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| Happy Holidays!! thanks for using AUM13F!! |
| Summit Rock Advisors LP
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| CRD # | 144059 |
| SEC # | 801-67952 |
| CIK # | 0001540951 |
| AUM | $23.5 B (2025-05-30) |
| Employees | 73 (55% Investors, 0% Brokers) |
| Phone | 212-993-7150 |
| Address | 9 West 57th Street New York, NY 10019 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | SRA Private Equity Portfolio VI E&F LP | [2024-03-26] | 326.9 | 368.7 |
| PE | SRA Private Equity Portfolio VI LP | [2024-03-26] | 594.4 | 715.6 |
| PE | SRA Private Equity Portfolio V E&F LP | [2022-03-28] | 335.6 | 348.9 |
| PE | SRA Private Equity Portfolio V LP | [2022-03-28] | 788.1 | 820.0 |
| PE | SRA Private Equity Portfolio IV E&F LP | [2020-03-27] | 203.3 | 325.1 |
| PE | SRA Private Equity Portfolio IV LP | [2020-03-27] | 439.8 | 682.3 |
| PE | SRA Private Equity Portfolio III E&F LP | [2018-03-28] | 189.7 | 362.7 |
| PE | SRA Private Equity Portfolio III LP | [2018-03-28] | 384.2 | 731.3 |
| PE | SRA Private Equity Portfolio II E&F LP | [2015-03-30] | 211.5 | 232.3 |
| PE | SRA Private Equity Portfolio II LP | [2015-03-30] | 201.5 | 272.3 |
| 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) | 35 | 6.6 |
| (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 | 19 | 13.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 14 | 3.8 |
| (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 | 219 | 23.5 |
| By Discretionary | ||
| Discretionary | 170 | 13.4 |
| Non-Discretionary | 49 | 10.1 |
| Total | 219 | 23.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.2 | |
| United States Persons | 20.3 | |
| Total | 219 | 23.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| David Dechman | 25 | ||
| Nancy Donohue | 25 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001540951] |
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|---|---|---|
|
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NY | 27.3 |
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CA | 26.7 |
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Voya Alternative Asset Management LLC
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NY | 25.8 |
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BTG Pactual Asset Management US LLC
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NY | 25.6 |
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Citi Global Alternatives LLC
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NY | 24.4 |
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Westfield Capital Management Company LP
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MA | 23.6 |
|
JP Morgan Alternative Asset Management Inc
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NY | 21.8 |
|
Segall Bryant & Hamill LLC
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|
IL | 21.3 |
|
Hirtle Callaghan & Co LLC
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|
PA | 21.0 |
|
Thompson Siegel & Walmsley LLC
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|
VA | 20.8 |