Active
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
Investment Advice|SYRACUSE, NY
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$1.7B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 1.6B |
| Non-Discretionary | 62.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 115754 |
| SEC Number | 801-60639 |
| Street Address | 220 SOUTH WARREN STREET |
| Street Address 2 | 9TH FLOOR |
| Location | SYRACUSE, NY 13202 |
| Country | United States |
| Phone | 315-671-0588 |
| Fax | 315-671-0589 |
| Total Employees | 21 |
Client Count by Type (1,629 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 1,235 |
| High Net Worth Individual… | 318 |
| Charitable Organizations | 42 |
| Corporations/Businesses | 23 |
| Pension/Profit Sharing Pl… | 11 |
Community Partners
CITY OF SYRACUSE
COUNTY OF ONONDAGA
TOWN OF CAMILLUS
TOWN OF CICERO
TOWN OF CLAY
TOWN OF DE WITT
TOWN OF ELBRIDGE
TOWN OF FABIUS
TOWN OF GEDDES
TOWN OF LAFAYETTE
TOWN OF LYSANDER
TOWN OF MANLIUS
TOWN OF MARCELLUS
TOWN OF ONONDAGA
TOWN OF OTISCO
TOWN OF POMPEY
TOWN OF SALINA
TOWN OF SKANEATELES
TOWN OF SPAFFORD
TOWN OF TULLY
CITY OF SYRACUSE
COUNTY OF ONONDAGA
TOWN OF CAMILLUS
TOWN OF CICERO
TOWN OF CLAY
TOWN OF DE WITT
TOWN OF ELBRIDGE
TOWN OF FABIUS
TOWN OF GEDDES
TOWN OF LAFAYETTE
TOWN OF LYSANDER
TOWN OF MANLIUS
TOWN OF MARCELLUS
TOWN OF ONONDAGA
TOWN OF OTISCO
TOWN OF POMPEY
TOWN OF SALINA
TOWN OF SKANEATELES
TOWN OF SPAFFORD
TOWN OF TULLY
CITY OF SYRACUSE
COUNTY OF ONONDAGA
TOWN OF CAMILLUS
TOWN OF CICERO
TOWN OF CLAY
TOWN OF DE WITT
TOWN OF ELBRIDGE
TOWN OF FABIUS
TOWN OF GEDDES
TOWN OF LAFAYETTE
TOWN OF LYSANDER
TOWN OF MANLIUS
TOWN OF MARCELLUS
TOWN OF ONONDAGA
TOWN OF OTISCO
TOWN OF POMPEY
TOWN OF SALINA
TOWN OF SKANEATELES
TOWN OF SPAFFORD
TOWN OF TULLY
Municipal Government
36 Active
36
Organizations
BALDWINSVILLE PUBLIC LIBRARY
BELGIUM COLD SPRING FIRE DISTRICT
BREWERTON FIRE DISTRICT
CENTRAL NEW YORK REGIONAL MARKET AUTHORITY
CENTRAL NEW YORK REGIONAL PLANNING & DEVELOPMENT BOARD
CICERO FIRE DISTRICT
CLRC
DEWITT FIRE DISTRICT
FABIUS FIRE DISTRICT
FABIUS FIRE HOUSE
HINSDALE FIRE DISTRICT 1
JAMESVILLE FIRE DISTRICT
KIRKVILLE FIRE DISTRICT
LAKESIDE FIRE DISTRICT
LIVERPOOL PUBLIC LIBRARY
LYNCOURT FIRE DISTRICT
MOTTVILLE FIRE DISTRICT
NORTH ONONDAGA PUBLIC LIBRARY DISTRICT
NORTH WEST FIRE DISTRICT
ONONDAGA COUNTY WATER AUTHORITY
BALDWINSVILLE PUBLIC LIBRARY
BELGIUM COLD SPRING FIRE DISTRICT
BREWERTON FIRE DISTRICT
