| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Robert Farella Control | Manager | 10-25% | 2008 |
| Craig Allen Buckhout Control | Manager | 5-10% | 1997 |
| David Matthew Carroll Control | Manager | 25-50% | 2025 |
Rockbridge Investment Management, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
Rockbridge Investment Management, LLC reports 21 employees.
Rockbridge Investment Management, LLC is based in Syracuse, NY and has been SEC-registered since 2001.
Rockbridge Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 220 South Warren Street, 9th Floor, Syracuse, NY 13202 |
| Phone | 315-671-0588 |
| Fax | 315-671-0589 |
| Office hours | 8a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.6B |
| Non-discretionary | $62M |
| Total (RAUM) | $1.66B |