Insights

Niche Client Focus Rockbridge Institutional specializes in serving foundations and endowments, indicating an opportunity to tailor financial products and services that align with their disciplined, low-risk, market-based return strategies.

Growth Potential With a revenue range of 1 million to 10 million and a small team of 2 to 10 employees, there is significant room for growth and expansion into larger institutional markets or additional service offerings.

Recent Leadership Expansion The appointment of a new Chief Investment Officer in August 2023 highlights a focus on strengthening investment strategies, which presents an opportunity to introduce innovative investment solutions or technology enhancements.

Technology Leverage Utilizing diverse technologies such as WordPress, Shopify, and OneTrust indicates an openness to digital solutions and compliance tools, opening doors for cloud-based financial management, cybersecurity, or client engagement platforms.

Competitive Positioning Operating within a competitive landscape of large asset managers, Rockbridge can leverage its specialized focus and disciplined approach to differentiate itself by offering personalized, responsible investing solutions tailored to the needs of its select clientele.

Similar companies to Rockbridge Institutional

Rockbridge Institutional Tech Stack

Rockbridge Institutional uses 8 technology products and services including NitroPack, WordPress, OneTrust, and more. Explore Rockbridge Institutional's tech stack below.

NitroPack
Caching
WordPress
Content Management System
OneTrust
Cookie Compliance
MySQL
Database
Shopify
E-commerce
Font Awesome
Font Scripts
jQuery Migrate
Javascript Libraries
Facebook
Widgets

Media & News

Rockbridgeinvest hired Adam C. Gagas as Chief Investment Officer on Aug 9th '23.
SYRACUSE, N.Y., August 9, 2023 (Newswire.com) - Rockbridge Investment Management is pleased to announce the appointment of Adam C. Gagas as its Chief Investment Officer.
Aug 09, 2023 | www.newswire.com

Rockbridge Institutional's Email Address Formats

Rockbridge Institutional uses at least 2 format(s):

Rockbridge Institutional Email Formats	Example	Percentage
FLast@disciplinedcapital.com	JDoe@disciplinedcapital.com	30%
First@disciplinedcapital.com	John@disciplinedcapital.com	30%
Last@disciplinedcapital.com	Doe@disciplinedcapital.com	20%
LFirst@disciplinedcapital.com	DJohn@disciplinedcapital.com	10%
First.Last@disciplinedcapital.com	John.Doe@disciplinedcapital.com	10%
FLast@rockbridgeinvest.com	JDoe@rockbridgeinvest.com	81%
First.Last@rockbridgeinvest.com	John.Doe@rockbridgeinvest.com	8%
First@rockbridgeinvest.com	John@rockbridgeinvest.com	6%
LF@rockbridgeinvest.com	DJ@rockbridgeinvest.com	5%

Frequently Asked Questions

Where is Rockbridge Institutional's headquarters located?

Rockbridge Institutional's main headquarters is located at 220 South Warren Street 9th Floor Syracuse, New York United States. The company has employees across 1 continents, including North America.

What is Rockbridge Institutional's phone number?

You can contact Rockbridge Institutional's main corporate office by phone at

+1-315-476-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Rockbridge Institutional's official website and social media links?

Rockbridge Institutional's official website is rockbridgeinvest.com and has social profiles on LinkedIn.

What is Rockbridge Institutional's SIC code NAICS code?

Rockbridge Institutional's SIC code is 8741 - Management Services NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Rockbridge Institutional have currently?

As of February 2026, Rockbridge Institutional has approximately 3 employees across 1 continents, including North America. Key team members include Ceo: A. G.Director: H. S.Director Of Informtaion Analysis: R. A.. Explore Rockbridge Institutional's employee directory with LeadIQ.

What industry does Rockbridge Institutional belong to?

Rockbridge Institutional operates in the Investment Management industry.

What technology does Rockbridge Institutional use?

Rockbridge Institutional's tech stack includes NitroPackWordPressOneTrustMySQLShopifyFont AwesomejQuery MigrateFacebook.

What is Rockbridge Institutional's email format?

Rockbridge Institutional's email format typically follows the pattern of FLast@disciplinedcapital.com. Find more Rockbridge Institutional email formats with LeadIQ.

When was Rockbridge Institutional founded?

Rockbridge Institutional was founded in 2015.

Rockbridge Institutional

Q: How many employees does Rockbridge Institutional have currently?

Rockbridge Institutional has approximately 3 employees.

Q: What technology does Rockbridge Institutional use?

Rockbridge Institutional's tech stack includes Facebook, Slider Revolution, cdnjs, Modernizr, WP Rocket.

Investment ManagementNew York, United States2-10 Employees

Rockbridge Institutional is the arm of Rockbridge Investment Management focused exclusively on the unique investing needs of foundations and endowments. 

Our mission is to partner with client organizations in the responsible stewardship of their financial resources. We deliver this through the disciplined application of proven principles of capital management. 

Our goal is to strengthen the financial resources of our partner organizations over time by garnering market-based returns, avoiding uncompensated risk, and keeping expenses low.

Company Overview

Headquarters: 220 South Warren Street 9th Floor Syracuse, New York United States
Phone number: +1-315-476-****
Website: rockbridgeinvest.com
SIC Code: 8741 - Management Services
NAICS Code: 5239 - Other Financial Investment Activities
Founded: 2015
Employees: 2-10