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 manager that operates primarily as a fund sponsor across real estate and private equity strategies. The firm is registered with the SEC and presents itself as a multifaceted fund manager that acts as sponsor, general partner and managing member of pooled investment vehicles. Its clientele is institutional, and its compensation model combines asset-based fees with performance-based incentives. Rockbridge also reports activity as a commodity pool operator/commodity trading advisor and lists portfolio management for pooled vehicles among its advisory services. The firm identifies itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

    Chief Compliance OfficerCRD 2766256

  • JOHN HAYMES

    CFOCRD 4684523

  • JAMES MERKEL

    CEO and Co-FounderCRD 2520680

Contacts

3 of 3
  • Maria Manley-Dutton

    CRD 8266195

  • BRETT ALEXANDER

    Executive Vice PresidentCRD 2811399

  • 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