# ROCKBRIDGE INVESTMENT MANAGEMENT, LLC

ROCKBRIDGE INVESTMENT MANAGEMENT, LLC of SYRACUSE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 115754
- Type: SEC-registered investment adviser
- SEC file number: 801-60639
- Location: 220 SOUTH WARREN STREET, 9TH FLOOR, SYRACUSE, NY, 13202
- Phone: 315-671-0588
- Latest filing: 2026-07-14
- Regulatory AUM: $1.8B
- Discretionary AUM: $1.8B
- Non-discretionary AUM: $50.8M
- Clients: 18
- Accounts: 4,133

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Ryan C John | CHIEF INVESTMENT OFFICER; MANAGER; SHAREHOLDER | York, PA |
| Craig Allen Buckhout | MANAGER | — |
| Anthony Robert Farella | MANAGER | — |
| Patricia Anne Edwards | CHIEF COMPLIANCE OFFICER | — |
| Patrick Eugene Rohe | CHIEF EXECUTIVE OFFICER | — |
| David Matthew Carroll | MANAGER | — |
| Nicholas Anthony Stancato | CHIEF OPERATING OFFICER | — |
| EDWARDS PATRICIA | CCO; CHIEF COMPLIANCE OFFICER | — |
| BUCKHOUT CRAIG ALLEN | MANAGER; SHAREHOLDER | — |
| FARELLA ANTHONY | MANAGER | — |
| HABIB MARY | CHIEF COMPLIANCE OFFICER | — |
| VAN ERDEN DALE HERBERT | MEMBER | — |
| CARROLL DAVID MATTHEW | MEMBER | — |
| EDWARDS PATRICIA A | CHIEF COMPLIANCE OFFICER | — |
| BARNO EDWARD JOHN | MEMBER | — |
| ROHE PATRICK EUGENE | CHIEF EXECUTIVE OFFICER; MEMBER | — |
| WELLS GEOFFREY ALAN | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| BURNS DOUGLAS R | MEMBER | — |
| FARELLA ANTHONY ROBERT | MANAGER | — |
| EDWARDS PATRICIA ANNE | CHIEF COMPLIANCE OFFICER | — |
| BURNS DOUGLAS R MI ONLY | MEMBER | — |
| GILBERT ETHAN DAVID | MEMBER | — |
| Stancato Nicholas Anthony | CHIEF OPERATING OFFICER; MEMBER | — |
| David Krawczyk | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115754/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115754/similar
- Related entities: https://search.stillhousedata.com/firm/115754/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115754

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.