investordatabase.org

Rockbridge Asset Management, LLC

rockbridgeasset.com Direct investor

Rockbridge Asset Management is an investment management firm that builds concentrated portfolios of publicly-traded equities. It was formed in 2024 by Peter C. Keefe.

Rockbridge Asset Management, LLC is an asset manager headquartered in Alexandria, United States, founded in 2024. It invests directly in companies.

“Via the construction of concentrated portfolios of publicly-traded equities. Three key components will drive investment decisions: a sustainably high return on invested capital, excellent shareholder-friendly management and a bargain valuation at the time of acquisition.”

— Rockbridge Asset Management, LLC, own website
Layer
Direct investor
Type
Asset manager
Stage
Not stated
Headquarters
Alexandria, United States
Founded
2024

Team, as Rockbridge Asset Management, LLC publishes it

  • Peter C. Keefe Managing Member and Portfolio Manager
  • Dennis Kelly Chief Financial Officer and Chief Operating Officer
  • Quinten A. Petro Portfolio Administrator/Research Analyst
  • Julia Keefe Pannepacker Client Relationship Manager

Names and roles exactly as listed on rockbridgeasset.com. Nothing else about these people is recorded.

Where this comes from

Every fact above was read from a page Rockbridge Asset Management, LLC publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.

Is this record wrong or stale? Report a mistake — it reaches us directly, no email address to look up.

Record 9051 · added 2026-09-29 · link last verified 2026-09-29 · confidence high

Similar investors

Listed under