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SUMMIT ROCK ADVISORS, LP
CRD 144059File 801-67952
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$26.18B
Top 10% of cohort (national)
Discretionary AUM
$15.29B
Non-discretionary $10.89B
Clients
72
226 accounts
Employees
74
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 29, 2007
- Principal office
- 9 WEST 57TH STREET, 18TH FLOOR, NEW YORK, NY, 10019
- Phone
- 212-993-7150
- Website
- HTTPS://WWW.SUMMIT-ROCK.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $26.18B
- Discretionary AUM
- $15.29B
- Non-discretionary AUM
- $10.89B
- Discretionary accounts
- 175
- Non-discretionary accounts
- 51
- Total accounts
- 226
- AUM per client
- $363.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 15 | $4.05B |
| High net worth individuals | 36 | $7.09B |
| Pooled investment vehicles | 21 | $15.04B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — BASED ON A CLIENT'S ASSETS UNDER SUPERVISION
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.