💰 Financial Record

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Transaction Details

Payer (From)

Viking Global Investors LP Linked to Viking Global Investors LP

Payee (To)

Rockefeller Capital Management Linked to Rockefeller Capital Management

Transaction Date

October 04, 2017

Description

Investment to back the new firm; financial terms not disclosed.

Additional Details

Date string: 2017-10-04

Amount string:

Source document: HOUSE_OVERSIGHT_012048.jpg

📄 Source Document

HOUSE_OVERSIGHT_012048.jpg

ESTATE Collection

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Document Summary

This document is a Business Wire press release dated October 4, 2017, announcing the formation of Rockefeller Capital Management. The new independent firm is a partnership between Rockefeller Financial Services, Inc. and Gregory J. Fleming, who will serve as CEO, with financial backing from Viking Global Investors LP. The document outlines the firm's focus on wealth management, asset management, and strategic advisory, and includes quotes from David Rockefeller, Jr. and Gregory Fleming regarding the partnership and future growth strategies. The footer indicates this document is part of a House Oversight collection.

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