CENTRAL NEW YORK REGIONAL MARKET AUTHORITY
CENTRAL NEW YORK REGIONAL PLANNING & DEVELOPMENT BOARD
CICERO FIRE DISTRICT
CLRC
DEWITT FIRE DISTRICT
FABIUS FIRE DISTRICT
FABIUS FIRE HOUSE
HINSDALE FIRE DISTRICT 1
JAMESVILLE FIRE DISTRICT
KIRKVILLE FIRE DISTRICT
LAKESIDE FIRE DISTRICT
LIVERPOOL PUBLIC LIBRARY
LYNCOURT FIRE DISTRICT
MOTTVILLE FIRE DISTRICT
NORTH ONONDAGA PUBLIC LIBRARY DISTRICT
NORTH WEST FIRE DISTRICT
ONONDAGA COUNTY WATER AUTHORITY
BALDWINSVILLE PUBLIC LIBRARY
BELGIUM COLD SPRING FIRE DISTRICT
BREWERTON FIRE DISTRICT
CENTRAL NEW YORK REGIONAL MARKET AUTHORITY
CENTRAL NEW YORK REGIONAL PLANNING & DEVELOPMENT BOARD
CICERO FIRE DISTRICT
CLRC
DEWITT FIRE DISTRICT
FABIUS FIRE DISTRICT
FABIUS FIRE HOUSE
HINSDALE FIRE DISTRICT 1
JAMESVILLE FIRE DISTRICT
KIRKVILLE FIRE DISTRICT
LAKESIDE FIRE DISTRICT
LIVERPOOL PUBLIC LIBRARY
LYNCOURT FIRE DISTRICT
MOTTVILLE FIRE DISTRICT
NORTH ONONDAGA PUBLIC LIBRARY DISTRICT
NORTH WEST FIRE DISTRICT
ONONDAGA COUNTY WATER AUTHORITY
Special District
30 Active
30
Organizations
BALDWINSVILLE CTL SCHOOL DIST
EAST SYRACUSE-MINOA CENTRAL SCHOOL DIST
FABIUS-POMPEY CENTRAL SCHOOL DIST
FABIUS POMPEY CENTRAL SCHOOL DISTRICT
FAYETTEVILLE-MANLIUS CENTRAL SCH DIST
JAMESVILLE-DEWITT CENTRAL SCH DIST
JORDAN ELBRIDGE CENTRAL SCHOOL DISTRICT
JORDAN ELBRIDGE CTL SCH DIST
LAFAYETTE CENTRAL SCH
LIVERPOOL CENTRAL SCH
LYNCOURT UNION FREE SCH DIST AT SALINA
MARCELLUS CENTRAL SCH
NORTH SYRACUSE CENTRAL SCHOOL DIST
ONONDAGA CENTRAL SCH DIST
SCSD
SKANEATELES CENTRAL SCH
SOLVAY UNION FREE VILLAGE SCHOOL DIST
SYRACUSE CITY SCH DIST
TULLY CENTRAL SCH DIST
WEST GENESEE CENTRAL SCH DIST AT CAMILLUS
BALDWINSVILLE CTL SCHOOL DIST
EAST SYRACUSE-MINOA CENTRAL SCHOOL DIST
FABIUS-POMPEY CENTRAL SCHOOL DIST
FABIUS POMPEY CENTRAL SCHOOL DISTRICT
FAYETTEVILLE-MANLIUS CENTRAL SCH DIST
JAMESVILLE-DEWITT CENTRAL SCH DIST
JORDAN ELBRIDGE CENTRAL SCHOOL DISTRICT
JORDAN ELBRIDGE CTL SCH DIST
LAFAYETTE CENTRAL SCH
LIVERPOOL CENTRAL SCH
LYNCOURT UNION FREE SCH DIST AT SALINA
MARCELLUS CENTRAL SCH
NORTH SYRACUSE CENTRAL SCHOOL DIST
ONONDAGA CENTRAL SCH DIST
SCSD
SKANEATELES CENTRAL SCH
SOLVAY UNION FREE VILLAGE SCHOOL DIST
SYRACUSE CITY SCH DIST
TULLY CENTRAL SCH DIST
WEST GENESEE CENTRAL SCH DIST AT CAMILLUS
BALDWINSVILLE CTL SCHOOL DIST
EAST SYRACUSE-MINOA CENTRAL SCHOOL DIST
FABIUS-POMPEY CENTRAL SCHOOL DIST
FABIUS POMPEY CENTRAL SCHOOL DISTRICT
FAYETTEVILLE-MANLIUS CENTRAL SCH DIST
