AdvisorCensus / Financial advisors / Michigan / Detroit / Rockbridge Growth Equity Management, L.P.
Rockbridge Growth Equity Management, L.P.
Filed as ROCKBRIDGE GROWTH EQUITY MANAGEMENT, L.P.
Rockbridge Growth Equity Management, L.P. is an SEC-registered investment advisory firm in Detroit, MI, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.
Quick answers
From the filingHow is Rockbridge Growth Equity Management, L.P. compensated?
On its Form ADV (Item 5.E, October 2026), Rockbridge Growth Equity Management, L.P. reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.
Where is Rockbridge Growth Equity Management, L.P. located?
Rockbridge Growth Equity Management, L.P.'s principal office is in Detroit, MI, according to its Form ADV.
Is Rockbridge Growth Equity Management, L.P. registered with the SEC or a state?
Rockbridge Growth Equity Management, L.P. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 299650.
How much does Rockbridge Growth Equity Management, L.P. manage?
Rockbridge Growth Equity Management, L.P. reports $1,841,308,407 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (92% discretionary).
How have Rockbridge Growth Equity Management, L.P.'s assets and staff changed since 2021?
In the Form ADV data for Rockbridge Growth Equity Management, L.P.: Regulatory assets under management: $625,056,449 in the October 2021 data and $1,841,308,407 in the October 2026 data, up 195%. Total employees: 10 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Rockbridge Growth Equity Management, L.P. serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10).
Does Rockbridge Growth Equity Management, L.P. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299650
Does Rockbridge Growth Equity Management, L.P. state an account minimum?
Its Form ADV Part 2A brochure dated March 25, 2026 says: "The Funds typically require minimum Commitments from each investor of $10 million, although the General Partners have accepted individual Commitments of lesser amounts in their sole discretion."
What changed in Rockbridge Growth Equity Management, L.P.'s recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 16 to 18. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The Funds typically require minimum Commitments from each investor of $10 million, although the General Partners have accepted individual Commitments of lesser amounts in their sole discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,841,308,407 as of October 2026, filing dated March 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (7 years)
- Employees
- Total: 20. Performing investment advisory functions: 18.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,841,308,407 | 20 | March 25, 2026 |
| October 2025 | $1,738,142,927 | 18 | March 27, 2025 |
| October 2024 | $1,771,087,910 | 20 | March 27, 2024 |
| October 2023 | $1,486,372,129 | 17 | March 29, 2023 |
| October 2022 | $1,281,185,118 | 12 | May 12, 2022 |
| October 2021 | $625,056,449 | 10 | March 31, 2021 |
Regulatory assets under management: $625,056,449 in the October 2021 data and $1,841,308,407 in the October 2026 data, up 195%.
Total employees: 10 in October 2021 and 20 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 16 to 18.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Rockbridge Growth Equity Management, L.P. (CRD 299650): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/rockbridge-growth-equity-management-l-p-detroit-mi-299650