ROCKBRIDGE CAPITAL, LLC
CRD #161078 SEC #801-74104 COLUMBUS, OH 614-246-2400
SEC Registered Private Funds
Total AUM
$4.8B
Discretionary
$4.8B
Employees
119
Clients
0
Accounts
22
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $4.8B | $4.8B | $0 | 119 | 22 |
| Mar 2025 | $4.8B | $4.8B | $0 | 119 | 22 |
| May 2024 | $4.3B | $4.3B | $0 | 112 | 22 |
| Mar 2024 | $4.3B | $4.3B | $0 | 112 | 22 |
| May 2023 | $3.8B | $3.8B | $0 | 82 | 19 |
| Mar 2023 | $3.8B | $3.8B | $0 | 82 | 19 |
| Dec 2022 | $3.5B | $3.5B | $0 | 74 | 20 |
| Jun 2022 | $3.5B | $3.5B | $0 | 74 | 20 |
| May 2022 | $3.5B | $3.5B | $0 | 74 | 20 |
| Mar 2022 | $3.5B | $3.5B | $0 | 74 | 20 |
| May 2021 | $2.7B | $2.7B | $0 | 82 | 0 |
| Mar 2021 | $2.7B | $2.7B | $0 | 82 | 0 |
| Oct 2020 | $2.8B | $2.8B | $0 | 85 | 0 |
| Mar 2020 | $2.8B | $2.8B | $0 | 85 | 0 |
| Apr 2019 | $2.1B | $2.1B | $0 | 82 | 0 |
| Mar 2019 | $2.1B | $2.1B | $0 | 82 | 0 |
| Mar 2018 | $2.3B | $2.3B | $0 | 86 | 0 |
| Jan 2018 | $2.3B | $2.3B | $0 | 70 | 0 |
| Sep 2017 | $2.3B | $2.3B | $0 | 70 | 1 |
| Aug 2017 | $2.3B | $2.3B | $0 | 70 | 1 |
| Mar 2017 | $2.3B | $2.3B | $0 | 70 | 1 |
| Feb 2017 | $1.8B | $1.8B | $0 | 68 | 1 |
| Feb 2017 | $1.8B | $1.8B | $0 | 68 | 1 |
| Jun 2016 | $1.8B | $1.8B | $0 | 68 | 1 |
| Jun 2016 | $1.8B | $1.8B | $0 | 68 | 1 |
| May 2016 | $1.8B | $1.8B | $0 | 68 | 1 |
| Mar 2016 | $1.8B | $1.8B | $0 | 68 | 1 |
| Apr 2015 | $2B | $2B | $0 | 56 | 1 |
| Mar 2015 | $2B | $2B | $0 | 56 | 1 |
| May 2014 | $1.6B | $1.6B | $0 | 50 | 1 |
| Mar 2014 | $1.6B | $1.6B | $0 | 50 | 1 |
| Jul 2013 | $1.5B | $1.5B | $0 | 45 | 1 |
| Jun 2013 | $1.5B | $1.5B | $0 | 45 | 1 |
| Apr 2013 | $1.4B | $1.4B | $0 | 45 | 1 |
| Apr 2013 | $1.4B | $1.4B | $0 | 45 | 1 |
| Feb 2012 | $1.3B | $1.3B | $0 | -- | 1 |
DateMay 2025
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees119
Clients22
DateMar 2025
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees119
Clients22
DateMay 2024
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees112
Clients22
DateMar 2024
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees112
Clients22
DateMay 2023
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees82
Clients19
DateMar 2023
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees82
Clients19
DateDec 2022
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees74
Clients20
DateJun 2022
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees74
Clients20
DateMay 2022
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees74
Clients20
DateMar 2022
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees74
Clients20
DateMay 2021
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees82
Clients0
DateMar 2021
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees82
Clients0
DateOct 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees85
Clients0
DateMar 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees85
Clients0
DateApr 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees82
Clients0
DateMar 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees82
Clients0
DateMar 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees86
Clients0
DateJan 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees70
Clients0
DateSep 2017
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees70
Clients1
DateAug 2017
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees70
Clients1
DateMar 2017
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees70
Clients1
DateFeb 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees68
Clients1
DateFeb 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees68
Clients1
DateJun 2016
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees68
Clients1
DateJun 2016
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees68
Clients1
DateMay 2016
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees68
Clients1
DateMar 2016
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees68
Clients1
DateApr 2015
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees56
Clients1
DateMar 2015
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees56
Clients1
DateMay 2014
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees50
Clients1
DateMar 2014
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees50
Clients1
DateJul 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees45
Clients1
DateJun 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees45
Clients1
DateApr 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees45
Clients1
DateApr 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees45
Clients1
DateFeb 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients1