Summit Rock Advisors LP

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Summit Rock Advisors LP ✚
CRD #	144059
SEC #	801-67952
CIK #	0001540951
AUM	26.18 B (2026-03-27)
Employees	74 (55% Investors, 0% Brokers)
Phone	212-993-7150
Address	9 West 57th Street New York, NY 10019
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
PE	SRA Private Equity Portfolio VII E&F LP	[2026-03-27]		333.1 M
	Filed 2025-06-27 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	SRA Private Equity Portfolio VII LP	[2026-03-27]		559.8 M
	Filed 2025-06-27 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	SRA Private Equity Portfolio VI E&F LP	[2024-03-26]	326.9 M	417.9 M
	Filed 2024-01-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	SRA Private Equity Portfolio VI LP	[2024-03-26]	594.4 M	790.3 M
	Filed 2024-01-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	SRA Private Equity Portfolio V E&F LP	[2022-03-28]	335.6 M	399.6 M
	Filed 2023-07-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	SRA Private Equity Portfolio V LP	[2022-03-28]	788.1 M	938.8 M
	Filed 2023-07-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	SRA Private Equity Portfolio IV E&F LP	[2020-03-27]	203.3 M	343.4 M
	Filed 2020-07-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	SRA Private Equity Portfolio IV LP	[2020-03-27]	439.8 M	721.8 M
	Filed 2020-07-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	SRA Private Equity Portfolio III E&F LP	[2018-03-28]	189.7 M	377.9 M
	Filed 2018-07-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	SRA Private Equity Portfolio III LP	[2018-03-28]	384.2 M	740.7 M
	Filed 2018-07-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
View All

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	36	7.1
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	21	15.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	15	4.1
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	226	26.2
By Discretionary
Discretionary	175	15.3
Non-Discretionary	51	10.9
Total	226	26.2
By Non-United States Persons
Non-United States Persons		3.5
United States Persons		22.7
Total	226	26.2

Form D Directors	Role	# Filings	# Firms	2011 - 2026
David Dechman	Executive Officer	25	2
Nancy Donohue	Executive Officer	25	2

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001540951]

Firm Profile (Form ADV)
Serves	Institutional, Retail
Fund Types	Hedge Fund, Private Equity

Comparable Firms	State	AUM
Voya Alternative Asset Management LLC ✚	NY	34.01 B
First Pacific Advisors LP ✚	CA	32.00 B
Muzinich & Co Inc ✚	NY	31.27 B
BTG Pactual Asset Management US LLC ✚	NY	30.11 B
JP Morgan Alternative Asset Management Inc ✚	NY	29.73 B
Hirtle Callaghan & Co LLC ✚	PA	25.41 B
Westfield Capital Management Company LP ✚	MA	24.40 B
Segall Bryant & Hamill LLC ✚	IL	22.64 B
Thompson Siegel & Walmsley LLC ✚	VA	21.15 B
Capricorn Investment Group LLC ✚	NY	18.85 B

Summit Rock Advisors LP

Assets, Funds, Holdings