Rockbridge Asset Management, Llc

Rockbridge provides discretionary investment management to a range of clients, including individuals, families, institutions, and pooled investment vehicles. In addition to managing separately managed accounts on an asset-based fee basis, the firm also acts as adviser and sponsor to private pooled funds — a role that is less common among similarly sized supported advisers.

The firm’s investment approach is grounded in fundamental research, including regulatory filings, management assessment, and industry analysis, with a focus on identifying businesses with durable returns and disciplined capital allocators. Rockbridge runs relatively concentrated equity portfolios: its separately managed accounts are generally long-only while its pooled vehicles may include both long and short positions and make use of derivatives and borrowing where appropriate.

What distinguishes Rockbridge is its combination of private fund sponsorship and the use of performance-based compensation alongside separately managed accounts, which creates potential side-by-side allocation conflicts that the firm discloses. The brochure documents the firm’s Code of Ethics, trading and allocation policies, and other compliance procedures intended to manage those conflicts and oversee execution and custody, and the firm operates with a relatively small roster of client relationships compared with many peers.