Rockbridge Growth Equity Management, L.P.

RIASEC RegisteredEst. 2018
Total AUM
$1.8B
Discretionary
$1.7B
92% of AUM
Avg account
$184M
Accounts
10
Employees
20
Advisory reps
6

Firm details

Headquarters
Detroit, Michigan
CRD number
299650
Registered since
December 13, 2018
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Rockbridge Growth Equity Management, L.P. is organized as a limited partnership and is registered with the SEC since 2018. The firm operates as a private equity manager that provides portfolio management for pooled investment vehicles and serves institutional limited partners. It reports a fee structure that includes a percentage-of-assets component and performance-based fees, and it identifies as a sponsor/GP and managing member of pooled vehicles rather than a capital allocator. The firm is not classified as an active ESG investor and does not describe itself as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Maura Hynes

    Maura Hynes

    Chief Financial OfficerCRD 7131632

Contacts

3 of 5
  • Ziv Weizman

    Ziv Weizman

    PartnerCRD 5994559

  • Kevin Prokop

    Kevin Prokop

    Managing PartnerCRD 7043161

  • Brian Hermelin

    Brian Hermelin

    Managing PartnerCRD 1728488

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Detroit, MI

Wayne

Location

Detroit, MI

Headquartered in Detroit, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Wayne
Address
1555 Broadway St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth