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⚲
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| Rockbridge Growth Equity Management LP
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|
|
|---|---|
| CRD # | 299650 |
| SEC # | 801-114423 |
| CIK # | |
| AUM | $1.5 BB (2023-03-29) |
| Employees | 17 (88% Investors, 0% Brokers) |
| Phone | 313-816-4504 |
| Address | 1555 Broadway, 4th Floor Detroit, MI 48226-2154 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | RB Equity Fund III-A LP | [2023-03-29] | 0.0 | 0.0 |
| PE | RB Equity Fund III LP | [2023-03-29] | 0.0 | 151.4 |
| PE | CA RB Equity II-A LP | 2022-03-30 | 29.2 | |
| PE | RB Equity Funds Co-Invest I LP | [2022-03-30] | 50.0 | 138.5 |
| PE | GSTV RB Equity Investments LP | 2021-03-31 | 65.4 | |
| PE | RB Equity Fund I-A LP | [2019-04-11] | 0.0 | 407.6 |
| PE | RB Equity Fund II-A LP | [2019-04-11] | 152.5 | 117.4 |
| PE | RB Equity Fund II LP | [2019-04-11] | 152.5 | 370.2 |
| PE | RB Equity Fund I LP | [2019-04-11] | 0.0 | 206.7 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 1,486.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 1,486.4 |
| By Discretionary | ||
| Discretionary | 8 | 1,347.9 |
| Non-Discretionary | 1 | 138.5 |
| Total | 9 | 1,486.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,486.4 | |
| Total | 9 | 1,486.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Brian Hermelin | 14 | ||
| Kevin Prokop | 7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Gennx360 Management Company LLC
✚
|
NY | 1.5 |
|
InTandem Capital Partners LLC
✚
|
NY | 1.5 |
|
Antarctica Investment Advisors LLC
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|
NY | 1.5 |
|
Warwick Investment Group LLC
✚
|
OK | 1.5 |
|
Center Rock Capital Partners LP
✚
|
IL | 1.5 |
|
Maritime Partners LLC
✚
|
LA | 1.5 |
|
Knox Lane LP
✚
|
CA | 1.5 |
|
Vance Street Management LLC
✚
|
CA | 1.5 |
|
Ridgewood Infrastructure LLC
✚
|
NY | 1.5 |
|
Forgelight LLC
✚
|
FL | 1.5 |