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Investments

2

Portfolio Exits

1

Partners & Customers

3

Service Providers

1

About Rockefeller Capital Management

Rockefeller Capital Management is an independent financial services firm focused on wealth management, asset management, and strategic advisory. It was founded in 1982 and is based in New York, New York.

Rockefeller Capital Management Headquarter Location

45 Rockefeller Plaza Floor 5

New York, New York, 10111,

United States

212-549-5100

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Latest Rockefeller Capital Management News

Rockefeller Capital Management Acquires Spearhead Capital

Jun 7, 2022

Rockefeller Capital Management acquired the wealth management business of Spearhead Capital, a Florida boutique financial services firm providing a range of solutions to ultra-high net worth investors, family offices, and private placement markets. Within the Rockefeller Global Family Office, the new team will operate as The Bostwick Walters Group, comprised of 12 financial professionals serving…

Rockefeller Capital Management Investments

2 Investments

Rockefeller Capital Management has made 2 investments. Their latest investment was in Pivot Bio as part of their Series D on July 7, 2021.

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Rockefeller Capital Management Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

7/19/2021

Series D

Pivot Bio

$430M

Yes

29

9/28/2020

Series E

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$99M

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10

Date

7/19/2021

9/28/2020

Round

Series D

Series E

Company

Pivot Bio

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Amount

$430M

$99M

New?

Yes

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Co-Investors

Sources

29

10

Rockefeller Capital Management Portfolio Exits

1 Portfolio Exit

Rockefeller Capital Management has 1 portfolio exit. Their latest portfolio exit was Allbirds on November 03, 2021.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

11/3/2021

IPO

$99M

Public

1

Date

11/3/2021

Exit

IPO

Companies

Valuation

$99M

Acquirer

Public

Sources

1

Rockefeller Capital Management Acquisitions

8 Acquisitions

Rockefeller Capital Management acquired 8 companies. Their latest acquisition was Spearhead on June 07, 2022.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

6/7/2022

$99M

Acquired

1

6/6/2022

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$99M

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10

5/27/2022

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$99M

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10

11/15/2021

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$99M

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10

1/5/2021

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$99M

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10

Date

6/7/2022

6/6/2022

5/27/2022

11/15/2021

1/5/2021

Investment Stage

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

Note

Acquired

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Sources

1

10

10

10

10

Rockefeller Capital Management Partners & Customers

3 Partners and customers

Rockefeller Capital Management has 3 strategic partners and customers. Rockefeller Capital Management recently partnered with CAIS on December 12, 2018.

Date

Type

Business Partner

Country

News Snippet

Sources

12/11/2018

Vendor

United States

1

12/11/2018

Vendor

United States

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10

9/30/2018

Vendor

United States

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10

Date

12/11/2018

12/11/2018

9/30/2018

Type

Vendor

Vendor

Vendor

Business Partner

Country

United States

United States

United States

News Snippet

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Sources

1

10

10

Rockefeller Capital Management Service Providers

1 Service Provider

Rockefeller Capital Management has 1 service provider relationship

Service Provider

Associated Rounds

Provider Type

Service Type

Acquired - II

Counsel

General Counsel

Service Provider

Associated Rounds

Acquired - II

Provider Type

Counsel

Service Type

General Counsel

Partnership data by VentureSource

Rockefeller Capital Management Team

1 Team Member

Rockefeller Capital Management has 1 team member, including former Senior Vice President, Kara Mulcahy Valentine.

Name

Work History

Title

Status

Kara Mulcahy Valentine

Senior Vice President

Former

Name

Kara Mulcahy Valentine

Work History

Title

Senior Vice President

Status

Former

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