| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Rockbridge Hospitality Fund VIII L.P. | Real Estate | $1.27B | $1M |
| Rockbridge Hospitality Fund VII L.P. | Real Estate | $994.8M | $1M |
| Rockbridge Hospitality Fund VI L.P. | Real Estate | $793.5M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett McFadden Alexander Control | Executive Vice President | Under 5% | 2016 |
| Eric Bryan Phipps Control | Chief Compliance Officer | Under 5% | 2017 |
| James Thomas Merkel Control | Chief Executive Officer | Under 5% | 2008 |
Rockbridge Capital, LLC reports $4.8 billion in regulatory assets under management on its Form ADV.
Rockbridge Capital, LLC manages 22 private funds with combined gross assets of $4.9 billion.
Rockbridge Capital, LLC reports 119 employees.
Rockbridge Capital, LLC is based in Columbus, OH and has been SEC-registered since 2012.
Rockbridge Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4124 Worth Avenue, Columbus, OH 43219-4026 |
| Phone | 614-246-2400 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $4.79B |
| Non-discretionary | $0 |
| Total (RAUM) | $4.79B |