Summit Rock Advisors, LP
Summit Rock Advisors, LP is an independent investment adviser headquartered in New York, NY, founded in 2011. The firm provides investment advisory and management services primarily to high-net-worth U.S.-based families and charitable institutions, typically with a minimum of $100 million in investable assets. As of 2025, the firm has approximately 73 employees and manages multi-asset class portfolios, specializing in bespoke wealth management and portfolio construction for ultra-high-net-worth clients.
Investment Strategy
Summit Rock Advisors, LP delivers customized investment advisory and portfolio management services for ultra-high-net-worth individuals, families, and charitable entities. The firm employs an open-architecture, multi-asset investment model, seeking to allocate client capital across a diverse range of public and private investments, including equities, fixed income, hedge funds, private equity, and real assets. The investment approach emphasizes risk-adjusted returns, capital preservation, manager selection, and long-term strategic asset allocation, tailored to each client's financial goals and risk tolerance.
Top Holdings
Equity Positions (1)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VSS | VANGUARD INTL EQUITY INDEX F | 100.00% | $355.4M | 2,645 | $134.39 | $134.39 | +$355.4M |