Summit Rock Advisors, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated March 27, 2026, reports $26.2B in regulatory assets under management, 74 employees, and 226 accounts.
Assets Under Management
$26.2B
Employees
74
Offices
--
Total Clients
72
Primary office
NEW YORK, NY
9 WEST 57TH STREET, 18TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
36
2
Pooled Investment Vehicles
29.2%
21
3
Charitable
20.8%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$26.2Bas of March 27, 2026
Discretionary58.4%
$15.3B
58% of total RAUM58.4%
Non-discretionary41.6%
$10.9B
42% of total RAUM41.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$26.2B
Total Accounts226
10Y AUM Change+$14.4B (+121.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees74
Clients per Employee1:1
10Y Employee Change+21 (+39.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.