Summit Rock Advisors, LP
NEW YORK, NY
Form ADV and provider website profile · CRD 144059 · regulatory data as of Mar 27, 2026
This profile compiles reported firm AUM, regulatory account 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.
226Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$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.
$26.2BTotal Firm AUM
$15.3BDiscretionary AUM
$10.9BNon-discretionary AUM
226Total accounts
175Discretionary accounts
51Non-discretionary accounts
Client Mix by Firm AUM
$26.2BFirm AUM
Other Pooled Vehicles57.4%
High-Net-Worth27.1%
Charities15.5%
Reported Client Types
Source: Form ADV client recordsOther Pooled Vehicles57.4%
21 clients$15.0B firm assets
High-Net-Worth27.1%
36 clients$7.1B firm assets
Charities15.5%
15 clients$4.1B firm assets
Reported total72 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Other Pooled Vehicles | $15.0B | 21 | 57.4% |
| High-Net-Worth | $7.1B | 36 | 27.1% |
| Charities | $4.1B | 15 | 15.5% |
| Reported total | $26.2B | 72 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…