Rockefeller Capital Management raises funds at $6.6 billion valuation, CNBC reports

Published 14/10/2025, 13:48
Rockefeller Capital Management raises funds at $6.6 billion valuation, CNBC reports

Investing.com -- Rockefeller Capital Management, the wealth manager that originated from John D. Rockefeller’s family office, has secured new funding from investment firms representing ultra-wealthy families, according to a CNBC report on Tuesday.

The company reportedly plans to formally announce the deal that values it at $6.6 billion later on Tuesday. The valuation is more than double its $3 billion valuation in 2023. The specific terms of the transcation were not disclosed.

The funding round was led by Mousse Partners, the family office of Chanel’s owners; Progeny 3, a Kirkland, Washington-based firm built on a shipping fortune; and Abrams Capital, the hedge fund manager founded by David Abrams, who previously worked with The Baupost Group’s Seth Klarman.

The Rockefeller family maintains a minority stake in the firm, having transferred some of their equity from their former family office when Rockefeller Capital Management was established in 2018 with $18 billion in assets. The company now manages $187 billion in assets.

Upon completion of the transaction, expected by the end of 2025, founding investor Viking Global Investors will no longer be the majority shareholder but will retain the largest individual stake in the company.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.