JAMESVILLE-DEWITT CENTRAL SCH DIST
JORDAN ELBRIDGE CENTRAL SCHOOL DISTRICT
JORDAN ELBRIDGE CTL SCH DIST
LAFAYETTE CENTRAL SCH
LIVERPOOL CENTRAL SCH
LYNCOURT UNION FREE SCH DIST AT SALINA
MARCELLUS CENTRAL SCH
NORTH SYRACUSE CENTRAL SCHOOL DIST
ONONDAGA CENTRAL SCH DIST
SCSD
SKANEATELES CENTRAL SCH
SOLVAY UNION FREE VILLAGE SCHOOL DIST
SYRACUSE CITY SCH DIST
TULLY CENTRAL SCH DIST
WEST GENESEE CENTRAL SCH DIST AT CAMILLUS
School District
21 Active
21
Organizations
002 IROQUOIS CHAPTER OF TROUT UNLIMITED
01005 OC OF BALDWINSVILLE NY
100 BLACK MEN OF SYRACUSE INC
10TH MOUNTAIN DIVISION SCHOLARSHIP SUPPORT CORPORATION
138TH FLYING BOOSTER CLUB INC
1534966 SALT CITY SPEAKERS
174TH ALUMNI ASSOCIATION INC
174TH TACTICAL FIGHTER WING SERVICE CLUB INC
2019 SCIENCE OLYMPIAD NATIONAL
21ST CENTURY YOUTH YOUNG ADULT TECHNOLOGY EXPOSURE INC
22 UNTIL THERE'S NONE INC
22 UNTIL THERES NONE INC
2SISTERS4LIFE INC
315MOM
315 VOLLEYBALL CLUB
3RD WARD COMMUNITY GROUP INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
002 IROQUOIS CHAPTER OF TROUT UNLIMITED
01005 OC OF BALDWINSVILLE NY
100 BLACK MEN OF SYRACUSE INC
10TH MOUNTAIN DIVISION SCHOLARSHIP SUPPORT CORPORATION
138TH FLYING BOOSTER CLUB INC
1534966 SALT CITY SPEAKERS
174TH ALUMNI ASSOCIATION INC
174TH TACTICAL FIGHTER WING SERVICE CLUB INC
2019 SCIENCE OLYMPIAD NATIONAL
21ST CENTURY YOUTH YOUNG ADULT TECHNOLOGY EXPOSURE INC
22 UNTIL THERE'S NONE INC
22 UNTIL THERES NONE INC
2SISTERS4LIFE INC
315MOM
315 VOLLEYBALL CLUB
3RD WARD COMMUNITY GROUP INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
002 IROQUOIS CHAPTER OF TROUT UNLIMITED
01005 OC OF BALDWINSVILLE NY
100 BLACK MEN OF SYRACUSE INC
10TH MOUNTAIN DIVISION SCHOLARSHIP SUPPORT CORPORATION
138TH FLYING BOOSTER CLUB INC
1534966 SALT CITY SPEAKERS
174TH ALUMNI ASSOCIATION INC
174TH TACTICAL FIGHTER WING SERVICE CLUB INC
2019 SCIENCE OLYMPIAD NATIONAL
21ST CENTURY YOUTH YOUNG ADULT TECHNOLOGY EXPOSURE INC
22 UNTIL THERE'S NONE INC
22 UNTIL THERES NONE INC
2SISTERS4LIFE INC
315MOM
315 VOLLEYBALL CLUB
3RD WARD COMMUNITY GROUP INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
2914 Active
2914
Organizations
Community Partners137 organizations
CITY OF SYRACUSE
Municipal Government·SYRACUSE
TOWN OF OTISCO
Municipal Government·TULLY
TOWN OF POMPEY
Municipal Government·MANLIUS
TOWN OF TULLY
Municipal Government·TULLY
VILLAGE OF CAMILLUS
Municipal Government·CAMILLUS
VILLAGE OF EAST SYRACUSE
Municipal Government·EAST SYRACUSE
VILLAGE OF FABIUS
Municipal Government·FABIUS
VILLAGE OF JORDAN
Municipal Government·JORDAN
VILLAGE OF MANLIUS
Municipal Government·MANLIUS
VILLAGE OF MARCELLUS
Municipal Government·MARCELLUS
VILLAGE OF MINOA
Municipal Government·MINOA
VILLAGE OF NORTH SYRACUSE
Municipal Government·SYRACUSE
BALDWINSVILLE PUBLIC LIBRARY
Special District·BALDWINSVILLE
CENTRAL NEW YORK REGIONAL MARKET AUTHORITY
Special District·SYRACUSE
CENTRAL NEW YORK REGIONAL PLANNING & DEVELOPMENT BOARD
Special District·SYRACUSE
CLRC
Special District·EAST SYRACUSE
FABIUS FIRE DISTRICT
Special District·FABIUS
FABIUS FIRE HOUSE
Special District·FABIUS
HINSDALE FIRE DISTRICT 1
Special District·SYRACUSE
JAMESVILLE FIRE DISTRICT
Special District·JAMESVILLE
LIVERPOOL PUBLIC LIBRARY
Special District·LIVERPOOL
LYNCOURT FIRE DISTRICT
Special District·SYRACUSE
MOTTVILLE FIRE DISTRICT
Special District·MOTTVILLE
NORTH WEST FIRE DISTRICT
Special District·BALDWINSVILLE
ONONDAGA COUNTY WATER AUTHORITY
Special District·SYRACUSE
OTISCO FIRE DISTRICT
Special District·MARIETTA
PLAINVILLE FIRE DISTRICT
Special District·PLAINVILLE
POMPEY HILL FIRE DISTRICT
Special District·POMPEY
SALINA CONSOLIDATED FIRE DISTRICT 2
Special District·MATTYDALE
SENECA RIVER FIRE DISTRICT
Special District·BALDWINSVILLE
SPAFFORD FIRE DISTRICT
Special District·SKANEATELES
TAUNTON VOLUNTEER FIRE DEPARTMENT
Special District·SYRACUSE
TULLY JOINT FIRE DISTRICT
Special District·TULLY
WARNERS FIRE DISTRICT
Special District·WARNERS
FABIUS POMPEY CENTRAL SCHOOL DISTRICT
School District·FABIUS
JORDAN ELBRIDGE CENTRAL SCHOOL DISTRICT
School District·JORDAN
SCSD
School District·SYRACUSE
002 IROQUOIS CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·MANLIUS
01005 OC OF BALDWINSVILLE NY
Nonprofit Organization·SYRACUSE
100 BLACK MEN OF SYRACUSE INC
Nonprofit Organization·SYRACUSE
10TH MOUNTAIN DIVISION SCHOLARSHIP SUPPORT CORPORATION
Nonprofit Organization·SYRACUSE
138TH FLYING BOOSTER CLUB INC
Nonprofit Organization·SYRACUSE
1534966 SALT CITY SPEAKERS
Nonprofit Organization·Syracuse
174TH ALUMNI ASSOCIATION INC
Nonprofit Organization·Syracuse
174TH TACTICAL FIGHTER WING SERVICE CLUB INC
Nonprofit Organization·Syracuse
2019 SCIENCE OLYMPIAD NATIONAL
Nonprofit Organization·MANLIUS
21ST CENTURY YOUTH YOUNG ADULT TECHNOLOGY EXPOSURE INC
Nonprofit Organization·SYRACUSE
22 UNTIL THERE'S NONE INC
Nonprofit Organization·LIVERPOOL
