Private fund adviser · New York, NY
Summit Rock Advisors, LP
SEC-registered investment adviser · CRD 144059 · SEC 801-67952
At a glance
Summit Rock Advisors, LP is an SEC-registered investment adviser based in New York, New York, with $26.2 billion in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 36 individual clients. By Form ADV it is a private fund adviser, ranked 284th of 4,686 private fund advisers and 716th of 17,210 SEC-registered advisers by assets.
Main office 212-993-7150summit-rock.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $26B
- Rank among private fund advisers
- #284 of 4,686
- Rank among all SEC RIAs
- #716 of 17,210
- Rank in New York
- #196 of 2,591
- Individual clients
- 36
- High-net-worth clients
- 36
- Accounts
- 226
- Discretionary
- 58% of AUM
- Employees
- 74
- Advisory staff
- 41
- Offices
- 1
Owners and executives on its Form ADV
- David A. DechmanChief Executive Officer and Limited Partner
- Anne (. DonohueVice Chair and Limited Partner
- William R. HeddenChief Operating Officer
- Thomas C. SchroederChief Financial Officer
- Raph A. PosnerChief Compliance Officer & General Counsel
Custody and brokerage
2 custodians
- Sanford C. Bernstein & Co.$4.7B51%
- Charles Schwab$4.5B49%
Other RIAs using Sanford C. Bernstein & Co.Other multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 21 | $15B | 57% |
| High-net-worth individuals | 36 | $7.1B | 27% |
| Charitable organizations | 15 | $4.1B | 15% |
Private funds
Summit Rock Advisors, LP reports 21 private funds with $15B in gross assets: hedge funds, private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Summit Rock Advisors, LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗summit-rock.com ↗
AtlasMembers
The full record on Summit Rock Advisors, LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 567 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Summit Rock Advisors, LP manage?
Summit Rock Advisors, LP reports $26.2 billion in regulatory assets under management across 226 accounts, 58% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is Summit Rock Advisors, LP?
Summit Rock Advisors, LP is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Summit Rock Advisors, LP’s clients?
By assets, its largest client types are pooled investment vehicles ($15.0 billion, 21 clients); high-net-worth individuals ($7.1 billion, 36 clients); charitable organizations ($4.1 billion, 15 clients).
Does Summit Rock Advisors, LP manage private funds?
Yes. It reports 21 private funds with $15.0 billion in gross assets, including hedge funds, private equity funds.
Does Summit Rock Advisors, LP have any disciplinary history?
Summit Rock Advisors, LP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Summit Rock Advisors, LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →