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Rockefeller Capital Partnership

Rockefeller Capital Management

Source: Advisor News Network Intelligence
Total Package

350%

Upfront

200%

Backend

150%

Forgiveness

5 yrs

Equity
Yes
Deal Highlights
350% total / 200% upfront with equity stake
5-year forgiveness structure
Equity component aligns advisor with firm growth
Access to Rockefeller Global Family Office platform
No AUM minimum for top teams
ReportedJanuary 1, 2026
About Rockefeller Capital Management
Typeria
Advisors—
Total AUM~130B
Net 30d+4
Momentumgaining
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