ROCKEFELLER & CO. LLC
Legal name: ROCKEFELLER CAPITAL MANAGEMENT
CRD #294197 SEC #801-113009 NEW YORK, NY 212-549-5100
SEC Registered Private Funds
Total AUM
$32.6B
Discretionary
$29.6B
Employees
554
Clients
251
Accounts
9,530
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $32.6B | $29.6B | $3B | 554 | 447 |
| Aug 2025 | $32.6B | $29.6B | $3B | 554 | 447 |
| Apr 2025 | $32.6B | $29.6B | $3B | 554 | 447 |
| Apr 2025 | $32.6B | $29.6B | $3B | 554 | 447 |
| Apr 2025 | $32.6B | $29.6B | $3B | 554 | 447 |
| Oct 2024 | $27.4B | $25.2B | $2.2B | 512 | 421 |
| Jul 2024 | $27.4B | $25.2B | $2.2B | 512 | 421 |
| May 2024 | $27.4B | $25.2B | $2.2B | 512 | 421 |
| Mar 2024 | $27.4B | $25.2B | $2.2B | 512 | 421 |
| Nov 2023 | $22.7B | $20.1B | $2.6B | 471 | 1,423 |
| Sep 2023 | $22.7B | $20.1B | $2.6B | 471 | 1,423 |
| Jun 2023 | $22.7B | $20.1B | $2.6B | 471 | 1,423 |
| May 2023 | $22.7B | $20.1B | $2.6B | 471 | 1,423 |
| Mar 2023 | $22.7B | $20.1B | $2.6B | 471 | 1,423 |
| Nov 2022 | $25.5B | $22.7B | $2.8B | 405 | 109 |
| Aug 2022 | $25.5B | $22.7B | $2.8B | 405 | 109 |
| Jun 2022 | $25.5B | $22.7B | $2.8B | 405 | 109 |
| Apr 2022 | $25.5B | $22.7B | $2.8B | 405 | 109 |
| Mar 2022 | $25.3B | $22.5B | $2.8B | 405 | 109 |
| Nov 2021 | $23.8B | $19.6B | $4.2B | 330 | 26 |
| Apr 2021 | $23.8B | $19.6B | $4.2B | 330 | 26 |
| Mar 2021 | $23.8B | $19.6B | $4.2B | 330 | 26 |
| Mar 2021 | $19.1B | $16.7B | $2.4B | 263 | 25 |
| Feb 2021 | $19.1B | $16.7B | $2.4B | 263 | 25 |
| Aug 2020 | $19.1B | $16.7B | $2.4B | 263 | 25 |
| Jun 2020 | $19.1B | $16.7B | $2.4B | 263 | 25 |
| Mar 2020 | $19.1B | $16.7B | $2.4B | 263 | 25 |
| Nov 2019 | $15B | $14.6B | $363.5M | 191 | 50 |
| Aug 2019 | $15B | $14.6B | $363.5M | 191 | 50 |
| Jul 2019 | $15B | $14.6B | $363.5M | 191 | 50 |
| Mar 2019 | $15B | $14.6B | $363.5M | 191 | 50 |
| Mar 2019 | $15.8B | $15.5B | $304.2M | 159 | 42 |
| Jan 2019 | $15.8B | $15.5B | $304.2M | 159 | 42 |
| Aug 2018 | $15.8B | $15.5B | $304.2M | 159 | 42 |
| Mar 2018 | $15.8B | $15.5B | $304.2M | 159 | 42 |
| Mar 2018 | $15.8B | $15.5B | $304.2M | 159 | 42 |
DateDec 2025
Total AUM$32.6B
Discretionary$29.6B
Non-Disc.$3B
Employees554
Clients447
DateAug 2025
Total AUM$32.6B
Discretionary$29.6B
Non-Disc.$3B
Employees554
Clients447
DateApr 2025
Total AUM$32.6B
Discretionary$29.6B
Non-Disc.$3B
Employees554
Clients447
DateApr 2025
Total AUM$32.6B
Discretionary$29.6B
Non-Disc.$3B
Employees554
Clients447
DateApr 2025
Total AUM$32.6B
Discretionary$29.6B
Non-Disc.$3B
Employees554
Clients447
DateOct 2024
Total AUM$27.4B
Discretionary$25.2B
Non-Disc.$2.2B
Employees512
Clients421
DateJul 2024
