Rockbridge Capital, LLC
● SEC registered since 2012CRD 161078SEC# 801-74104Columbus, OH
Ranks #1,332 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$5.01B
Fund GAV
$5.19B
Private funds
23
Employees
125
Accounts
23
Location
Columbus, OH
Rockbridge Capital, LLC assets under management
Rockbridge Capital, LLC operates as an SEC-registered investment adviser based in Columbus, OH. The firm has been registered since 2012. It reports $5 billion in regulatory assets under management and employs 125 people. Rockbridge Capital, LLC manages 23 private funds with combined gross assets of $5.2 billion, including Rockbridge Hospitality Fund VIII L.P. By regulatory assets, it ranks 1,332 of 6,004 private fund managers.
Rockbridge Capital, LLC private funds
23 funds · $5.19B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Rockbridge Hospitality Fund VIII L.P. | Real Estate | $1.38B | $1M |
| Rockbridge Hospitality Fund VII L.P. | Real Estate | $1.05B | $1M |
| Rockbridge Hospitality Fund VI L.P. | Real Estate | $739.7M | $1M |
| Rockbridge Hospitality Fund IX, LP | Real Estate | $698.5M | $1M |
| Rb Partners I LLC | Real Estate | $378.1M | $50M |
| Rockbridge Portfolio Fund I L.P. | Real Estate | $298M | $1M |
| Rb Scioto Holdings, LLC | Real Estate | $98.7M | $100K |
| Rbi Nm Investment Holdings LLC | Real Estate | $98.7M | $100K |
| Rockbridge Portfolio Fund II LP | Real Estate | $86.3M | $1M |
| Rockbridge Hospitality Fund VII Feeder LLC | Real Estate | $74.4M | $1M |
See all 23 funds — unlock the full record.
Join to unlock · $37/moRockbridge Capital, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett McFadden Alexander Control | Chief Risk Officer | Under 5% | 2026 |
| Eric Bryan Phipps Control | Chief Compliance Officer | Under 5% | 2017 |
| James Thomas Merkel Control | Chief Executive Officer | Under 5% | 2008 |
| John David Haymes Control | Chief Financial Officer | Under 5% | 2017 |
| Kenneth Jeffrey Krebs Control | Executive Vice President | Under 5% | 2022 |
| Maria Christine Manley-Dutton Control | Chief Administrative Officer | Under 5% | 2026 |
| Rockbridge Capital Holdings, LLC Control | Sole Member | Over 75% | 2022 |
| James Thomas Merkel Control | Chief Executive Officer | Over 75% | 2017 |
| Rb Founders, LLC Control | Sole Member | Over 75% | 2018 |
| Rockbridge Holdings, LLC Control | Sole Member | Over 75% | 2022 |
Frequently asked questions
How much does Rockbridge Capital, LLC manage?
Rockbridge Capital, LLC reports $5 billion in regulatory assets under management on its Form ADV.
How many private funds does Rockbridge Capital, LLC manage?
Rockbridge Capital, LLC manages 23 private funds with combined gross assets of $5.2 billion.
How many employees does Rockbridge Capital, LLC have?
Rockbridge Capital, LLC reports 125 employees.
Where is Rockbridge Capital, LLC located?
Rockbridge Capital, LLC is based in Columbus, OH and has been SEC-registered since 2012.
Does Rockbridge Capital, LLC disclose fund performance?
Rockbridge Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$5.01B▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
AUM vs fund managersTop 22%
Larger than 78% of 6,004 private-fund managers
Number of fundsTop 10%
More funds than 90% of fund managers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$5.01Bregulatory AUM
Discretionary $5.01B
Fund type mix
Real Estate22
Private Equity1
Service providers
Auditor
Custodian