Rockbridge Capital (RBC) manages pooled investment vehicles focused on high-yield debt, quasi-equity, and equity investments in U.S. real estate, mainly hotels. RBC identifies investment opportunities, monitors portfolio investments, and makes recommendations to the General Partner of each fund. RBC's advice is based on the investment strategy of each fund, not the individual needs of the investors in that fund.
Assets Under Management$4.8B
Clients22
AdvisorsN/A
Avg. per Client$220M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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