Rockefeller Municipal Opportunities Fund

Rockefeller Capital Management

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Blue Owl Credit Income

About this fund

Rockefeller Municipal Opportunities Fund is Rockefeller Capital Management's interval fund, giving investors access to US tax-exempt municipal securities, including medium-grade and lower-rated bonds, with quarterly liquidity.

Key figures

Net assets$251M

Total assets$269M

Leverage0.07×

Target TWR—

Underlying companies—

Strategy

Asset classPrivate Credit

StrategyDirect investments

Sub asset class—

Geographic focusUnited States

BenchmarkSenior Loans

Target Market—

Leverage ratio / policy0.2x

Sectors—

Fund management team

SCC

Scott Cottier, CFA

Rockefeller Capital Management

MDC

Mark DeMitry, CFA

Rockefeller Capital Management

MCC

Michael Camarilla, CFA

Rockefeller Capital Management