
Matt Gelfand
|
Employment |
1
|
1 |
| Date | Event Type | Description | Location | Actions |
|---|---|---|---|---|
| N/A | N/A | Partnership established with The Ocean Foundation to find marine conservation investments. | N/A | View |
| 2017-01-01 | N/A | Co-filing shareholder resolution: Proxy Voting | USA | View |
| 2017-01-01 | N/A | Co-filing shareholder resolution: Report on Business Standards | USA | View |
| 2016-09-08 | N/A | Participation in Operation Backpack 2016 | New York City | View |
| 2016-06-08 | N/A | Rockefeller Research Series: The Driverless Economy | Boston and New York (The Mo... | View |
| 2015-01-01 | N/A | Co-filing shareholder resolution: Separation of Chair & CEO | USA | View |
| 2013-01-01 | N/A | Co-filing shareholder resolution: Payday Lending | USA | View |
| 2012-01-01 | N/A | Co-filing shareholder resolution: Internal Controls Related to Mortgage Loan | USA | View |
| 2011-01-01 | N/A | Co-filing shareholder resolution: Separate Chair & CEO | USA | View |
No documents found for this entity.
Total Received
$83,600,000,000.00
7 transactions
Total Paid
$0.00
0 transactions
Net Flow
$83,600,000,000.00
7 total transactions
| Date | Type | From | To | Amount | Description | Actions |
|---|---|---|---|---|---|---|
| 2017-06-30 | Received | N/A | Rockefeller & Co. | $10,900,000,000.00 | Net assets under management | View |
| 2017-06-30 | Received | N/A | Rockefeller & Co. | $5,300,000,000.00 | Advisory assets | View |
| 2017-06-30 | Received | N/A | Rockefeller & Co. | $16,200,000,000.00 | Assets under advisement ($16.2 billion) | View |
| 2017-01-01 | Received | Various Investors | Rockefeller & Co. | $5,300,000,000.00 | Assets advised on by Rockefeller & Co. | View |
| 2017-01-01 | Received | Various Investors | Rockefeller & Co. | $10,900,000,000.00 | Assets overseen by Rockefeller & Co. | View |
| 2012-01-01 | Received | Clients | Rockefeller & Co. | $35,000,000,000.00 | Assets under advisement and administration rose... | View |
| 2008-01-01 | Received | Société Générale ... | Rockefeller & Co. | $0.00 | Société Générale closed purchase of 37% economi... | View |
As Sender
3
As Recipient
0
Total
3
CEO Message / Who We Are
From:
Rockefeller & Co.
To:
Website Visitor
Website section describing the CEO message and leadership team, emphasizing client focus and stewardship.
Webpage content
2017-11-14
CEO Message / Who We Are
From:
Rockefeller & Co.
To:
Website Visitor
Website section describing the CEO message and leadership team, emphasizing client focus and stewardship.
Webpage content
2017-11-14
Monthly Market Review
From:
Rockefeller & Co.
To:
General/Clients
Informational document regarding market review and company contact information.
Report
2017-11-01
Discussion 0
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