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.
- https://rockbridgeasset.com/name, is_investor, layer, type, hq_country, hq_city, thesis_quote, thesis_quote_page, description, status, confidence
- https://rockbridgeasset.com/our-teamfounded, people
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Record 9051 · added 2026-09-29 · link last verified 2026-09-29 · confidence high
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