# ROCKBRIDGE CAPITAL, LLC

ROCKBRIDGE CAPITAL, LLC of COLUMBUS, OH is an SEC-registered investment adviser.

## Registration

- CRD: 161078
- Type: SEC-registered investment adviser
- SEC file number: 801-74104
- Location: 4124 WORTH AVENUE, COLUMBUS, OH, 43219-4026
- Phone: 614-246-2400
- Latest filing: 2026-07-08
- Regulatory AUM: $5.0B
- Discretionary AUM: $5.0B
- Clients: 125
- Accounts: 23

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| [Kenneth Jeffrey Krebs](https://search.stillhousedata.com/person/477854) | EXECUTIVE VICE PRESIDENT | Columbus, OH |
| [James Thomas Merkel](https://search.stillhousedata.com/person/694277) | CEO & PRESIDENT; CHIEF EXECUTIVE OFFICER | — |
| [John David Haymes](https://search.stillhousedata.com/person/694278) | CHIEF FINANCIAL OFFICER | — |
| [Eric Bryan Phipps](https://search.stillhousedata.com/person/694279) | CHIEF COMPLIANCE OFFICER | — |
| [Brett Mcfadden Alexander](https://search.stillhousedata.com/person/694280) | CHIEF RISK OFFICER; EXECUTIVE VICE PRESIDENT | — |
| [Tamre Farid Edwards](https://search.stillhousedata.com/person/694281) | GENERAL COUNSEL | — |
| [CAMPBELL JUDITH E](https://search.stillhousedata.com/person/750807) | INTERIM CHIEF FINANCIAL OFFICER | — |
| [MILLER CAROLINE JOHNSON](https://search.stillhousedata.com/person/770877) | EXECUTIVE VICE PRESIDENT | — |
| [KIEFER-GOLDENBERG MAUREEN KIM](https://search.stillhousedata.com/person/771773) | CHIEF COMPLIANCE OFFICER | — |
| [MERKEL JAMES THOMAS](https://search.stillhousedata.com/person/813611) | CEO & PRESIDENT; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, PRESIDENT AND MEMBER (+2 more) | — |
| [KREBS KENNETH JEFFREY](https://search.stillhousedata.com/person/813612) | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT & GENERAL COUNSEL; EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL (+3 more) | — |
| [DENZ STEPHEN CHARLES](https://search.stillhousedata.com/person/813613) | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER; TRUSTEE | — |
| [DUSSEAU CHRISTOPHER JOHN](https://search.stillhousedata.com/person/813614) | CHIEF COMPLIANCE OFFICER | — |
| [DENZ PATIENCE GARVEY](https://search.stillhousedata.com/person/813615) | TRUSTEE | — |
| [CALLENTINE RONALD LEE](https://search.stillhousedata.com/person/813616) | CHAIRMAN; TRUSTEE | — |
| [CALLENTINE PAULA CHRISTINE](https://search.stillhousedata.com/person/813617) | TRUSTEE | — |
| [FORSMAN LARA ANNE](https://search.stillhousedata.com/person/819876) | CHIEF FINANCIAL OFFICER | — |
| [PHIPPS ERIC BRYAN](https://search.stillhousedata.com/person/830359) | CHIEF COMPLIANCE OFFICER | — |
| [Hansell Jordan Burke](https://search.stillhousedata.com/person/837215) | PRESIDENT; STRATEGIC ADVISER | — |
| [HAYMES JOHN DAVID](https://search.stillhousedata.com/person/844711) | CHIEF FINANCIAL OFFICER | — |
| [Walter Todd Andrew](https://search.stillhousedata.com/person/852428) | GENERAL COUNSEL | — |
| [ALEXANDER BRETT MCFADDEN](https://search.stillhousedata.com/person/859189) | EXECUTIVE VICE PRESIDENT | — |
| [Lyons Steve John Henry](https://search.stillhousedata.com/person/871372) | EXECUTIVE VICE PRESIDENT | — |
| [Edwards Tamre Farid](https://search.stillhousedata.com/person/871373) | GENERAL COUNSEL | — |
| [Maria Christine Manley-Dutton](https://search.stillhousedata.com/person/1570732) | CHIEF ADMINISTRATIVE OFFICER | — |


## Private funds (23)

Mix: Real Estate Fund 22 · Private Equity Fund 1

_Showing 15 of 23 funds by gross asset value._

| Fund | Type | Formed | Owners | GAV | 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 |


## Fund service providers (4)

- custodian: RB-AHG LOUISVILLE NULU QO FUND LLC
- custodian: RB HOSPITALITY FUND VI FEEDER LLC
- custodian: RB HOSPITALITY FUND VII FEEDER LLC
- custodian: RB SCIOTO QO FUND LLC

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/161078/brochure
- Similar advisers: https://search.stillhousedata.com/firm/161078/similar
- Related entities: https://search.stillhousedata.com/firm/161078/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/161078

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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.