Domestic entity
EntitySUMMIT ROCK ADVISORS MANAGEMENT GP, LLCStatusMEMBER OF SUMMIT ROCK ADVISORS MANAGEMENT GP, LLCReported since06/2015Ownership75% or moreControl personYes
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 03/2007
- Type
- Individual
- Control person
- Yes
- Ownership
- 50% but less than 75%
- Reported since
- 03/2007
- Type
- Individual
- Control person
- Yes
- Ownership
- 25% but less than 50%
- Reported since
- 01/2011
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 06/2015
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 09/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| David Allen Dechman | Chief Executive Officer And Limited Partner | 03/2007 | Individual | Yes | 50% but less than 75% |
| Anne (Nancy) Donohue | Vice Chair And Limited Partner | 03/2007 | Individual | Yes | 25% but less than 50% |
| William Russell Hedden | Chief Operating Officer | 01/2011 | Individual | Yes | Less than 5% |
| Llc Summit Rock Advisors Management Gp | General Partner Of Summit Rock Advisors, Lp | 06/2015 | Domestic entity | Yes | Less than 5% |
| Thomas Charles Schroeder | Chief Financial Officer | 04/2023 | Individual | Yes | Less than 5% |
| Raph Asher Posner | Chief Compliance Officer & General Counsel | 09/2025 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVIndividual
EntitySUMMIT ROCK ADVISORS, INC.StatusDIRECTORReported since06/2015Ownership50% but less than 75%Control personYes
Individual
EntitySUMMIT ROCK ADVISORS, INC.StatusDIRECTORReported since06/2015Ownership25% but less than 50%Control personYes
Owners & Executives
Source: Form ADVDA
David Allen Dechman
Chief Executive Officer And Limited Partner
A(
Anne (Nancy) Donohue
Vice Chair And Limited Partner
WR
William Russell Hedden
Chief Operating Officer
TC
Thomas Charles Schroeder
Chief Financial Officer
RA
Raph Asher Posner
Chief Compliance Officer & General Counsel
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives6
Indirect ownership records3
Regulatory statusSEC registered investment adviser
SEC registration dateMay 29, 2007
CRD number144059