Form D · Private Equity Fund

ROCKBRIDGE HOSPITALITY FUND IX L.P.

Columbus, OH · CIK 0001993455

Offering snapshot reported Oct 30, 2026 · SEC filing

Reported sold: $243M
Investors reported: 82
Minimum accepted: $0
First sale: Nov 10, 2023

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$225,450,000 → $243,050,000
Reported investors73 → 82

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 30, 2026	Amendment	$243,050,000	$17,600,000vs Nov 7, 2025	82	SEC filing
Nov 7, 2025	Amendment	$225,450,000	$41,500,000vs Nov 8, 2024	73	SEC filing
Nov 8, 2024	Amendment	$183,950,000	No comparison	45	SEC filing
Nov 9, 2023	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.5, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-496895

The general partner reserves the right to offer a greater or lesser amount of limited partner interests.

Source: Form D, filed Oct 30, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

ROCKBRIDGE HOSPITALITY FUND IX, LP

Investment adviser: ROCKBRIDGE CAPITAL, LLC

Gross asset value: $699M
Beneficial owners: 74
ADV minimum commitment: $1M

Reported in Form ADV on Jul 8, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor PRICEWATERHOUSECOOPERS LLC COLUMBUS, Ohio, United States

Custodian BMO BANK CHICAGO, Illinois, United States Related to adviser: No

Custodian THE HUNTINGTON NATIONAL BANK COLUMBUS, Ohio, United States Related to adviser: No

Custodian WESTERN ALLIANCE WESTERVILLE, Ohio, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

PRICEWATERHOUSECOOPERS LLC
PCAOB 238

Filing source

Form ADV 2117741 · Jul 8, 2026 · Schedule D 7.B.(1), fund 805-4580445277

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

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
RockBridge Hospitality Fund VI L.P.	Oct 20, 2014	$398,317,000	71
Rockbridge Hospitality Fund VII L.P.	Aug 15, 2017	$351,581,218	62
ROCKBRIDGE HOSPITALITY FUND VIII L.P.	Feb 11, 2022	$336,225,000	114
ROCKBRIDGE HOSPITALITY FUND IX L.P. (this fund)	Oct 30, 2026	$243,050,000	82

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Brett M. Alexander	Executive, Promoter
Tamre F. Edwards	Executive, Promoter
John D. Haymes	Executive, Promoter
Kenneth J. Krebs	Executive, Promoter
George B. Limbert	Executive, Promoter
James T. Merkel	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

4124 Worth Avenue
Columbus, OH, 43219