News Brief
Summary
Rockefeller Capital Management has secured a new investment, valuing the firm at $6.6 billion, a significant increase from its $3 billion valuation in 2023. The recapitalization was led by investment firms tied to ultra-wealthy families, including the owners of Chanel. The firm, which now manages $187 billion in assets, plans to use the funds for expansion in the US and internationally.
Key Points
- Valuation Surge: New investment values Rockefeller Capital Management at $6.6 billion, up from $3 billion in 2023.
- Key Investors: Led by Mousse Partners (Chanel owners), Progeny 3, and Abrams Capital.
- Assets Under Management: The firm currently manages $187 billion in assets.
- Growth Strategy: Plans to hire more advisors in existing and new US markets (e.g., Miami) and explore international partnerships, particularly in Singapore and the Middle East.
- Ownership Shift: Founding backer Viking Global Investors will no longer be the majority shareholder after the transaction closes by the end of 2025.
- Target Clientele: Focuses on entrepreneurial, high-net-worth clients, typically with $25 million to $100 million in assets.
- Market Context: CEO cites the “great wealth transfer” (an estimated $124 trillion by 2048) and the need for sophisticated services as key growth drivers.
新闻简报
总结
洛克菲勒资本管理公司已获得新的投资，公司估值达到66亿美元，较2023年的30亿美元大幅提升。此次资本重组由包括香奈儿所有者在内的超富裕家族投资公司主导。该公司目前管理着1870亿美元资产，并计划利用这笔资金在美国和国际市场进行扩张。
关键点
- 估值飙升：新投资使洛克菲勒资本管理公司的估值达到66亿美元，高于2023年的30亿美元。
- 主要投资者：由Mousse Partners（香奈儿所有者）、Progeny 3和Abrams Capital领投。
- 管理资产：该公司目前管理着1870亿美元的资产。
- 增长战略：计划在美国现有及新市场（如迈阿密）招聘更多顾问，并探索国际合作伙伴关系，特别是在新加坡和中东地区。
- 股权变动：交易预计在2025年底前完成，创始支持者Viking Global Investors将不再是大股东。
- 目标客户：专注于企业家型高净值客户，通常资产在2500万至1亿美元之间。
- 市场背景：首席执行官提到”财富大转移”（预计到2048年达124万亿美元）以及对复杂服务需求作为关键增长动力。
Original Article Link: https://www.cnbc.com/2025/10/14/rockefeller-capital-mousse-partners-greg-fleming-expansion.html