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Building 2SUMMIT ROCK ADVISORS, LP

Map pinNEW YORK, NY
Phone212-993-7150
NotebookSEC #801-67952
Total AUM
$26.2B
Employees
74
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9 WEST 57TH STREET
18TH FLOOR
NEW YORK
NY 10019
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
212-993-7150

ReceiptFinancials

Total AUM
$26.2B
Accounts
226
Discretionary
$15.3B
Accounts
175
Non-Discretionary
$10.9B
Accounts
51

ContactClients

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HNW Individual Clients
36
AUM
$7.1B
Pooled Vehicle Clients
21
AUM
$15B
Charitable Organization Clients
15
AUM
$4.1B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
BASED ON A CLIENT'S ASSETS UNDER SUPERVISION

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 23 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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