Rockridge Money Management LLC

Overview

Rockridge Money Management LLC is a small, owner-operated advisory firm that focuses on fee-based portfolio management for individuals and small businesses. The firm concentrates its allocations in equities, with a material portion held in non-exchange-traded equity positions, and runs all reported assets on a discretionary basis. Rockridge combines traditional equity exposure with access to third‑party alternative managers to broaden return drivers and manage risk across client portfolios. It does not self-identify as an ESG investor and operates within a single-state footprint. Custody relationships are split among several national custodians, indicating a mix of execution and custody preferences rather than reliance on a single platform. The business model is straightforward: percentage-of-AUM fees for individualized portfolio management, serving a very small client base with relatively large average relationship sizes.

Assets & Accounts

Investments & Alternatives

Location & Offices