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Data / Investment advisers / Michigan / Rockbridge Growth Equity Management, L.P.

Rockbridge Growth Equity Management, L.P., Detroit, MI: $1.8 billion AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Rockbridge Growth Equity Management, L.P. is an SEC registered investment adviser with its main office in Detroit, Michigan and reports $1.8 billion in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 10 private funds.

The request: Watch Rockbridge Growth Equity Management, L.P. (CRD number 299650): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

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Registration
SEC registered investment adviser
CRD number
299650
SEC file number
801-114423
SEC status
Approved, effective December 13, 2018
Main office
1555 Broadway, 4th Floor, Detroit, MI 48226
Phone
(313) 816-4504
Regulatory AUM
$1,841,308,407 in the Form ADV filed March 25, 2026
Discretionary AUM
$1,685,542,943
Non discretionary AUM
$155,765,464
Accounts
10
Employees
20, of which 18 give investment advice
Form of organization
Limited Partnership
Paid through
a percentage of assets under management, performance based fees, other fees
Private funds
10: 10 private equity funds
Gross assets of private funds
$1,841,308,407
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
March 25, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
Pooled investment vehicles10$1.84 billion

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$1.84 billionMarch 25, 2026
December 1, 2025$1.74 billionMarch 27, 2025

Other advisers in Detroit

AdviserCityAUMPrivate fundsSource
Bricktown Capital, LLCDetroit$11.67 billionNot listedadviserinfo.sec.gov
Signal Advisors Wealth, LLCDetroit$1.69 billionNot listedadviserinfo.sec.gov
Huron Capital Partners LLCDetroit$1.02 billion12adviserinfo.sec.gov
Union Heritage CapitalDetroit$295.2 millionNot listedadviserinfo.sec.gov
Assembly Ventures Management, LLCDetroitNot listed5adviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.