A distinguished financial services firm specializing in wealth management, asset management, and investment banking. The firm connects clients to unique solutions and opportunities, building on the Rockefeller family legacy of excellence and integrity.
1882
Privately held
Emphasizes attractive risk-adjusted returns and portfolio diversification through alternative investments.
New York, Ny, United States
About
Mission
We provide personalized solutions reflecting individual client needs, emphasizing sustainable and opportunistic investing to create tailored strategies.
Values
Integrity, Excellence, Innovation, Client-Centric Approach, Sustainability
Participant Demographics
Serving ultra- and high-net-worth individuals, families, businesses, and institutions.
Track Record
Team Experience
Emphasizes experienced professionals and a seasoned leadership team.
Notable Achievements
Managing approximately $149 billion in assets across 53 offices worldwide.
Project Track Record
Focus on sustainable and thematic investments.
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New York, Ny, United States
Legal & Compliance
SEC, FINRA
No major violations
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