Rockbridge Capital, LLC

RIASEC RegisteredEst. 2012
Total AUM
$5B
Discretionary
$5B
100% of AUM
Avg account
$218M
Accounts
23
Employees
125
Advisory reps
6

Firm details

Headquarters
Columbus, Ohio
CRD number
161078
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Rockbridge Capital, LLC is a privately organized investment manager focused on pooled investment vehicles, primarily in real assets and private markets. The firm is SEC-registered (since 2012) and operates as a limited liability company owned by a mix of domestic entity and individual ownership. Its client base is institutional, and its compensation model combines a percentage-of-assets fee with performance-based fees. Rockbridge performs commodity pool operator/commodity trading advisor (CPO/CTA) activities and acts as sponsor, general partner, or managing member for pooled vehicles. The firm self-identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Eric Phipps

    Eric Phipps

    Chief Compliance OfficerCRD 2766256

  • John Haymes

    John Haymes

    CFOCRD 4684523

  • James Merkel

    James Merkel

    CEO and Co-FounderCRD 2520680

Contacts

3 of 3
  • George Limbert

    CRD 8309604

  • Brett Alexander

    Brett Alexander

    Executive Vice PresidentCRD 2811399

  • Kenneth Krebs

    Kenneth Krebs

    Executive Vice PresidentCRD 2708651

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Columbus, OH

Franklin

Location

Columbus, OH

Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
Franklin
Address
4124 Worth Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth