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ROCKBRIDGE ASSET MANAGEMENT, LLC
CRD 329880 · SEC 801-129762
225 REINEKERS LANE, SUITE 625, ALEXANDRIA, VA, 22314, United States
Phone
571.982.5398
Fax
703.566.7484
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$218.0M
Discretionary AUM
$218.0M
Team
4 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $3.4M |
| High net worth individuals | 44 | $163.0M |
| Pooled investment vehicles | 2 | $39.5M |
States served
CA, DC, VA, TX
All web addresses on file
Official SEC filing: View on IAPD