The intelligence graph connecting private capital, companies and real assets. Public records ingested on their own cadence, resolved to one identity by shared identifier, connected by typed relationships with a date and a source on every edge, and read by detectors that say what changed and what it means. Facts, derived metrics, signals, anomalies and inferences are labelled as such.
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advised by ROCKEFELLER CAPITAL MANAGEMENT
New York, United States
Data as of (this record's last observation) from sec_form_adv_history. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Nov 3, 2023 | $317M | 56 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Sep 18, 2023 | $317M | 56 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Jun 9, 2023 | $317M | 56 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| May 2, 2023 | $317M | 56 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Mar 31, 2023 | $317M | 56 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Nov 14, 2022 | $404M | 45 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Aug 12, 2022 | $404M | 45 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Jun 13, 2022 | $404M | 45 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Apr 29, 2022 | $404M | 45 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Apr 29, 2022 | $404M | 45 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Mar 31, 2022 | $404M | 45 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Nov 2, 2021 | $412M | 50 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Apr 22, 2021 | $412M | 50 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Mar 31, 2021 | $412M | 50 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Mar 1, 2021 | $416M | 52 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Feb 22, 2021 | $416M | 52 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Aug 17, 2020 | $416M | 52 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Jun 26, 2020 | $416M | 52 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Mar 30, 2020 | $416M | 52 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Nov 1, 2019 | $391M | 55 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Aug 8, 2019 | $391M | 55 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Jul 9, 2019 | $391M | 55 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Mar 29, 2019 | $391M | 55 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Mar 1, 2019 | $373M | 50 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Jan 8, 2019 | $373M | 50 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Aug 30, 2018 | $373M | 50 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Mar 29, 2018 | $373M | 50 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Mar 29, 2018 | $373M | 50 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Mar 28, 2018 | $373M | 50 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND, LP |
| Aug 16, 2017 | $291M | 46 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Mar 31, 2017 | $291M | 46 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Jan 3, 2017 | $252M | 43 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Dec 16, 2016 | $252M | 43 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Nov 2, 2016 | $252M | 43 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Jul 8, 2016 | $252M | 43 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| May 13, 2016 | $252M | 43 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Mar 30, 2016 | $252M | 43 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Feb 4, 2016 | $251M | 44 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Feb 4, 2016 | $251M | 44 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Jan 28, 2016 | $251M | 44 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Jan 11, 2016 | $251M | 44 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Dec 11, 2015 | $251M | 44 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Nov 6, 2015 | $251M | 44 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Apr 28, 2015 | $251M | 44 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Mar 31, 2015 | $251M | 44 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Oct 3, 2014 | $229M | 47 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Jul 11, 2014 | $229M | 47 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| May 19, 2014 | $229M | 47 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Mar 31, 2014 | $229M | 47 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Oct 18, 2013 | $164M | 43 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Oct 18, 2013 | $164M | 43 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Oct 18, 2013 | $164M | 43 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Oct 18, 2013 | $164M | 43 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Apr 30, 2013 | $164M | 43 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Apr 1, 2013 | $164M | 43 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Jan 11, 2013 | $143M | 41 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Oct 5, 2012 | $143M | 41 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Jun 4, 2012 | $143M | 41 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Apr 13, 2012 | $143M | 41 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Mar 30, 2012 | $143M | 41 | $100,000 | 0.0% | yes | ROCKEFELLER BALANCED FUND |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | THE NORTHERN TRUST COMPANY | CHICAGO | Illinois | United States | no | n/a |