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- Custodian
- Fidelity/NFS · First Republic Bank · FNZ Trust · Goldman Sachs · JP Morgan · Merrill Lynch · Morgan Stanley · Northern Trust · SEI · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2018
- Office Locations
- 76
Office Locations
About Rockefeller Capital Management
Rockefeller Capital Management provides wealth management through Rockefeller Global Family Office, serving families and individuals alongside institutional investors and corporations. The firm delivers financial planning and investment management/portfolio construction across public markets, ETFs and alternative strategies, with an active‑management mindset. Distinctive Rockefeller-family heritage (140+ years; seven generations) supports a retail-and-institutional distribution focus.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GREGORY JAMES FLEMING
Chief Executive Officer, Director, President
- CRD
- #2338986
- Ownership
- Less than 5%
Ashley McCarthy
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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ADAM SCOTT ABRAMSON
Wealth Advisor
- CRD
- #5345373
ARTHUR GOODALL ALEXANDER JR
Advisor
- CRD
- #2696
Showing 2 of 347 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,800,176,504 | $3,206,309 |
| Non-Discretionary | $4,963,921,693 | $8,848,345 |
| Total | $36,764,098,197 | $3,508,359 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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