Rockefeller Capital Management is a financial advisory and wealth management firm headquartered in New York, New York. Established in 1881, the organization operates as an investment adviser providing a broad range of financial services to a diverse global clientele. The firm’s core investment mandate focuses on delivering specialized advice and investment solutions through integrated functions including its Office of the CIO and various client-focused divisions. By leveraging a heritage that spans over 140 years, the firm maintains a significant presence in the financial services industry, focusing on long-term wealth preservation and strategic growth for its clients. This longevity serves as a foundation for its current operations, positioning the firm as a stable participant in the global financial markets while maintaining its historical roots in the family office tradition. In executing its investment strategy, Rockefeller Capital Management offers a comprehensive suite of services across primary asset classes, including active, multi-factor passive, and thematic investment approaches. The firm’s geographic focus is centered in the United States, where it maintains an extensive office network, while also providing international distribution and servicing capabilities for professional investors in jurisdictions such as the United Kingdom and Ireland. The investment process is characterized by a disciplined and collaborative team culture that seeks to identify opportunities across multiple market cycles. Within the broader rockefeller capital framework, the organization provides access to private banking, lending, and proprietary investment options. The strategy is further supported by the rockefeller capital management commitment to providing seasoned strategic advice and tailored investment management solutions that address the complex needs of non-US and domestic investors alike through various UCITS and advisory structures. Rockefeller Capital Management maintains a significant organizational scale, operating 53 offices worldwide to serve its expansive client base. The firm provides services to a wide range of entities, including families and individuals, institutional investors, and large corporations. This broad investor base benefits from the firm's extensive platform, which includes wealth planning, trust company services, and accounting alongside its core advisory functions. The organization’s reach is evidenced by its continued expansion into new geographic markets and its ability to attract professional wealth managers to its platform. As a global financial advisory firm, the rockefeller capital management platform integrates multiple service lines to provide a holistic approach to financial management. The firm continues to build upon its historic legacy by expanding its service offerings and geographic footprint, ensuring a comprehensive reach across the global financial landscape for its diverse set of institutional and private clients.