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SUMMIT ROCK ADVISORS, LLC

Business and Investment Profile

The SUMMIT ROCK ADVISORS, LLC is a privately held investment adviser that advises $26.18Bn in regulatory assets under management held in 2 SEC fund types across 1 investment strategies. SUMMIT ROCK ADVISORS, LLC is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 33.57% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 19.19 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 9 WEST 57TH STREET 18TH FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.

Employee Profile

They have 74 employees comprised of 41 investment and 33 non-investment staff. The total number of Employees increased by 13.85% over the last 5-years.

Asset Profile

Their $26.18Bn in assets advised are owned by 21 private funds, 0 public funds and BDCs and 15 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $15.04Bn or 57.45% of Total Assets and High Net Worth Individuals own $7.09Bn or 27.07% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and High Net Worth Individuals.

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees, management fees and performance-based fees.

Sub-Advisers

SUMMIT ROCK ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: SUMMIT ROCK ADVISORS, LLC

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Keywords: Summit Rock Advisors, Rock, Summit
Generated 2026-09-12T06:47:54.5946959.  © 2026 Convergence.