ROCKBRIDGE CAPITAL, LLC of COLUMBUS, OH is an SEC-registered investment adviser (CRD 161078). Regulatory assets under management: $5.0B.
Compensation: % of AUM, Performance.
Clients served: Investment cos.
Showing 25 of 26 people.
| Name | Role | Location |
|---|---|---|
| Kenneth Jeffrey Krebs | EXECUTIVE VICE PRESIDENT | Columbus, OH |
| James Thomas Merkel | CEO & PRESIDENT; CHIEF EXECUTIVE OFFICER | — |
| John David Haymes | CHIEF FINANCIAL OFFICER | — |
| Eric Bryan Phipps | CHIEF COMPLIANCE OFFICER | — |
| Brett Mcfadden Alexander | CHIEF RISK OFFICER; EXECUTIVE VICE PRESIDENT | — |
| Tamre Farid Edwards | GENERAL COUNSEL | — |
| CAMPBELL JUDITH E | INTERIM CHIEF FINANCIAL OFFICER | — |
| MILLER CAROLINE JOHNSON | EXECUTIVE VICE PRESIDENT | — |
| KIEFER-GOLDENBERG MAUREEN KIM | CHIEF COMPLIANCE OFFICER | — |
| MERKEL JAMES THOMAS | CEO & PRESIDENT; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, PRESIDENT AND MEMBER (+2 more) | — |
| KREBS KENNETH JEFFREY | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT & GENERAL COUNSEL; EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL (+3 more) | — |
| DENZ STEPHEN CHARLES | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER; TRUSTEE | — |
| DUSSEAU CHRISTOPHER JOHN | CHIEF COMPLIANCE OFFICER | — |
| DENZ PATIENCE GARVEY | TRUSTEE | — |
| CALLENTINE RONALD LEE | CHAIRMAN; TRUSTEE | — |
| CALLENTINE PAULA CHRISTINE | TRUSTEE | — |
| FORSMAN LARA ANNE | CHIEF FINANCIAL OFFICER | — |
| PHIPPS ERIC BRYAN | CHIEF COMPLIANCE OFFICER | — |
| Hansell Jordan Burke | PRESIDENT; STRATEGIC ADVISER | — |
| HAYMES JOHN DAVID | CHIEF FINANCIAL OFFICER | — |
| Walter Todd Andrew | GENERAL COUNSEL | — |
| ALEXANDER BRETT MCFADDEN | EXECUTIVE VICE PRESIDENT | — |
| Lyons Steve John Henry | EXECUTIVE VICE PRESIDENT | — |
| Edwards Tamre Farid | GENERAL COUNSEL | — |
| Maria Christine Manley-Dutton | CHIEF ADMINISTRATIVE OFFICER | — |
Real Estate Fund: 22 · Private Equity Fund: 1
Showing 15 of 23 funds by gross asset value.
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| ROCKBRIDGE HOSPITALITY FUND VIII L.P. | Real Estate Fund | Delaware | 218 | $1.4B | $1.0M |
| ROCKBRIDGE HOSPITALITY FUND VII L.P. | Real Estate Fund | Delaware | 117 | $1.0B | $1.0M |
| ROCKBRIDGE HOSPITALITY FUND VI L.P. | Real Estate Fund | Delaware | 73 | $739.7M | $1.0M |
| ROCKBRIDGE HOSPITALITY FUND IX, LP | Real Estate Fund | Delaware | 74 | $698.5M | $1.0M |
| RB PARTNERS I LLC | Real Estate Fund | Delaware | 1 | $378.1M | $50.0M |
| ROCKBRIDGE PORTFOLIO FUND I L.P. | Real Estate Fund | Delaware | 17 | $298.0M | $1.0M |
| RB SCIOTO HOLDINGS, LLC | Real Estate Fund | Delaware | 8 | $98.7M | $100K |
| RBI NM INVESTMENT HOLDINGS LLC | Real Estate Fund | Delaware | 59 | $98.7M | $100K |
| ROCKBRIDGE PORTFOLIO FUND II LP | Real Estate Fund | Delaware | 4 | $86.3M | $1.0M |
| ROCKBRIDGE HOSPITALITY FUND VII FEEDER LLC | Real Estate Fund | Delaware | 6 | $74.4M | $1.0M |
| ROCKBRIDGE HOSPITALITY FUND VI FEEDER LLC | Real Estate Fund | Delaware | 4 | $51.6M | $1.0M |
| RBI CLEVELAND INVESTMENT HOLDINGS LLC | Real Estate Fund | Delaware | 27 | $38.8M | $100K |
| RB-CIV CHERRY CREEK INVESTMENT HOLDINGS LLC | Real Estate Fund | Delaware | 40 | $32.3M | $100K |
| RB SCIOTO QO FUND, LLC | Real Estate Fund | Delaware | 76 | $31.0M | $100K |
| RBI EAGLE INVESTMENT HOLDINGS LLC | Real Estate Fund | Delaware | 41 | $25.7M | $100K |