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Summit Rock Advisors

EST. AUM
$26,176,162,249

CONTACTS
13

CLIENT ACCOUNTS
226

Firm Details

Metro area New York City
CRD Number 144059
Website summit-rock.com
Client types

Overview

Summit Rock is a $23.5B OCIO, based in New York founded in 2004. Their clients consist of UHNW, Foundations and Endowment. About 40% of the assets are in benchmark equities and Fixed Income (Munis), the remaining 60% is allocated to external managers across Hedge Funds (Equity, Credit and Absolute Return) and a Long-Only portfolio that consist of approximately 13 managers across multiple asset classes. They have ultra-high net worth individuals and some family office clients as well. Think very concentrated, higher tracking your satellite type allocations. That includes credit and the absolute return hedge funds as well.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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