RIA Intel›Advisers›New York›SUMMIT ROCK ADVISORS, LP

SUMMIT ROCK ADVISORS, LP

Advisory

N·NEW YORK, NY

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM

$26.2B

1-Year AUM Growth

+9.4%

3-Year CAGR

+2.6%

Employees

41

Assets Under Management

Total AUM$26.2B

Discretionary AUM$15.3B

Non-Discretionary AUM$10.9B

Discretionary %58.4%

Total Clients68

Team

Total Employees41

Investment Advisers74

Employee Growth (1Y)+7.7%

Filing History

Total Filings on Record42

First FilingSep 26, 2007

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 42 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SUMMIT ROCK ADVISORS, LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.