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Private equityFirmcandidate pe · candidatelower middle market

Rockbridge Capital, LLC

Private Equity

Columbus, OH

Rockbridge is a hospitality-centered investment firm designed to cultivate value and enrich life. We invest in, partner with, and create opportunities in hospitality.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:b36143eb-61e0-4334-bd8d-26879a84ec45

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 3:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 26
On other graphs: 3
Observed: Sep 13, 2026 to Sep 17, 2026
31 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Rockbridge Capital, LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

ROCKBRIDGE CAPITAL, LLC

Registered adviser · shared crd

Real Estate Fundsidentity

Rockbridge Capital, LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 1
PE funds: 1
PE GAV, 2024 filing: $14.4Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $4.3B
Investments: 0
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-05-09
Stated sectors: hospitality_leisure,technology,consumer
Latest ADV filing: May 9, 2024
Employees (ADV): 112
Website: rockbridgecapital.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
Bridgepoint Hospitality Holdings LLC	n/a	Unknown	Private Equity Fund	n/a	$14.4M	0

Relationships

Employs (21)

→ Mike Deitemeyer EvpPersonROCKBRIDGE HOLDINGS PRESIDENT, ROCKBRIDGE DEVELOPMENT
factThe subject's own site
→ Bill AvoliPersonManaging Director, Capital Markets
factThe subject's own site
→ Gavin Freytag SVPPersonCapital Markets
factThe subject's own site
→ Eric Bryan PhippsPersonChief Compliance Officer
Sep 1, 2017 to presentfactForm ADV
→ Brett Mcfadden AlexanderPersonExecutive Vice President
Mar 1, 2016 to presentfactForm ADV
→ Tamre Farid EdwardsPersonGeneral Counsel
Jun 1, 2022 to presentfactForm ADV
→ James Thomas MerkelPersonCeo & President
Jan 1, 2017 to presentfactForm ADV
→ Kenneth Jeffrey KrebsPersonExecutive Vice President
May 1, 2022 to presentfactForm ADV
→ John David HaymesPersonChief Financial Officer
Jul 1, 2017 to presentfactForm ADV
→ Jordan Burke HansellPersonStrategic Adviser
May 1, 2022 to Mar 30, 2023inferenceForm ADV
→ Stephen Charles DenzPersonTrustee
Oct 1, 1995 to Jan 15, 2018inferenceForm ADV
→ Steve John Henry LyonsPersonExecutive Vice President
May 1, 2022 to Mar 30, 2023inferenceForm ADV
→ Patience Garvey DenzPersonTrustee
Oct 1, 1995 to Jan 15, 2018inferenceForm ADV
→ Ronald Lee CallentinePersonTrustee
Apr 1, 2006 to May 6, 2016inferenceForm ADV
→ Paula Christine CallentinePersonTrustee
Apr 1, 2006 to May 6, 2016inferenceForm ADV
→ Christopher John DusseauPersonChief Compliance Officer
Feb 1, 2012 to Jun 14, 2016inferenceForm ADV
→ Lara Anne ForsmanPersonChief Financial Officer
Jan 1, 2015 to Feb 2, 2017inferenceForm ADV
→ Maureen Kim Kiefer-GoldenbergPersonChief Compliance Officer
Jun 1, 2016 to Aug 18, 2017inferenceForm ADV
→ Robert E CampbellPersonInterim Chief Financial Officer
Dec 1, 2016 to Aug 18, 2017inferenceForm ADV
→ Linda Johnson MillerPersonExecutive Vice President
May 1, 2016 to Mar 30, 2022inferenceForm ADV
→ Todd Andrew WalterPersonGeneral Counsel
Jan 1, 2019 to May 6, 2022inferenceForm ADV

Manages (1)

→ Bridgepoint Hospitality Holdings LLCFundPrivate Equity Fund
Feb 14, 2012 to presentfactForm ADV

Owns (3)

