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 operates as a capital allocator that serves both high‑net‑worth individuals and families as well as institutional clients. Its offering set includes financial planning, portfolio management across individual and pooled vehicles, selection of external advisers, and sponsor/GP activity for pooled investment vehicles. The firm also lists CPO/CTA activity and uses a mix of fee arrangements — percentage of AUM, fixed fees, performance fees and other structures. Summit Rock is not identified as an active ESG investor.