ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
CRD #115754 SEC #801-60639 SYRACUSE, NY 315-671-0588
SEC Registered
Total AUM
$1.7B
Discretionary
$1.6B
Employees
21
Clients
101
Accounts
4,108
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.7B | $1.6B | $62M | 21 | 0 |
| Oct 2024 | $1.5B | $1.4B | $48.4M | 21 | 0 |
| Mar 2024 | $1.5B | $1.4B | $48.4M | 21 | 0 |
| Mar 2023 | $1.3B | $1.2B | $41.7M | 19 | 0 |
| Jun 2022 | $1.6B | $1.5B | $76M | 17 | 0 |
| Mar 2022 | $1.6B | $1.5B | $76M | 17 | 0 |
| Aug 2021 | $1B | $965.2M | $65.8M | 16 | 0 |
| Mar 2021 | $1B | $965.2M | $65.8M | 16 | 0 |
| Jun 2020 | $879.2M | $848.3M | $30.9M | 16 | 0 |
| Jun 2020 | $879.2M | $848.3M | $30.9M | 16 | 0 |
| Mar 2020 | $879.2M | $848.3M | $30.9M | 16 | 0 |
| Mar 2019 | $708.4M | $656.5M | $51.9M | 17 | 0 |
| Mar 2018 | $717.7M | $685.2M | $32.5M | 16 | 0 |
| Mar 2017 | $566M | $541.4M | $24.6M | 13 | 1,200 |
| Jun 2016 | $493.5M | $477.9M | $15.6M | 13 | 1,100 |
| Mar 2016 | $493.5M | $477.9M | $15.6M | 13 | 1,100 |
| Jul 2015 | $507M | $492.3M | $14.7M | 12 | 1,000 |
| Mar 2015 | $437.7M | $423.6M | $14M | 13 | 1,000 |
| Mar 2014 | $336.8M | $326M | $10.8M | 14 | 700 |
| Feb 2014 | $315.4M | $306.9M | $8.5M | 9 | 600 |
| Mar 2013 | $315.4M | $306.9M | $8.5M | 9 | 600 |
| Mar 2012 | $257.9M | $254.1M | $3.8M | 6 | 500 |
| Mar 2011 | $232.4M | $232.4M | $0 | 10 | -- |
| Mar 2011 | $232.4M | $232.4M | $0 | 10 | -- |
| Jan 2011 | $197M | $197M | $0 | 10 | -- |
| Jan 2011 | $197M | $197M | $0 | 10 | -- |
| May 2010 | $197M | $197M | $0 | 10 | -- |
| May 2010 | $197M | $197M | $0 | 10 | -- |
| Mar 2009 | $130.2M | $130.2M | $0 | 5 | -- |
| Mar 2008 | $116M | $116M | $0 | 5 | -- |
| Mar 2007 | $21.8M | $21.8M | $0 | 5 | -- |
| Mar 2006 | $64.6M | $64.6M | $0 | 5 | -- |
| Oct 2001 | $12.8M | $12.8M | $0 | 5 | -- |
| Oct 2001 | $12.8M | $12.8M | $0 | 5 | -- |
DateMar 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$62M
Employees21
Clients0
DateOct 2024
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$48.4M
Employees21
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$48.4M
Employees21
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$41.7M
Employees19
Clients0
DateJun 2022
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$76M
Employees17
Clients0
DateMar 2022
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$76M
Employees17
Clients0
DateAug 2021
Total AUM$1B
Discretionary$965.2M
Non-Disc.$65.8M
Employees16
Clients0
DateMar 2021
Total AUM$1B
Discretionary$965.2M
Non-Disc.$65.8M
Employees16
Clients0
DateJun 2020
Total AUM$879.2M
Discretionary$848.3M
Non-Disc.$30.9M
Employees16
Clients0
DateJun 2020
Total AUM$879.2M
Discretionary$848.3M
Non-Disc.$30.9M
Employees16
Clients0
DateMar 2020
Total AUM$879.2M
Discretionary$848.3M
Non-Disc.$30.9M
Employees16
Clients0
DateMar 2019
Total AUM$708.4M
Discretionary$656.5M
Non-Disc.$51.9M
Employees17
Clients0
DateMar 2018
Total AUM$717.7M
Discretionary$685.2M
Non-Disc.$32.5M
Employees16
Clients0
DateMar 2017
Total AUM$566M
Discretionary$541.4M
Non-Disc.$24.6M
Employees13
Clients1,200
DateJun 2016
Total AUM$493.5M
Discretionary$477.9M
Non-Disc.$15.6M
Employees13
Clients1,100
DateMar 2016
Total AUM$493.5M
Discretionary$477.9M
Non-Disc.$15.6M
Employees13
Clients1,100
DateJul 2015
Total AUM$507M
Discretionary$492.3M
Non-Disc.$14.7M
Employees12
Clients1,000
DateMar 2015
Total AUM$437.7M
Discretionary$423.6M
Non-Disc.$14M
Employees13
Clients1,000
DateMar 2014
Total AUM$336.8M
Discretionary$326M
Non-Disc.$10.8M
Employees14
Clients700
DateFeb 2014
Total AUM$315.4M
Discretionary$306.9M
Non-Disc.$8.5M
Employees9
Clients600
DateMar 2013
Total AUM$315.4M
Discretionary$306.9M
Non-Disc.$8.5M
Employees9
Clients600
DateMar 2012
Total AUM$257.9M
Discretionary$254.1M
Non-Disc.$3.8M
Employees6
Clients500
DateMar 2011
Total AUM$232.4M
Discretionary$232.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$232.4M
Discretionary$232.4M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$197M
Discretionary$197M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$197M
Discretionary$197M
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$197M
Discretionary$197M
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$197M
Discretionary$197M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$21.8M
Discretionary$21.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$64.6M
Discretionary$64.6M
Non-Disc.$0
Employees5
Clients--
DateOct 2001
Total AUM$12.8M
Discretionary$12.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2001
Total AUM$12.8M
Discretionary$12.8M
Non-Disc.$0
Employees5
Clients--