Angela Mwanza
Angela Mwanza is a registered investment advisor at Rockefeller Capital Management, based in New York, NY, with 25 years of industry experience. Angela is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 6,490 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees vary by strategy, mandate size, and asset class. Equity strategies typically range from 0.50% to 1.5% annually, and fixed income strategies typically range from 0.10% to 0.75% annually. Private equity strategies charge up to 2.0% of committed capital plus carried interest. Fees are negotiable.
Fee Estimator
Location
45 Rockefeller Plaza, New York, NY, 10111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Angela is involved in several outside business activities, including being a guest lecturer at Cornell University, a partner in HM3B LLC (real estate), a member of the supervisory board for Jumia Technologies AG, and a board member/advisor for Project Drawdown, Yellow Work, Inc., and Summit Junto LLC. She is also a co-managing member of Thunder & Lightning LLC, a rental property.
Employment History
Current Registrations
Rockefeller Capital Management
Rockefeller Capital Management
Rockefeller Financial LLCBroker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Lehman Brothers INC.
Lehman Brothers INC.Broker
Quick & Reilly, INC.Broker
J.P. Morgan Securities INC.Broker
J.P. Morgan Securities INC.Broker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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