Rockefeller Global Investment Management operates as an investment management division of Rockefeller & Co. LLC. The firm provides discretionary, non-discretionary, and model-delivery investment management services spanning global equities, alternative investments, and fixed income strategies. Serving institutional investors, intermediaries, and high-net-worth individuals and families through the Rockefeller Global Family Office, the firm utilizes a fundamental, research-driven investment process. Rockefeller Global Investment Management offers various investment vehicles, including separately managed accounts, open-end mutual funds, exchange-traded funds, and privately offered investment funds. The firm traces its roots back to 1882, when John D. Rockefeller established an office to manage the family's financial and philanthropic interests. Today, Rockefeller Capital Management L.P. serves as the ultimate parent company, with ownership stakes held by Viking Global Investors, management, family members, and other institutional partners.
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.