← Rockbridge Holdings, LLCFirmSole Member
Aug 1, 2022 to presentfactForm ADV
← Rockbridge Capital Holdings, LLCFirmSole Member
Aug 1, 2022 to presentfactForm ADV
← RB Founders, LLCFirmSole Member
Jan 1, 2018 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 25, 2026
Firm news
Rockbridge Expands Portfolio in Texas with Acquisition of Three Hotels
The subject's own siteobserved 2 days ago
Occurred
Mar 30, 2023
Person left
Jordan Burke Hansell (Strategic Adviser) no longer on Schedule A of Rockbridge Capital, LLC
Form ADVobserved 6 days ago
Occurred
Mar 30, 2023
Person left
Steve John Henry Lyons (Executive Vice President) no longer on Schedule A of Rockbridge Capital, LLC
Form ADVobserved 6 days ago
Occurred
Jun 1, 2022
Person joined
Tamre Farid Edwards joined Schedule A of Rockbridge Capital, LLC as General Counsel
Form ADVobserved 6 days ago
Occurred
May 6, 2022
Person left
Todd Andrew Walter (General Counsel) no longer on Schedule A of Rockbridge Capital, LLC
Form ADVobserved 6 days ago
Occurred
May 1, 2022
Person joined
Steve John Henry Lyons joined Schedule A of Rockbridge Capital, LLC as Executive Vice President
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Person left
Linda Johnson Miller (Executive Vice President) no longer on Schedule A of Rockbridge Capital, LLC
Form ADVobserved 6 days ago
Occurred
Jan 1, 2019
Person joined
Todd Andrew Walter joined Schedule A of Rockbridge Capital, LLC as General Counsel
Form ADVobserved 6 days ago
Occurred
Jan 15, 2018
Person left
Patience Garvey Denz (Trustee) no longer on Schedule A of Rockbridge Capital, LLC
Form ADVobserved 6 days ago
Occurred
Jan 15, 2018
Person left
Stephen Charles Denz (Trustee) no longer on Schedule A of Rockbridge Capital, LLC
Form ADVobserved 6 days ago
Occurred
Sep 1, 2017
Person joined
Eric Bryan Phipps joined Schedule A of Rockbridge Capital, LLC as Chief Compliance Officer
Form ADVobserved 6 days ago
Occurred
Aug 18, 2017
Person left
Robert E Campbell (Interim Chief Financial Officer) no longer on Schedule A of Rockbridge Capital, LLC
Form ADVobserved 6 days ago
Occurred
Aug 18, 2017
Person left
Maureen Kim Kiefer-Goldenberg (Chief Compliance Officer) no longer on Schedule A of Rockbridge Capital, LLC
Form ADVobserved 6 days ago
Occurred
Jul 1, 2017
Person joined
John David Haymes joined Schedule A of Rockbridge Capital, LLC as Chief Financial Officer
Form ADVobserved 6 days ago
Occurred
Feb 2, 2017
Person left
Lara Anne Forsman (Chief Financial Officer) no longer on Schedule A of Rockbridge Capital, LLC
Form ADVobserved 6 days ago
Occurred
Dec 1, 2016
Person joined
Robert E Campbell joined Schedule A of Rockbridge Capital, LLC as Interim Chief Financial Officer
Form ADVobserved 6 days ago
Occurred
Jun 14, 2016
Person left
Christopher John Dusseau (Chief Compliance Officer) no longer on Schedule A of Rockbridge Capital, LLC
Form ADVobserved 6 days ago
Occurred
Jun 1, 2016
Person joined
Maureen Kim Kiefer-Goldenberg joined Schedule A of Rockbridge Capital, LLC as Chief Compliance Officer
Form ADVobserved 6 days ago
Occurred
May 6, 2016
Person left
Ronald Lee Callentine (Trustee) no longer on Schedule A of Rockbridge Capital, LLC
Form ADVobserved 6 days ago
Occurred
May 6, 2016
Person left
Paula Christine Callentine (Trustee) no longer on Schedule A of Rockbridge Capital, LLC
Form ADVobserved 6 days ago
Occurred
May 1, 2016
Person joined
Linda Johnson Miller joined Schedule A of Rockbridge Capital, LLC as Executive Vice President
Form ADVobserved 6 days ago
Occurred
Mar 1, 2016
Person joined
Brett Mcfadden Alexander joined Schedule A of Rockbridge Capital, LLC as Executive Vice President
Form ADVobserved 6 days ago
Occurred
Oct 1, 2015
Person joined
Jordan Burke Hansell joined Schedule A of Rockbridge Capital, LLC as President
Form ADVobserved 6 days ago
Occurred
Jan 1, 2015
Person joined
Lara Anne Forsman joined Schedule A of Rockbridge Capital, LLC as Chief Financial Officer
Form ADVobserved 6 days ago
Occurred
Feb 14, 2012
Adviser first adv filing
Rockbridge Capital, LLC first filed Form ADV in the extract (IA)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Feb 14, 2012
Bridgepoint Hospitality Holdings LLC first reported on Form ADV by Rockbridge Capital, LLC (Private Equity Fund), GAV $41,274,897

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Mike Deitemeyer Evp (ROCKBRIDGE HOLDINGS PRESIDENT, ROCKBRIDGE DEVELOPMENT), Bill Avoli (Managing Director, Capital Markets), Gavin Freytag SVP (Capital Markets), Eric Bryan Phipps (Chief Compliance Officer), Brett Mcfadden Alexander (Executive Vice President), Tamre Farid Edwards (General Counsel), James Thomas Merkel (Ceo & President), Kenneth Jeffrey Krebs (Executive Vice President), John David Haymes (Chief Financial Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:b36143eb-61e0-4334-bd8d-26879a84ec45
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Rockbridge Capital, LLC

Private Equity

Columbus, OH

Rockbridge is a hospitality-centered investment firm designed to cultivate value and enrich life. We invest in, partner with, and create opportunities in hospitality.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:b36143eb-61e0-4334-bd8d-26879a84ec45

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 3:59 AM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Bridgepoint Hospitality Holdings LLC

n/a

Unknown

Private Equity Fund

n/a

$14.4M