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Peter Quackenbush

Rockefeller Capital Management
22 Years of Experience
Atlanta, GA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Peter Quackenbush is a registered investment advisor at Rockefeller Capital Management, based in Atlanta, GA, with 22 years of industry experience. Peter 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.

Rockefeller Capital Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
347 advisors
Number of Clients
6,490 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$36.8B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3060 Peachtree Road, NW, Suite 110, Atlanta, GA, 30305

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2008
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Peter owns Quackenbush Holdings LLC, a real estate holdings company, and spends minimal time managing it. Peter is also a licensed insurance agent with RCM Insurance Svces LLC.

Employment History
Current Registrations
Rockefeller Capital Management
February 2024 - Present · 2 yrs 8 mos
Rockefeller Capital Management
January 2019 - Present · 7 yrs 9 mos
Rockefeller Financial LLCBroker
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2008 - January 2019 · 10 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2008 - January 2019 · 10 yrs 3 mos
Morgan Stanley & CO. Incorporated
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley
October 2004 - April 2007 · 2 yrs 6 mos
Morgan Stanley Dw INC.Broker
August 2004 - April 2007 · 2 yrs 8 mos
State Registrations42 states
AKALAZCACOCTDEFLGAIDILINKSKYLAMAMDMIMOMSNCNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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