💰 Financial Record

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Transaction Details

Amount

USD $35,000,000,000.0

Payer (From)

Clients Linked to Clients

Payee (To)

Rockefeller & Co. Linked to Rockefeller & Co.

Transaction Date

January 01, 2012

Description

Assets under advisement and administration rose to $35 billion.

Additional Details

Date string: 2012-06

Amount string: 35000000000

Source document: HOUSE_OVERSIGHT_012099.jpg

📄 Source Document

HOUSE_OVERSIGHT_012099.jpg

ESTATE Collection

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Document Summary

This document is a printout of a 2012 Barron's article titled 'Rock of Ages' detailing the resilience of Rockefeller & Co. following the 2008 financial crisis and the suicide of its CEO, James S. McDonald, in 2009. The article highlights the leadership of successor CEO Reuben Jeffery III and discusses a strategic financial deal involving the sale of Société Générale's stake in the firm to Lord Jacob Rothschild's RIT Capital Partners. The document bears a House Oversight Bates stamp.

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