SourcingSourcing

ROCKBRIDGE GROWTH EQUITY MANAGEMENT, L.P.

C22
CRD 299650·SEC 801-114423·DETROIT, MI
AUM
$1.84B
$1B+
Est. Revenue
$18.4M
@ 1% on AUM
Est. EBITDA
$5.5M
@ 30% margin
Est. Deal Value
$44.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ROCKBRIDGE GROWTH EQUITY MANAGEMENT, L.P.
CRD
299650
SEC file #
801-114423
EIN
—
DBA names
—

Economics

AUM
$1.84B
AUM band
$1B+
AUM trajectory
'20'26
$362.0M → $1.84B▲ +409%
Client mix
Pooled Investment Vehicles10

Operations

Employees (total)
20
Advisory staff (per ADV)
18
Advisory staff (5-yr trend)
'20'26
7 advisors → 18 advisors▲ +157%
Primary office
DETROIT MI
Branches
—

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
linkedin.com/company/rockbridge-growth-equity-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HERMELIN, BRIAN, MICHAEL
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
HERMELIN, BRIAN, MICHAEL
PROKOP, KEVIN, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
22
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Folio Institutional1
Full
Jpmorgan8
E*trade4
Folio Institutional1
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1728488
Trust Company Affiliate
No

People (6)

6
HERMELIN, BRIAN, MICHAEL
Direct Owner · 37.5%
1728488
PROKOP, KEVIN, JOHN
Direct Owner · 37.5%
7043161
HYNES, MAURA, TERESA
Executive Officer · 2.5%
7131632
LINDEN, STEVEN, JOHN
Executive Officer · 2.5%
4537745
PULICE, ANTHONY, J
Executive Officer · 2.5%
5682570
WEIZMAN, ZIV, NMN
Executive Officer · 2.5%
5994559