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Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
SPDR S&P 500 ETF Trust $91,060,000
Vanguard Mortgage-Backed Securities Index Fund $51,759,000
iShares MSCI EAFE ETF $39,617,000
iShares Russell 2000 ETF $11,363,000
iShares TIPS Bond ETF $11,261,000
SPDR Dow Jones Industrial Average ETF Trust $8,449,000
SPDR S&P Regional Banking ETF $7,796,000
Vanguard Emerging Markets Stock Index Fund $7,577,000
SPDR Gold Shares $2,575,000
Vanguard Dividend Appreciation Index Fund $2,076,000
iShares MSCI Emerging Markets ETF $2,025,000
iShares S&P Small-Cap 600 Growth ETF $1,865,000
iShares S&P 500 Value ETF $1,692,000
ProShares UltraPro QQQ $1,435,000
iShares S&P 500 Growth ETF $1,116,000
Vanguard 500 Index Fund $1,090,000
Vanguard Short-Term Bond Index Fund $1,080,000
Vanguard FTSE All-World ex US Index Fund $890,000
iShares Core S&P Small-Cap ETF $843,000
iShares 1-3 Year Credit Bond ETF $802,000
iShares Gold Trust $744,000
iShares 0-5 Year TIPS Bond ETF $565,000
VanEck Vectors AMT-Free Intermediate Municipal Index ETF $555,000
iShares MSCI South Korea Capped ETF $372,000
FlexShares Morningstar Global Upstream Natural Resources Index Fund $367,000
iShares Core US Aggregate Bond ETF $349,000
iShares Core S&P 500 ETF $349,000
SPDR EURO STOXX 50 ETF $312,000
iShares Nasdaq Biotechnology ETF $261,000
JPMorgan Alerian MLP Index Exchange Traded Notes $243,000
iShares US Preferred Stock ETF $233,000
PIMCO Total Return Active Exchange-Traded Fund $229,000
iShares Global 100 ETF $226,000
iShares MSCI Japan ETF $192,000
Financial Select Sector SPDR Fund $189,000
Vanguard REIT Index Fund $155,000
iShares Russell Mid-Cap Growth ETF $110,000
iShares MSCI ACWI ETF $110,000
Vanguard Tax-Managed International Fund $109,000
iShares New York Muni Bond ETF $87,000
iShares Core S&P Mid-Cap ETF $62,000
iShares iBoxx $ Investment Grade Corporate Bond ETF $58,000
Energy Select Sector SPDR Fund $58,000
WisdomTree Europe Hedged Equity Fund $16,000
SPDR S&P Emerging Asia Pacific ETF $10,000
iShares Russell 2000 Growth ETF $7,000
iPath Exchange Traded Notes Bloomberg Commodity Index Total Return Medium-Term Notes Series A $5,000
iShares Russell 2000 Value ETF $5,000

    Assets

    Assets

    Last updated on Jan. 5, 2017
      • $10.5B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 3K
        Accounts
      • $3.8M
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    1

    name start date
    Matthew David Gelfand
    February 2012

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Rockefeller Fund Managers, LLC -- --
      Rockefeller Partnership Services, Inc. -- --
      Rockefeller Trust Company, N.A. -- --
      The Rockefeller Trust Company (Delaware) -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        David Jr. Rockefeller Chairman Of The Board October, 2016 less than 5%
        Colin Goetz Campbell Director September, 2003 less than 5%
        Reuben Jeffery Iii President, Chief Executive Officer And Director September, 2010 less than 5%
        Yvette Marie Garcia Vice President, Secretary & General Counsel February, 2012 less than 5%
        Francesco Jonathan Goedhuis Director April, 2015 less than 5%
        Stuart William Hendry Chief Operating Officer January, 2015 less than 5%
        David Westbrook Chief Financial Officer January, 2011 less than 5%
        Timothy Joseph Mccarthy Chief Compliance Officer October, 2007 less than 5%
        Merit Janow Director September, 2006 less than 5%
        Candace Krugman Beinecke Director November, 2005 less than 5%
        David Peter Harris Chief Investment Officer April, 2005 less than 5%
        Peter Coleman O'Neill Director September, 2004 less than 5%
        Michael Sorum Rockefeller Director September, 2000 less than 5%
        Mark Fitler Rockefeller Vice Chairman Of The Board September, 2003 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees
          • Performance-Based Fees