Total AUM$27.4B
Discretionary$25.2B
Non-Disc.$2.2B
Employees512
Clients421
DateMay 2024
Total AUM$27.4B
Discretionary$25.2B
Non-Disc.$2.2B
Employees512
Clients421
DateMar 2024
Total AUM$27.4B
Discretionary$25.2B
Non-Disc.$2.2B
Employees512
Clients421
DateNov 2023
Total AUM$22.7B
Discretionary$20.1B
Non-Disc.$2.6B
Employees471
Clients1,423
DateSep 2023
Total AUM$22.7B
Discretionary$20.1B
Non-Disc.$2.6B
Employees471
Clients1,423
DateJun 2023
Total AUM$22.7B
Discretionary$20.1B
Non-Disc.$2.6B
Employees471
Clients1,423
DateMay 2023
Total AUM$22.7B
Discretionary$20.1B
Non-Disc.$2.6B
Employees471
Clients1,423
DateMar 2023
Total AUM$22.7B
Discretionary$20.1B
Non-Disc.$2.6B
Employees471
Clients1,423
DateNov 2022
Total AUM$25.5B
Discretionary$22.7B
Non-Disc.$2.8B
Employees405
Clients109
DateAug 2022
Total AUM$25.5B
Discretionary$22.7B
Non-Disc.$2.8B
Employees405
Clients109
DateJun 2022
Total AUM$25.5B
Discretionary$22.7B
Non-Disc.$2.8B
Employees405
Clients109
DateApr 2022
Total AUM$25.5B
Discretionary$22.7B
Non-Disc.$2.8B
Employees405
Clients109
DateMar 2022
Total AUM$25.3B
Discretionary$22.5B
Non-Disc.$2.8B
Employees405
Clients109
DateNov 2021
Total AUM$23.8B
Discretionary$19.6B
Non-Disc.$4.2B
Employees330
Clients26
DateApr 2021
Total AUM$23.8B
Discretionary$19.6B
Non-Disc.$4.2B
Employees330
Clients26
DateMar 2021
Total AUM$23.8B
Discretionary$19.6B
Non-Disc.$4.2B
Employees330
Clients26
DateMar 2021
Total AUM$19.1B
Discretionary$16.7B
Non-Disc.$2.4B
Employees263
Clients25
DateFeb 2021
Total AUM$19.1B
Discretionary$16.7B
Non-Disc.$2.4B
Employees263
Clients25
DateAug 2020
Total AUM$19.1B
Discretionary$16.7B
Non-Disc.$2.4B
Employees263
Clients25
DateJun 2020
Total AUM$19.1B
Discretionary$16.7B
Non-Disc.$2.4B
Employees263
Clients25
DateMar 2020
Total AUM$19.1B
Discretionary$16.7B
Non-Disc.$2.4B
Employees263
Clients25
DateNov 2019
Total AUM$15B
Discretionary$14.6B
Non-Disc.$363.5M
Employees191
Clients50
DateAug 2019
Total AUM$15B
Discretionary$14.6B
Non-Disc.$363.5M
Employees191
Clients50
DateJul 2019
Total AUM$15B
Discretionary$14.6B
Non-Disc.$363.5M
Employees191
Clients50
DateMar 2019
Total AUM$15B
Discretionary$14.6B
Non-Disc.$363.5M
Employees191
Clients50
DateMar 2019
Total AUM$15.8B
Discretionary$15.5B
Non-Disc.$304.2M
Employees159
Clients42
DateJan 2019
Total AUM$15.8B
Discretionary$15.5B
Non-Disc.$304.2M
Employees159
Clients42
DateAug 2018
Total AUM$15.8B
Discretionary$15.5B
Non-Disc.$304.2M
Employees159
Clients42
DateMar 2018
Total AUM$15.8B
Discretionary$15.5B
Non-Disc.$304.2M
Employees159
Clients42
DateMar 2018
Total AUM$15.8B
Discretionary$15.5B
Non-Disc.$304.2M
Employees159
Clients42