Rockbridge Capital

Real Estate SEC-registered adviser

Legal name: Rockbridge Capital, LLC

Columbus, OH Website LinkedIn

AUM

$5.0B
Regulatory AUM

Private funds

23
Real Estate 22 · Private Equity 1

Private fund assets

$5.0B
Gross asset value

Employees

125

Last Form D raise

Nov 2025
Most recent fund filing

From SEC Form ADV filing (filed Jul 8, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

J
James Merkel
Chief Executive Officer
Source: SEC Form ADV
K
Kenneth Krebs
Executive Vice President
Source: SEC Form ADV

Funds(23)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Rockbridge Hospitality Fund IX, LPReal Estate$698.5M$225.4M73Nov 2025Warm
Rockbridge Hospitality Fund VIII L.P.Real Estate$1.4B$336.2M114Feb 2022Cold
Rockbridge Portfolio Fund II LPReal Estate$86.3M——Dec 2019Cold
Rockbridge Hospitality Fund VII L.P.Real Estate$1.0B$351.6M62Aug 2017Cold
Rockbridge Hospitality Fund VII Feeder LLCReal Estate$74.4M$64.7M6Aug 2016Cold
Rockbridge Hospitality Fund VI L.P.Real Estate$739.7M$398.3M71Oct 2014Cold
Rb Partners I LLCReal Estate$378.1M———
Rockbridge Portfolio Fund I L.P.Real Estate$298.0M———
Rb Scioto Holdings, LLCReal Estate$98.7M———
Rbi Nm Investment Holdings LLCReal Estate$98.7M———
Rockbridge Hospitality Fund VI Feeder LLCReal Estate$51.6M———
Rbi Cleveland Investment Holdings LLCReal Estate$38.8M———
Rb-Civ Cherry Creek Investment Holdings LLCReal Estate$32.3M———
Rb Scioto Qo Fund, LLCReal Estate$31.0M———
Rbi Eagle Investment Holdings LLCReal Estate$25.7M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
161078
SEC file number
801-74104

Sources