💰 Financial Record

payment

Transaction Details

Amount
USD $10,900,000,000.0
Payer (From)
Payee (To)
Transaction Date
January 01, 2017
Description

Assets overseen by Rockefeller & Co.

Additional Details
Date string: 2017
Amount string: 10900000000
Source document: HOUSE_OVERSIGHT_012051.jpg

📄 Source Document

HOUSE_OVERSIGHT_012051.jpg
ESTATE Collection
View Document
Document Summary

This document is page 2 of 4 of a Bloomberg article printed on November 14, 2017. It details a financial deal where Viking Global, a hedge fund founded by Andreas Halvorsen, is backing a Rockefeller wealth firm led by Fleming. The article discusses the restructuring of the firm, the involvement of the Rockefeller family trust, and the legal and financial advisors involved (Ardea Partners, Willkie Farr & Gallagher, Paul Weiss). It mentions assets under management for both Rockefeller & Co ($10.9B) and Viking Global ($25B). The document bears the Bates stamp HOUSE_OVERSIGHT_012051.

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