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July 31, 2015 7:51 PM ET

Capital Markets

Company Overview of Rockefeller & Co., Inc.

Company Overview

Rockefeller & Co., Inc. is a privately owned investment manager. It provides its services to High net worth individuals, their families, family offices and related entities, funds organized as domestic or offshore (non-U.S.) companies, limited partnerships, limited liability companies or other types of legal entities; U.S. registered investment companies; Trusts and other fiduciary accounts , Foundations, endowments, charitable and other nonprofit institutions; Taxable and tax-exempt accounts, and Sovereign Nation(s). The firm manages separate client-focused equity and fixed income portfolios. The firm invests in the public equity markets across the globe. It invests in the fixed income m...

10 Rockefeller Plaza

New York, NY 10020

United States

Founded in 1882

Phone:

212-549-5330

Fax:

212-549-5524

Key Executives for Rockefeller & Co., Inc.

President, Chief Executive Officer, and Member of the Board
Age: 62
Chief Financial Officer and Managing Director
Chief Operating Officer and Managing Director
Chief Investment Officer, Managing Director, and Portfolio Manager
Chief Administrative Officer, Secretary, Managing Director, and General Counsel
Compensation as of Fiscal Year 2015.

Rockefeller & Co., Inc. Key Developments

Touchstone Investments Appoints Rockefeller as Sub-Advisor to Touchstone Sustainability, Impact Equity Fund

Touchstone Investments announced that Rockefeller & Co.'s heritage of sustainable and responsible investing is now available through the Touchstone Sustainability and Impact Equity Fund. This fund will provide broader access to a cutting edge strategy managed by seasoned practitioners in the sustainable space. As sub-advisor, Rockefeller & Co. selects investments for the fund based on an evaluation not only of a company's financial condition, but also its ESG practices. The fund's investment process begins with the creation of a core global equity portfolio through an assessment of industry and company prospects, and the development of investment themes, in an effort to identify securities selling at compelling discounts to their fair value. Rockefeller & Co. then focuses its evaluation on the sustainability issues associated with an individual company's businesses and the risks that arise from that business model.

Rockefeller & Co., Inc. Presents at 2015 National Association of Water Companies Financial Forum, Jul-15-2015

Rockefeller & Co., Inc. Presents at 2015 National Association of Water Companies Financial Forum, Jul-15-2015 . Venue: 109 W. 39th Street (6th Ave), New York, NY 10018, United States. Speakers: Ran Tao, Rolando Morillo.

Rockefeller & Co., Inc. Presents at ESG, SRI & Impact Investing Summit, Mar-30-2015 09:40 AM

Rockefeller & Co., Inc. Presents at ESG, SRI & Impact Investing Summit, Mar-30-2015 09:40 AM. Venue: The Princeton Club, New York, New York, United States. Speakers: Farha-Joyce Haboucha, Director of Sustainability & Impact Investing, Senior Portfolio Manager, and Managing Director.

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Recent Private Companies Transactions

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