Clients
Summit Rock Advisors serves 72 clients, 36 of them high-net-worth individuals. The average client has about $364 million with the firm, and high-net-worth clients hold 27% of its $26.2 billion in assets.
- High-net-worth individuals36 clients27%
- Pooled investment vehicles21 clients57%
- Charitable organizations15 clients15%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 36 | $7,086,953,927 | 27.1% | $196.9M |
| Pooled investment vehicles | 21 | $15,037,340,020 | 57.4% | $716.1M |
| Charitable organizations | 15 | $4,051,868,302 | 15.5% | $270.1M |
| Total | 72 | $26,176,162,249 | 100% | $363.6M |
- Clients
- 36
- Regulatory AUM
- $7,086,953,927
- Share
- 27.1%
- Avg. per client
- $196.9M
- Clients
- 21
- Regulatory AUM
- $15,037,340,020
- Share
- 57.4%
- Avg. per client
- $716.1M
- Clients
- 15
- Regulatory AUM
- $4,051,868,302
- Share
- 15.5%
- Avg. per client
- $270.1M
Total
- Clients
- 72
- Regulatory AUM
- $26,176,162,249
- Share
- 100%
- Avg. per client
- $363.6M
What it does
Summit Rock Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets, fixed fees, performance-based fees and other arrangements.
Summit Rock Advisors provided financial planning to 51–100 clients last fiscal year and advises 21 private funds.
58.4% of assets ($15.29B across 175 accounts) are managed with discretion; $10.89B across 51 accounts are not. 6% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Other100%
- Due to space constraints, we have provided the complete description of "other" assets as it relates to 5.k.(1)(a)(xii) in the miscellaneous section of schedule d.100%
Custodians
Summit Rock Advisors’ client accounts are held mainly at Sanford C. Bernstein &, with 18% of managed assets, and Charles Schwab, with 17%. Summit Rock Advisors has custody of $252.6M for 50 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $4.46B17%
- Sanford C. Bernstein &Sanford C. Bernstein & Co., LLC · Nashville, TN · $4.71B18%
- All other custodians$17.00B65%
Ownership and leadership
David Dechman owns 50% to 75% of Summit Rock Advisors, and David Dechman is its CEO.
- Owns 75% or more of Summit Rock Advisors, LP
Summit Rock Advisors, Inc.
Control person · since June 2015
- Owns 50% to 75% of Summit Rock Advisors, LP
David Dechman
Control person · since March 2007
- Owns 25% to 50% of Summit Rock Advisors, LP
Anne Donohue
Control person · since March 2007
Leadership
- David DechmanChief Executive Officer and Limited Partner
- Thomas SchroederChief Financial Officer
- William HeddenChief Operating Officer
- Raph PosnerChief Compliance Officer & General Counsel
- Anne DonohueVice Chair and Limited Partner
Staff
- 74 employees
- 41 in advisory functions
Reported holdings
Summit Rock Advisors’ reported 13F holdings total $76.1M across 3 positions, and the ten largest make up 100.0% of it.
- $76.1M
- Reported 13F value
- 3
- Positions
- 100.0%
- In the 10 largest
- +376.7%
- Value vs. prior quarter
- Invesco Exch Traded FD TR II · China Technlgy40.3%
- iShares Inc. · MSCI Cda ETF38.7%
- iShares TR · Core MSCI Eafe21.0%
Together, the ten largest are 100.0% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $76.1M is not its $26.18B in regulatory assets and does not represent any individual client's portfolio.
Fees
Summit Rock Advisors is paid through a percentage of assets under management, fixed fees (other than subscription fees), performance-based fees and other.
Brochure fee details have not yet been processed for this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Summit Rock Advisors has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 9 West 57th Street, 18th Floor, New YorkHQ
Registration details
- Legal name
- Summit Rock Advisors, LP
- Headquarters
- 9 West 57th Street, 18th Floor, New York, NY 10019
- Phone
- 212-993-7150
- Website
- www.summit-rock.com
- SEC file
- 801-67952
- Structure
- Delaware limited partnership
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Summit Rock Advisors have?
Summit Rock Advisors has 72 clients and manages $26.2 billion for them, as of March 2026. They include 36 high-net-worth individuals, 21 pooled investment vehicles and 15 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Summit Rock Advisors offer?
Summit Rock Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Summit Rock Advisors use?
Summit Rock Advisors’ separately managed account assets are held at Sanford C. Bernstein & Co., LLC (Nashville, TN), with $4,712,177,981 and Charles Schwab & Co., Inc. (Westlake, TX), with $4,463,411,609. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Summit Rock Advisors have?
Summit Rock Advisors has 0 investment adviser representatives registered with state securities authorities, out of 74 employees, and 41 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Summit Rock Advisors invest in?
At the end of its last fiscal year, Summit Rock Advisors’ separately managed accounts held 100% due to space constraints, we have provided the complete description of "other" assets as it relates to 5.k.(1)(a)(xii) in the miscellaneous section of schedule d.. It advises 21 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Summit Rock Advisors?
Summit Rock Advisors’ direct owners are David Dechman (50% to 75%), Anne Donohue (25% to 50%) and Summit Rock Advisors, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Summit Rock Advisors get paid?
Summit Rock Advisors is paid through a percentage of assets under management, fixed fees, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file