Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

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Firms / R••••••••• C•••••• M•••••••••

R••••••••• C•••••• M•••••••••

Private equity with venture activity · probableNew York, NYr•••••••••SEC registered investment adviserpart of R•••••••••

One of 2 advisers that share r•••••••••; the firm is R•••••••••. R••••••••• • C••• I•••. Each keeps its own CRD, funds and filings; the grouping is the website each swore to on Form ADV and is recomputed every pass.

registered adviser; venture funds are 0% of 39 private funds

Importance
29
moderate
Active deployment
0
low
Emerging
0
low
Completeness
38
elevated
Freshness
97
high
Research priority
9
low
Identity and regulatory footprint
Headquarters
New York, NYadviserinfo.sec.gov
Office address
45 ROCKEFELLER PLAZA, FLOOR 5, New York, NY, 10111adviserinfo.sec.gov
Business phone
212-549-5100adviserinfo.sec.gov
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 31, 2026
Private funds reported
39 (1 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$4.1Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$37Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
602
Owners on Schedule A
D••••• 3• C••••• L••• (Member), C; D••••• 2• C••••• L••• (Member), C; R••••••••• C•••••• M••••••••• G•••••• P•••••• L••••• (G•••••• Partner), F; V••••• G••••• P••••••• L•• (G•••••• Partner), F; V••••• G••••• I•••••••• L• (Voting Security Shareholder), D; R••••••••• C•••••• M••••••••• L••• (Member), E; R•• O••• L•• (Member), E
business phone
212-549-5100adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
not stated
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
0 reported
No vehicle on record yet. A fund arrives from Form ADV Schedule D 7.B.(1) or a Form D filing.
Investment team
7 current, 4 departed
4 departed (kept with end dates)
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
9 dated events
  1. Oct 23, 2024
    J••• F•••••• R••• (Chief Administrative Officer) no longer on Schedule A of R••••••••• C•••••• M•••••••••
  2. Oct 1, 2022
    A••••• S•••••••• joined Schedule A of R••••••••• C•••••• M••••••••• as Chief Financial Officer
  3. Mar 31, 2021
    J••••••• E•••••••• (G•••••• Counsel & Secretary) no longer on Schedule A of R••••••••• C•••••• M•••••••••
  4. Nov 1, 2020
    W•••••• J••••• F•••••• joined Schedule A of R••••••••• C•••••• M••••••••• as Secretary
  5. Mar 1, 2019
    H••••• S•••• (Chief Operating Officer) no longer on Schedule A of R••••••••• C•••••• M•••••••••
  6. Jan 8, 2019
    Y••••• M•••• G••••• (G•••••• Counsel & Secretary) no longer on Schedule A of R••••••••• C•••••• M•••••••••
  7. Jan 1, 2019
    J••• F•••••• R••• joined Schedule A of R••••••••• C•••••• M••••••••• as Chief Operating Officer
  8. Mar 28, 2018
    R••••••••• C•••••• M••••••••• first filed Form ADV (IA)
  9. Mar 1, 2018
    J••••••• E•••••••• joined Schedule A of R••••••••• C•••••• M••••••••• as G•••••• Counsel & Secretary
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 0% of 39 private funds
  2. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 0% of 46 private funds
Evidence
64 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_funds_reportedMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserOct 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2018-03-28Oct 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2026-03-31Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2024-10-23Oct 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC statusApprovedMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective2018-03-01Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture share of reported funds0Oct 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone212-549-5100Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone212-549-5100Oct 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Employees602Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Employees512Oct 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersNew York, NYMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersNew York, NYOct 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address45 ROCKEFELLER PLAZA, FLOOR 5, New York, NY, 10111Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address45 ROCKEFELLER PLAZA, FLOOR 5, New York, NY, 10111Oct 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Legal formLimited Liability CompanyMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Other funds reported29Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
PE funds reported8Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported39Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported46Oct 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$4.1BMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$3.2BOct 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$37BMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Regulatory AUM (adviser, not fund size)$27BOct 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture funds reported1Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture funds reported0Oct 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://WWW.ROCKEFELLERFUNDS.COM
re-picked from Schedule D 1.I by name
Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Websitehttps://www.rockco.com/mealey-wealth-partners/Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
WebsiteHTTP://WWW.ROCKCO.COMOct 23, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)