CRD: 329880
Rockbridge Asset Management, LLC
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- Custodian
- Bofa Securities · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-22-2024
- Office Locations
- 1
Office Locations
About Rockbridge Asset Management, LLC
Rockbridge Capital Management is an investment management firm serving retail and institutional investors. It builds concentrated portfolios of publicly traded equities, emphasizing sustainably high return on invested capital, shareholder-friendly management, and attractive valuations. Portfolios are implemented primarily via ETFs and held at custodians including Fidelity/NFS and Interactive Brokers.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
PETER CREIGHTON KEEFE
Director, Managing Member
- CRD
- #720981
- Ownership
- 75% or more
DENNIS PETER KELLY
Chief Financial Officer, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $218,011,000 | $3,460,492 |
| Non-Discretionary | $0 | -- |
| Total | $218,011,000 | $3,460,492 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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