Summit Rock Advisors, Lp
- Regulatory AUM
- $26.2B
- Discretionary
- $15.3B
- Clients
- 72
- Avg AUM / client
- $364M
- Accounts
- 226
- Employees
- 74
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Asset allocation (SMA assets by investment type)
as of Mar 27, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Investments (13F portfolio — 1 positions, $15,973,114)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | CORE MSCI EAFE | $15,973,114 | 176,440 | 100.0% | 0.06% |
Top 25 of 1 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 36 | $7.1B | 27.1% |
| Pooled investment vehicles (non-investment companies) | 21 | $15.0B | 57.4% |
| Charitable organizations | 15 | $4.1B | 15.5% |
Private funds (20)
View all →Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $12.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sra Select Equity Portfolio Lp | Hedge Fund | Delaware | $1.9B | 68 |
| Sra Diversified Strategies Portfolio Lp | Hedge Fund | Delaware | $1.3B | 63 |
| Sra Select Equity Portfolio (E&F) Spc | Hedge Fund | Cayman Islands | $1.3B | 35 |
| Sra Hedged Equity Portfolio Lp | Hedge Fund | Delaware | $1.3B | 63 |
| Sra Hedged Equity Portfolio (E&F) Spc | Hedge Fund | Cayman Islands | $795M | 34 |
| Sra Private Equity Portfolio V Lp | Private Equity Fund | Delaware | $776M | 79 |
| Sra Diversified Strategies Portfolio (E&F) Spc | Hedge Fund | Cayman Islands | $765M | 35 |
| Sra Private Equity Portfolio Iii Lp | Private Equity Fund | Delaware | $692M | 52 |
| Sra Private Equity Portfolio Iv Lp | Private Equity Fund | Delaware | $623M | 62 |
| Sra Private Equity Portfolio Vi Lp | Private Equity Fund | Delaware | $588M | 64 |
| Sra Private Equity Portfolio Iii (E&F) Lp | Private Equity Fund | Delaware | $341M | 21 |
| Sra Private Equity Portfolio V (E&F) Lp | Private Equity Fund | Delaware | $331M | 28 |
| Sra Private Equity Portfolio Vi (E&F) Lp | Private Equity Fund | Delaware | $324M | 23 |
| Sra Private Equity Portfolio Iv (E&F) Lp | Private Equity Fund | Delaware | $296M | 25 |
| Sra Private Equity Portfolio Ii Lp | Private Equity Fund | Delaware | $290M | 36 |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Franklin W Olin College Of Engineering Inc EIN 061519057 | Needham, MA | 06/30/2024 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dechman, David, Allen | Chief Executive Officer And Limited Partner | Mar 2007 (19y) | 50% – 75% | |
| Donohue, Anne, (Nancy) | Chief Investment Strategist And Limited Partner | Mar 2007 (19y) | 25% – 50% | |
| Hedden, William, Russell | Chief Operating Officer | Jan 2011 (16y) | Less than 5% | |
| Schroeder, Thomas, Charles | Chief Financial Officer | Apr 2023 (3y) | Less than 5% | |
| Forster, Robert, Wilkins | Chief Compliance Officer & Counsel | Jun 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Summit Rock Advisors Management Gp, Llc | General Partner Of Summit Rock Advisors, Lp | Jun 2015 | A | Less than 5% |
| Summit Rock Advisors, Inc. | Member Of Summit Rock Advisors Management Gp, Llc | Jun 2015 | B | ≈ 0% – 5% via Summit Rock Advisors Management Gp, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Summit Rock Advisors, Inc.: 75% – 100% of Summit Rock Advisors Management Gp, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (20, $12.0B gross assets)
From Form ADV Section 7.B private fund reporting.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Franklin W Olin College Of Engineering Inc | Public charity | $501M | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 5.77 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • BASED ON A CLIENT'S ASSETS UNDER SUPERVISION
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Sanford C. Bernstein & Co., Llc $4.7B (18% of AUM) Mar 2026
- Charles Schwab & Co. $4.5B (17% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