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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth