11/14/2017 Rockefeller & Co. :: Who We Are Rockefeller & Co. is privately owned and focused As global citizens—with a geographically on the diverse investment and financial needs of unconstrained approach to asset management — our sophisticated clientele. From our beginnings we know how important it is to perceive the world as the Rockefeller family office, we are today a in its totality in seeking to benefit from the wealth full-service, independent asset management and of opportunities held therein. Our asset wealth advisory firm, with a mission to help our management team speaks 13 languages, an clients achieve their goals. indication of the global perspective we apply to our business. TODAY Rockefeller & Co. has approximately $16.9 billion in assets under advisement for individuals and families, family offices, nonprofit organizations, foundations, endowments, and global institutions." ' As of September 30, 2017. This number includes net assets under management of approximately $11.4 billion plus approximately $5.5 billion in advisory assets. Advised assets represent non-managed assets that receive services, such as consulting for open http:/Avww.rockco.com/who-we-are 3/6 HOUSE _OVERSIGHT_012056