22 UNTIL THERES NONE INC
Nonprofit Organization·Liverpool
2SISTERS4LIFE INC
Nonprofit Organization·syracuse
315MOM
Nonprofit Organization·Fayetteville
315 VOLLEYBALL CLUB
Nonprofit Organization·Fayetteville
3RD WARD COMMUNITY GROUP INC
Nonprofit Organization·Mattydale
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Syracuse
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Syracuse
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Syracuse
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fayetteville
4 THE FUTURE FOUNDATION INC
Nonprofit Organization·LA FAYETTE
512 LEMOYNE AVE HOUSING DEV FUND COINC
Nonprofit Organization·SYRACUSE
5186 CATHOLIC FRATERNAL HOME ASSOCIATION INC
Nonprofit Organization·Minoa
60 FOR 60 THE MOHAWK RUN INC
Nonprofit Organization·BALDWINSVILLE
700 W ONONDAGA ST HOUSING DEVELOPMENT FUND CO INC
Nonprofit Organization·SYRACUSE
727 INSTRUMENTAL INC
Nonprofit Organization·SYRACUSE
99ONE
Nonprofit Organization·Baldwinsville
ABBY LANE HOUSING CORPORATION
Nonprofit Organization·SYRACUSE
A & B CLAY BUSTERS INC
Nonprofit Organization·MANLIUS
A&B CLAY BUSTERS INC
Nonprofit Organization·Manlius
ABILITY FITNESS INC
Nonprofit Organization·LIVERPOOL
ABUNDANT MERCY INC
Nonprofit Organization·Brewerton
ACACIA FRATERNITY INCORPORATED
Nonprofit Organization·Fayetteville
ACADEMY SQUARE APARTMENTS HOUSING
Nonprofit Organization·SYRACUSE
A CAUSE TO CELEBRATE
Nonprofit Organization·Baldwinsville
ACCESSCNY INC
Nonprofit Organization·SYRACUSE
ACCNPUBLISHING COMPANY INC
Nonprofit Organization·SYRACUSE
ACTON ACADEMY SYRACUSE WORKSPACE INC
Nonprofit Organization·MANLIUS
ADAPT CNY INC
Nonprofit Organization·SYRACUSE
ADELPHI CLUB OF SYRACUSE
Nonprofit Organization·SYRACUSE
ADIRONDACK CHAPTER AMERICAN ROCK GARDEN SOCIETY
Nonprofit Organization·SYRACUSE
ADKHIGHPEAKS FOUNDATION
Nonprofit Organization·DeWitt
ADMINISTRATORS OF VOLUNTEER SERVICES OF CENTRAL NEW YORK INC
Nonprofit Organization·Syracuse
ADOPTION AND COUNSELING SERVICE INC
Nonprofit Organization·SYRACUSE
ADVANCED STRATEGIES ADVENTURES INC
Nonprofit Organization·Kirkville
ADVANCE STUDENT RESOURCE SYSTEMS
Nonprofit Organization·Solvay
ADVOCATES FOR UPSTATE MEDICAL UNIVERSITY UNIVERSITY HOSPITAL INC
Nonprofit Organization·SYRACUSE
ADVOCATES INCORPORATED
Nonprofit Organization·LIVERPOOL
AEROSPACE ALLIANCE OF UPSTATE NEW YORK INC
Nonprofit Organization·SYRACUSE
AFGHANISTAN & IRAQ VETERANS ASSOCIATION INC
Nonprofit Organization·MANLIUS