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Summit Rock Advisors, LP logo

Summit Rock Advisors, LP

NEW YORK, NY

Form ADV and provider website profile · CRD 144059 · regulatory data as of Mar 27, 2026

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This profile compiles reported firm AUM, institutional client counts, ownership information, and source-linked regulatory records for Summit Rock Advisors, LP. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$26.2BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
226Institutional ClientsInstitutional ClientsInstitutional client relationships identified from the firm’s Form ADV data. This is not necessarily the number of OCIO mandates.
$15.3BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$10.9BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameSUMMIT ROCK ADVISORS, LP

CRD number144059

Firm foundedNot reported

SEC registration dateMay 29, 2007

Employees74

Advisory professionals41

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

9 WEST 57TH STREET, NEW YORK, NY, 10019

212-993-7150

https://www.summit-rock.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$26.2B

As of Mar 27, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Other Pooled Vehicles57.4%$15.0B
High-Net-Worth27.1%$7.1B
Charities15.5%$4.1B

Percentages and AUM are shown from the same reported Form ADV client-type records.