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.
Regulatory Private Funds
Form ADV source21Reported private funds
15Private Equity
6Hedge Fund
Showing 21 of 21 reported funds.
| Fund | Type | Identifier | Fund of funds | Investment Company Act | Clients invested |
|---|---|---|---|---|---|
| SRA DIVERSIFIED STRATEGIES PORTFOLIO (E&F) SPC | Hedge Fund | 805-8529251289 | Yes | Yes | 49 |
| SRA DIVERSIFIED STRATEGIES PORTFOLIO LP | Hedge Fund | 805-9556429978 | Yes | Yes | 71 |
| SRA HEDGED EQUITY PORTFOLIO (E&F) SPC | Hedge Fund | 805-4263694954 | Yes | Yes | 47 |
| SRA HEDGED EQUITY PORTFOLIO LP | Hedge Fund | 805-3561908919 | Yes | Yes | 69 |
| SRA PRIVATE EQUITY PORTFOLIO I (E&F) SPC | Private Equity | 805-3906299284 | Yes | Not reported | 10 |
| SRA PRIVATE EQUITY PORTFOLIO I LP | Private Equity | 805-6652205316 | Yes | Not reported | 13 |
| SRA PRIVATE EQUITY PORTFOLIO II (E&F) LP | Private Equity | 805-5059016931 | Yes | Not reported | 17 |
| SRA PRIVATE EQUITY PORTFOLIO II LP | Private Equity | 805-7358778621 | Yes | Not reported | 17 |
| SRA PRIVATE EQUITY PORTFOLIO III (E&F) LP | Private Equity | 805-2773901122 | Yes | Not reported | 23 |
| SRA PRIVATE EQUITY PORTFOLIO III LP | Private Equity | 805-9742606569 | Yes | Not reported | 27 |
| SRA PRIVATE EQUITY PORTFOLIO IV (E&F) LP | Private Equity | 805-8599357901 | Yes | Not reported | 29 |
| SRA PRIVATE EQUITY PORTFOLIO IV LP | Private Equity | 805-4310053113 | Yes | Not reported | 29 |
| SRA PRIVATE EQUITY PORTFOLIO V (E&F) LP | Private Equity | 805-3540728976 | Yes | Not reported | 33 |
| SRA PRIVATE EQUITY PORTFOLIO V LP | Private Equity | 805-4080976702 | Yes | Not reported | 33 |
| SRA PRIVATE EQUITY PORTFOLIO VI (E&F) LP | Private Equity | 805-2923449500 | Yes | Not reported | 33 |
| SRA PRIVATE EQUITY PORTFOLIO VI LP | Private Equity | 805-8598352435 | Yes | Not reported | 36 |
| SRA PRIVATE EQUITY PORTFOLIO VII (E&F) LP | Private Equity | 805-4560554011 | Yes | Not reported | 23 |
| SRA PRIVATE EQUITY PORTFOLIO VII LP | Private Equity | 805-1602183384 | Yes | Not reported | 27 |
| SRA REAL ASSETS PORTFOLIO LP | Private Equity | 805-4371478938 | Yes | Not reported | 7 |
| SRA SELECT EQUITY PORTFOLIO (E&F) SPC | Hedge Fund | 805-9035708478 | Yes | Yes | 47 |
| SRA SELECT EQUITY PORTFOLIO LP | Hedge Fund | 805-4170272989 | Yes | Yes | 68 |
A reported private fund is not necessarily used in OCIO client portfolios. The disclosure reflects the registered adviser’s Form ADV private-fund reporting.