Investment adviser · CRD 299650

ROCKBRIDGE GROWTH EQUITY MANAGEMENT, L.P.

Investment adviser filing (IA)

DETROIT, MI, United States · Form ADV filed Mar 25, 2026

Regulatory AUM
$1.84B
Form ADV · Item 5.F
Client accounts
10
Accounts, not individual clients
Employees
20
Reported in this filing
Advisory professionals
18
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles10$1,841,308,407100.0%
Filing source

Form ADV 2079022 · Mar 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

10 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

RB EQUITY FUND II, L.P.Private Equity Fund · Last reported Mar 25, 2026$526MGross asset value

Form D fundraising filings

RB EQUITY FUND II, L.P.

Fund administrator LANGHAM HALL US LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PLANTE & MORAN, PLLC ANN ARBOR, Michigan, United States
Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, United States Related to adviser: No
Custodian THE HUNTINGTON NATIONAL BANK SOUTHFIELD, Michigan, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PLANTE & MORAN, PLLC
PCAOB 166

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

THE HUNTINGTON NATIONAL BANK
LEI 2WHM8VNJH63UN14OL754

Fund details & source
Fund ID
805-1011268272
Reported beneficial owners
60
Minimum commitment
$10M
Form D file number
021-328775

Form ADV 2079022 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RB EQUITY FUND III, L.P.Private Equity Fund · Last reported Mar 25, 2026$421MGross asset value

Form D fundraising filings

RB EQUITY FUND III, L.P.

Fund administrator LANGHAM HALL US LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PLANTE & MORAN, PLLC ANN ARBOR, Michigan, United States
Custodian THE HUNTINGTON NATIONAL BANK SOUTHFIELD, Michigan, United States Related to adviser: No
Marketer LAZARD FRERES & CO. LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

PLANTE & MORAN, PLLC
PCAOB 166

THE HUNTINGTON NATIONAL BANK
LEI 2WHM8VNJH63UN14OL754

LAZARD FRERES & CO. LLC
CRD 2528 · SEC 8-2595

Fund details & source
Fund ID
805-3469930827
Reported beneficial owners
47
Minimum commitment
$10M
Form D file number
021-468440

Form ADV 2079022 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RB EQUITY FUND I-A, L.P.Private Equity Fund · Last reported Mar 25, 2026$293MGross asset value

Form D fundraising filings

RB EQUITY FUND I-A, L.P.

Fund administrator LANGHAM HALL US LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PLANTE & MORAN, PLLC ANN ARBOR, Michigan, United States
Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, United States Related to adviser: No
Custodian THE HUNTINGTON NATIONAL BANK SOUTHFIELD, Michigan, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PLANTE & MORAN, PLLC
PCAOB 166

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

THE HUNTINGTON NATIONAL BANK
LEI 2WHM8VNJH63UN14OL754

Fund details & source
Fund ID
805-4861973304
Reported beneficial owners
17
Minimum commitment
$10M
Form D file number
021-328773

Form ADV 2079022 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RB EQUITY FUND II-A, L.P.Private Equity Fund · Last reported Mar 25, 2026$167MGross asset value

Form D fundraising filings

RB EQUITY FUND II-A, L.P.

Fund administrator LANGHAM HALL US LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PLANTE & MORAN, PLLC ANN ARBOR, Michigan, United States
Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, United States Related to adviser: No
Custodian THE HUNTINGTON NATIONAL BANK SOUTHFIELD, Michigan, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PLANTE & MORAN, PLLC
PCAOB 166

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

THE HUNTINGTON NATIONAL BANK
LEI 2WHM8VNJH63UN14OL754

Fund details & source
Fund ID
805-2157115913
Reported beneficial owners
20
Minimum commitment
$10M
Form D file number
021-328776

Form ADV 2079022 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RB EQUITY FUNDS CO-INVEST I, L.P.Private Equity Fund · Last reported Mar 25, 2026$156MGross asset value

Form D fundraising filings

RB EQUITY FUND II CO-INVEST, L.P.

Fund administrator LANGHAM HALL US LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PLANTE & MORAN, PLLC ANN ARBOR, Michigan, United States
Custodian THE HUNTINGTON NATIONAL BANK SOUTHFIELD, Michigan, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PLANTE & MORAN, PLLC
PCAOB 166

THE HUNTINGTON NATIONAL BANK
LEI 2WHM8VNJH63UN14OL754

Fund details & source
Fund ID
805-4254040205
Reported beneficial owners
1
Minimum commitment
$50M
Form D file number
021-405007

Form ADV 2079022 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RB EQUITY FUND I, L.P.Private Equity Fund · Last reported Mar 25, 2026$148MGross asset value

Form D fundraising filings

RB EQUITY FUND I, L.P.

Fund administrator LANGHAM HALL US LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PLANTE & MORAN, PLLC ANN ARBOR, Michigan, United States
Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, United States Related to adviser: No
Custodian THE HUNTINGTON NATIONAL BANK SOUTHFIELD, Michigan, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PLANTE & MORAN, PLLC
PCAOB 166

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

THE HUNTINGTON NATIONAL BANK
LEI 2WHM8VNJH63UN14OL754

Fund details & source
Fund ID
805-9937440945
Reported beneficial owners
10
Minimum commitment
$10M
Form D file number
021-328774

Form ADV 2079022 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RB EQUITY FUND III-A, L.P.Private Equity Fund · Last reported Mar 25, 2026$92.4MGross asset value

Form D fundraising filings

RB EQUITY FUND III-A, L.P.

Fund administrator LANGHAM HALL US LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PLANTE & MORAN, PLLC ANN ARBOR, Michigan, United States
Custodian THE HUNTINGTON NATIONAL BANK SOUTHFIELD, Michigan, United States Related to adviser: No
Marketer LAZARD FRERES & CO. LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

PLANTE & MORAN, PLLC
PCAOB 166

THE HUNTINGTON NATIONAL BANK
LEI 2WHM8VNJH63UN14OL754

LAZARD FRERES & CO. LLC
CRD 2528 · SEC 8-2595

Fund details & source
Fund ID
805-8189924929
Reported beneficial owners
10
Minimum commitment
$10M
Form D file number
021-468443

Form ADV 2079022 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 25, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

1555 BROADWAY, 4TH FLOOR
DETROIT, MI, 48226-2154, United States

CRD 299650

Filing source

Form ADV 2079022 · Mar 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.