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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: New York / Tri-State HQ: New York, NY

Rockefeller Capital Management

$93.5B Total AUM · Institutional LP profile covering 5 historical fund disclosure records ($125.0M parsed USD across disclosed rows) across disclosed strategy exposure in Infrastructure, Buyout, Private Credit, Venture Capital, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
5
5 Open Source Trails Below
Sum of Disclosed Rows
$125.0M
Total AUM: $93.5B
Median Disclosed Amount
$25.0M
Range: $15.0M – $35.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/5)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Rockefeller Capital Management

5 Open Source Trails (No Registration)

Showing all 5 tracked historical disclosure records for Rockefeller Capital Management (zero hidden commitment rows). Click Inspect Source on any row to view field-level substantiation.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
DigitalBridge Partners IIIAdviser 7.B Vehicle Infrastructure 2024
$30.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Serent Capital VAdviser 7.B Vehicle Buyout 2023
$25.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Blue Owl First Lien Fund IIAdviser 7.B Vehicle Private Credit 2023
$15.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Battery Ventures XIVAdviser 7.B Vehicle Venture Capital 2022
$35.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Bregal Sagemount IVAdviser 7.B Vehicle Growth Equity 2022
$20.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
100% of Indexed Public Disclosure Rows Shown Above (5/5): Pilot workspace access unlocks LP 360° Allocation Gap & FY2026 Pacing, Decision-Maker Investment Contacts (2) & Proposal Intake Channels, Gatekeeper Consultants (1), and Affinity / Attio / HubSpot CRM Export.

Forward-Looking Searches, Pacing Plans & Governance Updates — Rockefeller Capital Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (2) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Rockefeller Capital Management

249 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Rockefeller Capital Management (5 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 3 Shared Vehicles

South Carolina RSIC

Public Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
DigitalBridge Partners III (2024 Vintage)
Rockefeller Capital Management: $30.0M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
South Carolina RSIC: $75.0M · CAFR / Board Packet

Additional shared vehicles: Blue Owl First Lien II (2023 Vintage) · Battery Ventures XIV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 2 Shared Vehicles

Wisconsin Investment Board (SWIB)

Public Pension Plan Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Battery Ventures XIV (2022 Vintage)
Rockefeller Capital Management: $35.0M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
Wisconsin Investment Board (SWIB): $50.0M · CAFR / Board Packet (2021 ACFR p.111)

Additional shared vehicles: DigitalBridge Partners III (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 2 Shared Vehicles

Washington State Investment Board

Public Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
DigitalBridge Partners III (2024 Vintage)
Rockefeller Capital Management: $30.0M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
Washington State Investment Board: $150.0M · CAFR / Board Packet (2021 ACFR p.122)

Additional shared vehicles: Battery Ventures XIV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+246 Additional Institutional LPs Report Shared Vehicles with Rockefeller Capital Management

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Request Pilot Access to Full Workspace Data for Rockefeller Capital Management

You are viewing 5 open public preview records — all 5 currently indexed public disclosure records for Rockefeller Capital Management are shown openly above (zero hidden commitment rows). Request pilot workspace access to unlock LP 360° pacing, decision-maker contacts & intake channels, gatekeeper consultants, bilateral intro paths, and CRM export:

  • LP 360° Target-vs-Actual Allocation Gap & FY2026 Pacing Plan
  • Bilateral Shared-Fund Co-Investor Graph (249 connected LPs)
  • Decision-Maker Investment Contacts (2) & official proposal intake channels
  • Retained gatekeeper consultants (1) & Affinity / Attio / HubSpot CRM export

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Strategies Disclosed by Rockefeller Capital Management

Infrastructure LPs →Buyout LPs →Private Credit LPs →Venture Capital LPs →Growth Equity LPs →

Frequently Asked Questions: Rockefeller Capital Management

What type of institutional allocator is Rockefeller Capital Management and what is their typical disclosed ticket size?

Rockefeller Capital Management is categorized under Family Office / MFO (Regional Roadshow Hub: New York / Tri-State; Headquarters: New York, NY). Across 5 historical disclosure records tracked on Prilago ($125.0M total parsed USD across disclosed rows), the median disclosed amount is $25.0M (range: $15.0M to $35.0M).

Which private-market strategies appear in Rockefeller Capital Management's public disclosures?

Rockefeller Capital Management has disclosed records across Infrastructure, Buyout, Private Credit, Venture Capital, Growth Equity. Open preview records include DigitalBridge Partners III (2024 Vintage), Serent Capital V (2023 Vintage), Blue Owl First Lien Fund II (2023 Vintage), Battery Ventures XIV (2022 Vintage).

How are Rockefeller Capital Management's historical records substantiated and separated from active searches on Prilago?

Records for Rockefeller Capital Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Rockefeller Capital Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/rockefeller-capital-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Rockefeller Capital Management?

In Prilago's bilateral commitment graph, Rockefeller Capital Management shares resolved underlying fund vehicles with 249 institutional LPs across 5 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include South Carolina RSIC (3 shared vehicles, e.g. DigitalBridge Partners III (2024 Vintage)), Wisconsin Investment Board (SWIB) (2 shared vehicles, e.g. Battery Ventures XIV (2022 Vintage)), Washington State Investment Board (2 shared vehicles, e.g. DigitalBridge Partners III (2024 Vintage)).

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