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SUMMIT ROCK ADVISORS, LP
CRD 144059 · SEC 801-67952
9 WEST 57TH STREET, 18TH FLOOR, NEW YORK, NY, 10019, United States
Phone
212-993-7150
Fax
212-993-7149
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$26.18B
Discretionary AUM
$15.29B
Team
74 total employees; 41 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; Performance-based fees; BASED ON A CLIENT'S ASSETS UNDER SUPERVISION
Org form
Limited Partnership
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 36 | $7.09B |
| Pooled investment vehicles | 21 | $15.04B |
| Charitable organizations | 15 | $4.05B |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD