# Summit Rock Advisors, LP

> Summit Rock Advisors, LP is an SEC-registered investment advisory firm in New York, NY, registered since 2007, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 144059
- Filed as: SUMMIT ROCK ADVISORS, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144059
- AdvisorCensus page: https://advisorcensus.com/firm/summit-rock-advisors-lp-new-york-ny-144059

## Quick answers

**How is Summit Rock Advisors, LP compensated?**
On its Form ADV (Item 5.E, October 2026), Summit Rock Advisors, LP reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other.

**Where is Summit Rock Advisors, LP located?**
Summit Rock Advisors, LP's principal office is in New York, NY, according to its Form ADV.

**Is Summit Rock Advisors, LP registered with the SEC or a state?**
Summit Rock Advisors, LP is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 144059.

**How much does Summit Rock Advisors, LP manage?**
Summit Rock Advisors, LP reports $26,176,162,249 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (58% discretionary).

**How have Summit Rock Advisors, LP's assets and staff changed since 2021?**
In the Form ADV data for Summit Rock Advisors, LP: Regulatory assets under management: $19,597,393,520 in the October 2021 data and $26,176,162,249 in the October 2026 data, up 34%. Total employees: 65 in October 2021 and 74 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Summit Rock Advisors, LP serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (36); pooled investment vehicles (other than investment companies and business development companies) (21); charitable organizations (15).

**Which custodians does Summit Rock Advisors, LP use?**
Summit Rock Advisors, LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Sanford C. Bernstein & Co., LLC as custodians holding 10% or more of its separately managed account assets.

**Does Summit Rock Advisors, LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/144059

**What changed in Summit Rock Advisors, LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 40 to 41. Regulatory assets under management went from $23,509,946,934 to $26,176,162,249 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Sanford C. Bernstein & Co., LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $26,176,162,249
- Discretionary: $15,289,938,439
- Non-discretionary: $10,886,223,810

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 36 | $7,086,953,927 |
| Pooled investment vehicles (other than investment companies and business development companies) | 21 | $15,037,340,020 |
| Charitable organizations | 15 | $4,051,868,302 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2007 (19 years)
- Employees: 74 total, 41 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- summit-rock.com
- LinkedIn @summit-rock-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $19,597,393,520 | 65 | June 29, 2021 |
| October 2022 | $21,733,298,515 | 75 | June 23, 2022 |
| October 2023 | $19,851,537,239 | 83 | May 18, 2023 |
| October 2024 | $21,482,491,277 | 84 | June 27, 2024 |
| October 2025 | $23,509,946,934 | 73 | May 30, 2025 |
| October 2026 | $26,176,162,249 | 74 | March 27, 2026 |

Regulatory assets under management: $19,597,393,520 in the October 2021 data and $26,176,162,249 in the October 2026 data, up 34%.
Total employees: 65 in October 2021 and 74 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 40 to 41.
- Regulatory assets under management went from $23,509,946,934 to $26,176,162,249 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Summit Rock Advisors, LP (CRD 144059): Form ADV filing data as of October 2026.