Rockefeller Capital Management

$36.76BAssets under management
as of Mar 2026 · SEC Form ADV
New York, NY
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Tech stack

No one at Rockefeller Capital Management has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $10.3B held · filed Oct 2024
State Street
Per Form ADV · $4.4B held · filed Oct 2024
J.P. Morgan
Per Form ADV · $2.7B held · filed Oct 2024
Schwab
Per Form ADV · $2.1B held · filed Oct 2024