MP
CFP
MP
CFP

Margaret Pierattini

13 Years of Experience
San Francisco, CA
Broker

Margaret Pierattini is a CFP-designated registered investment advisor at Rockefeller Capital Management, based in San Francisco, CA, with 13 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,636 clients with $33B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
338 advisors
Number of Clients
5,636 clients
Average Client Portfolio
$5.8M average
Assets Under Management
$32.6B

Fee Structure

Investment management only (planning not offered)

RAM's fees for separately managed accounts typically range from 0.50% to 1.5% annually for equity strategies and from 0.10% to 0.75% annually for fixed income strategies, depending on the investment strategy and the amount invested. Some fixed income strategies are available at no fee to private wealth clients through a wrap fee program. The standard fee for the Long/Short Equity Strategy is 1.5% annually plus a 20% performance fee. The standard fee for the FinTech Venture Capital strategy is 2.0% annually plus a 20% carried interest. The standard fee for its Growth Equity strategy is a 2.0% annual investment advisory fee (with the fee rate stepping down after the investment period) and a 20% carried interest, subject to a preferred return.

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Location

Two Embarcadero Center, Suite 2320, San Francisco, CA, 94111

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Rockefeller Capital Management
July 2023 - Present · 3 yrs
Rockefeller Capital Management
May 2023 - Present · 3 yrs 2 mos
Rockefeller Financial LLCBroker
May 2023 - Present · 3 yrs 2 mos
Previous Registrations
First Republic Investment Management, INC.
January 2016 - May 2023 · 7 yrs 4 mos
First Republic Securities Company, LLCBroker
January 2016 - May 2023 · 7 yrs 4 mos
Lateef Investment Management, LP.
December 2013 - March 2016 · 2 yrs 3 mos
Foreside Funds Distributors LLCBroker
June 2012 - January 2016 · 3 yrs 7 mos
State Registrations18 states
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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.
Margaret Pierattini - Financial Advisor | TrueAdvisor