Summit Rock Advisors, LP

RIASEC RegisteredEst. 2007

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 and SEC-registered since 2007. The firm functions as both a capital allocator and a manager/sponsor of pooled vehicles: it provides financial planning and portfolio management across individuals, small businesses, pooled vehicles and institutional clients, and it also selects and allocates to other advisers and external managers. Regulatory and business activity listings show the firm operates as or is affiliated with commodity pool/CTA structures and serves as sponsor, general partner or managing member for pooled investment vehicles. Fee arrangements are mixed—percentage-of-AUM, fixed fees and performance-based fees are used depending on the engagement. Summit Rock is not identified as an active ESG investor in the source material.