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Rockefeller Asset Management

45 Rockefeller Plaza, Floor 5, New York, NY, 10111, United States

Overview

Wealth management and asset management for individuals and institutions.

Founded

1882

Deals ยท 12mo

2

Links

WebsiteLinkedInX (Twitter)

Stage focus

Debt
Series A

Geographic focus

Canada
United States

Sector focus

Commercial Real Estate
Financial Services
Real Estate

Investment portfolio

10rounds
NAMEDATESIZE
Ledgebrook
Oct 2026Led
$200 MSeries D
Luminary
Sep 2026Participated
$22 MSeries A
LeapXpert
Jan 2025Participated
$20 MSeries B
Koho
Oct 2024Participated
$141 MDebt
KOHO Financial
Oct 2024Participated
$138 MDebt
Argyle
Mar 2024Led
$30 MOther Equity
Momnt
Sep 2023Participated
$15 MOther Equity
LeapXpert
Mar 2023Led
$22 MSeries A
Luminary
Feb 2023Participated
$10 MSeed
Meati
Jan 2023Participated
$22 MSeries C
Ledgebrook
Oct 2026Led
$200 MSeries D
Luminary
Sep 2026Participated
$22 MSeries A
LeapXpert
Jan 2025Participated
$20 MSeries B
Koho
Oct 2024Participated
$141 MDebt
KOHO Financial
Oct 2024Participated
$138 MDebt
Argyle
Mar 2024Led
$30 MOther Equity
Momnt
Sep 2023Participated
$15 MOther Equity
LeapXpert
Mar 2023Led
$22 MSeries A
Luminary
Feb 2023Participated
$10 MSeed
Meati
Jan 2023Participated
$22 MSeries C
10
Items
Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

Rockefeller Asset Management: 10 funding rounds are recorded in the selected participation categories.All available history.
Rockefeller Asset Management: 10 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed01
Series A11
Series B01
Series C+11
Other Equity11
Debt02

Monthly Deal Activity

Rockefeller Asset Management: 10 deals are recorded across 46 months.All available history.
Rockefeller Asset Management: 10 deals are recorded across 46 months. All available history
MonthDeals
Jan '231
Feb '231
Mar '231
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '231
Oct '230
Nov '230
Dec '230
Jan '240
Feb '240
Mar '241
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '242
Nov '240
Dec '240
Jan '251
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '250
Aug '250
Sep '250
Oct '250
Nov '250
Dec '250
Jan '260
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '261
Oct '261

Sector Breakdown

Rockefeller Asset Management: Fintech is the largest displayed sector by deal count (6 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Rockefeller Asset Management: Fintech is the largest displayed sector by deal count (6 deals). All available history
SectorDeals
Fintech6
Networks, Cloud & Communication4
Hardware & Robotics2
AI & Machine Learning2
Professional Services2
Data, Analytics & IT2
E-Commerce & Retail1
Food & Agriculture1
Real Estate & Construction1
Transportation & Logistics1
Developer Tools1
Consumer & Lifestyle1

Deal Size Distribution

Rockefeller Asset Management: 10 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Rockefeller Asset Management: 10 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M1
$10M-$25M5
$25M-$50M1
$50M-$100M0
$100M-$250M3
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Rockefeller Asset Management: United States has the largest recorded deal count among the displayed regions (9 deals).All available history.

Top 2 of 2 regions; European countries are grouped as Europe.

Rockefeller Asset Management: United States has the largest recorded deal count among the displayed regions (9 deals). All available history
RegionDeals
United States9
Canada1
Rockefeller Asset Management: 19 co-investors are shown, with 8VC sharing 2 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Rockefeller Asset Management: 19 co-investors are shown, with 8VC sharing 2 recorded deals. All available history
Co-investorShared deals
8VC2
BDC2
Drive Capital2
Fin Capital2
Focus Financial Partners2
Partnership Fund for New York City2
PROPELR Growth2
TTV Capital2
Uncorrelated Ventures2
Allianz X1
Bain Capital Ventures1
BNY Mellon1
Checkr1
CMFG Ventures1
Portage1
Revolution Growth1
Saluda Grade1
SignalFire1
Ten Coves Capital1

Investment Strategy

Rockefeller Asset Management: Led accounts for 30% and participating for 70% of round participation.All available history.
Rockefeller Asset Management: Led accounts for 30% and participating for 70% of round participation. All available history
CategoryDeals (count)Share (%)
Led330%
Participating770%
Rockefeller Asset Management: Single-lead accounts for 67% and co-led for 33% of lead dynamics.All available history.
Rockefeller Asset Management: Single-lead accounts for 67% and co-led for 33% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead267%
Co-led133%

Team

Burt Mills

Managing Director and Chief Operating Officer for Investment & Client Solutions

Edward Moldaver

Managing Director

Gregory J. Fleming

Founder, President and CEO

Jack Ryan

Chief Operating Officer

Jeremy Selbst

Vice President, Strategic Advisory

Mark Alexander

Chief Information, Technology and Operations Officer

Michael Parker

Managing Director

Mitch Theiss

Vice Chairman of Strategic Advisory