Rockbridge Asset Management, LLC

RIASEC Registered

Total AUM

$218M

Discretionary

$218M

100% of AUM

Avg account

$3.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Alexandria, Virginia
CRD number: 329880
Registered since: March 22, 2024
Website: rockbridgeasset.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, BOFA SECURITIES, INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI74.75%
Pooled Investment Vehicles18.12%
Charitable Organizations4.09%
Individuals1.58%
Corporations / Businesses1.46%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Rockbridge Asset Management, LLC is an SEC-registered investment adviser (registration effective 2024) that operates as a limited liability company and is organized as a hedge-fund style manager. The firm serves both high-net-worth individuals and families as well as institutional clients, offering discretionary portfolio management across separately managed accounts and pooled investment vehicles. Its compensation includes both a percentage-of-assets management fee and performance-based fees. Rockbridge identifies equities as its primary preference and does not position itself as an ESG-focused manager. Rockbridge also acts in sponsor and general partner roles for pooled vehicles, indicating an active role in structuring and managing private funds it advises.