The ROCKBRIDGE CAPITAL, LLC is a privately held investment adviser that advises $5.03Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. ROCKBRIDGE CAPITAL, LLC is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 81.89% over the last 5-years.
The Group has been registered with the SEC for 14.35 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 4124 WORTH AVENUE, COLUMBUS, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 125 employees comprised of 21 investment and 104 non-investment staff. The total number of Employees increased by 52.44% over the last 5-years.
Their $5.03Bn in assets advised are owned by 24 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $5.03Bn or 100% of Total Assets.
The Group's top investment strategies include Real Estate and Traditional LBO, representing 99.51% and 0.49% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 5 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 24 private funds with $5.03Bn in assets.
The Group discloses management fees and performance-based fees.
ROCKBRIDGE CAPITAL, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.