Summit Rock Advisors, LP

RIASEC Registered

Total AUM

$26.2B

Discretionary

$15.3B

58% of AUM

Avg account

$116M

Accounts

226

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 144059
Registered since: May 29, 2007
Website: www.summit-rock.com
Custodians: CHARLES SCHWAB & CO., INC., SANFORD C. BERNSTEIN & CO., LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Pooled Investment Vehicles57.45%
HNWI27.07%
Charitable Organizations15.48%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Summit Rock Advisors, LP is an independent registered investment adviser organized as a limited partnership that positions itself as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm provides financial planning, discretionary and non-discretionary portfolio management across individual, pooled and institutional vehicles, and offers selection of outside managers. Summit Rock is registered with the SEC (initial registration year 2007) and engages in sponsor/GP activity as well as CPO/CTA functions. Its fee arrangements include percentage-of-AUM, fixed fees and performance-based fees. The firm is not identified as an active ESG investor.