ROCKBRIDGE CAPITAL, LLC
Firm details
- Headquarters
- COLUMBUS, Ohio
- CRD number
- 161078
- Registered since
- March 30, 2012
- Website
- www.rockbridgecapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3ERIC PHIPPS
Chief Compliance OfficerCRD 2766256
JOHN HAYMES
CFOCRD 4684523
JAMES MERKEL
CEO and Co-FounderCRD 2520680
Contacts
3 of 3Maria Manley-Dutton
CRD 8266195
BRETT ALEXANDER
Executive Vice PresidentCRD 2811399
KENNETH KREBS
Executive Vice PresidentCRD 2708651
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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