Rockbridge Capital, LLC
Firm details
- Headquarters
- Columbus, Ohio
- CRD number
- 161078
- Registered since
- March 30, 2012
- Website
- www.rockbridgeholdings.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 private fund manager that focuses on pooled investment vehicles for institutional clients, with primary activity in real estate and private equity. The firm is organized as a limited liability company and has been SEC-registered since 2012. It serves as sponsor, general partner and managing member of its funds and also performs CPO/CTA functions tied to those pooled vehicles. Its client base is institutional and its compensation combines a percentage-of-assets fee with performance-based fees. The firm identifies itself as an active ESG investor, indicating that environmental, social or governance considerations are part of its stated investment approach and selection processes.
Assets & Accounts
Investments & Alternatives
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 3George Limbert
CRD 8309604

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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