FI  Rockefeller Capital Management

https://rcm.rockco.com/





     Office Locations:

10877 Wilshire Blvd, Suite 700
Los Angeles, CA 90024
Phone: 424-600-7920

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Stages:

  • Middle Market


 

Industries:

  • Business Services
  • Energy & Clean Tech
  • Financial Services
  • Information Technology
  • Manufacturing & Industrial
  • Real Estate & Construction
  • Software & Internet
  • Transportation & Distribution

  •  

    Description:

    Founded in 1882, Rockefeller Capital Management is a privately owned investment manager that began selling its expertise to other families in 1980. By mid-2008 the firm had $28 billion of clients' assets under its hood. The firm manages separate client-focused equity and fixed income portfolios, investing in the public equity markets across the globe. Rockefeller also invests in alternative markets across the globe, however only invests in the fixed income markets of United States. Current Chairman of the Board of Directors, David Rockefeller, Jr. is a leader in the fourth generation of John D. Rockefeller's family, and an active participant in the nonprofit arena, especially in the areas of the environment, the arts and philanthropy. Rockefeller is a Trustee of the Museum of Modern Art and the Asian Cultural Council and is also a fellow of the American Academy of Arts and Sciences and a member of the Council on Foreign Relations. John D. Rockefeller Sr. was an American oil industry business magnate, industrialist, and philanthropist, and is widely considered the wealthiest American of all time. As of September 30, 2016, Rockefeller & Co. has approximately $15.2 billion in client assets under advisement for individuals, family offices, nonprofit organizations, foundations, endowments, and global institutions. This number includes net assets under management of approximately $10.1 billion plus approximately $5.1 billion in advisory assets.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription or New York Database subscription.
    Chloe Duanshi Managing Director
    Chris Dupuy Co-President
    David Peter Harris CFA CIO, President of Asset Management
    Eric Konigsberg COO
    Gregory J. Fleming CEO

     

    Recent Funding Events (trailing 12 months):


      Date


      Name


      State


      Amount


      Stage


      03/05/2024


      Argyle


      NY


      $30,000,000


      Venture Debt & Equity


     

    Portfolio companies include:


      Argyle
        web link


      LeapXpert
        web link


      Pivot Bio


     

    Recent News: