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| Happy Holidays!! thanks for using AUM13F!! |
| Rockbridge Capital LLC
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| CRD # | 161078 |
| SEC # | 801-74104 |
| CIK # | 0002056320 |
| AUM | $4.8 B (2025-05-06) |
| Employees | 119 (18% Investors, 3% Brokers) |
| Phone | 614-246-2400 |
| Address | 4124 Worth Avenue Columbus, OH 43219-4026 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| American Tower Corp /MA/ | 20.3 | ||
| Markel Corp | 19.1 | ||
| Amazon Com Inc | 17.9 | ||
| Microsoft Corp | 17.6 | ||
| O Reilly Automotive Inc | 15.6 | ||
| Copart Inc | 12.2 | ||
| Mastercard Inc | 10.7 | ||
| Lockheed Martin Corp | 8.4 | ||
| Apple Inc | 7.9 | ||
| Dragoneer Growth Opportunities Corp | 6.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 22 | 4.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 22 | 4.8 |
| By Discretionary | ||
| Discretionary | 22 | 4.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 22 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.8 | |
| Total | 22 | 4.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Kenneth Krebs | 46 | |||
| James Merkel | 45 | |||
| John Haymes | 35 | |||
| Brett Alexander | 23 | |||
| Tamre Edwards | 19 | |||
| Stephen Denz | 15 | |||
| Jordan Hansell | 14 | |||
| Todd Walter | 9 | |||
| RB Scioto Manager LLC | 2 | |||
| Mario Tricoci | 2 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056320] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Rockbridge Capital LLC
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|
OH | 4.8 |
|
Tradepost LLC
✚
|
OH | 0.0 |
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|---|---|---|
|
Certares Management LLC
✚
|
NY | 6.2 |
|
Domain Capital Advisors LLC
✚
|
GA | 6.1 |
|
LCN Capital Partners LP
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|
NY | 5.4 |
|
MCR Fund Management LLC
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|
TX | 4.8 |
|
Quilvest Capital Partners Management LLC
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|
NY | 4.8 |
|
Crescent Real Estate LLC
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|
TX | 4.3 |
|
Harbor Group International LLC
✚
|
VA | 4.2 |
|
McCarthy Partners Management LLC
✚
|
NE | 4.1 |
|
ACRE Manager LLC
✚
|
NY | 3.6 |
|
Argosy Capital Group Inc
✚
|
PA | 3.5 |