Epstein Files Search

EFTA00618147Set 9

26p6,053w

areas of expertise: Rockefeller Wealth Advisors Rockefeller Asset (Including the Rockefeller A I Management Rockit® Solutions Trust Companies) 1. Inclusive of the Rockefeller Trust Company. N.A.. The Rockefeller Trust ... Company (Delaware), and Rockit Solutions. LLC, and are hereinafter collectively referred to as "Rockefeller & Co: 2. As of September 30. 2015. These materials may not be reproduced or distributed ... EFTA00618151 Rockefeller Provides a Broad Offering ROCKEFELLER & CO. Rockefeller Wealth Advisors Rockefeller Asset Rockit® Solutions Management Objective investment advice Internally-managed global Proprietary technology and and consulting coupled with equity

https://www.justice.gov/epstein/files/DataSet%209/EFTA00618147.pdf

EFTA01079462Set 9

2016-03-3043p14,322w

Rockefeller & Co. announced that it has agreed to sell its wholly-owned subsidiary, Rockit Solutions, LLC ("Rockit Solutions"), to Fi-Tek, LLC ("Fi-Tek"), a financial technology solutions and service ... Rockefeller & Co. has entered into a long-term services agreement with the newly independent Rockit Solutions (under Fi- Tek's ownership) to provide for continuity of services following the effective ... administration, accounting and tax return preparation services. Rockefeller & Co. has engaged its fonner affiliate, Rockit Solutions, LLC, to assist in providing these services. Fee rates for these services depend

https://www.justice.gov/epstein/files/DataSet%209/EFTA01079462.pdf

EFTA01079277Set 9

2016-03-30185p86,831w

complete questions (b) through (f) separately for each administrator. (b) Name of the administrator: ROCKIT SOLUTIONS LLC (c) Location of administrator (city. state and country): City: State: Country ... complete questions (b) through (f) separately for each administrator. (b) Name of the administrator: ROCKIT SOLUTIONS LLC (c) Location of administrator (city. state and country): City: State: Country: STAMFORD Connecticut

https://www.justice.gov/epstein/files/DataSet%209/EFTA01079277.pdf

EFTA01079016Set 9

2015-12-3169p22,497w

fiscal year income statement and current balance sheet to reflect the sale of the Rockit Solutions, LLC. INCOME APPROACH Financial Projections. Berkshire Capital prepares five- and ten-year financial projections

https://www.justice.gov/epstein/files/DataSet%209/EFTA01079016.pdf

EFTA01078984Set 9

2015-12-3132p8,813w

adviser registered with the United States Securities and Exchange Commission. Rock. & Co. wholly owns Rockit Solutions, LLC ("RSLLC"), the Company's information management business, as well as two limited purpose

https://www.justice.gov/epstein/files/DataSet%209/EFTA01078984.pdf

EFTA00595953Set 9

2015-12-3132p8,833w

adviser registered with the United States Securities and Exchange Commission. Rock. & Co. wholly owns Rockit Solutions, LLC ("RSLLC"), the Company's information management business, as well as two limited purpose

https://www.justice.gov/epstein/files/DataSet%209/EFTA00595953.pdf