SUMMIT ROCK ADVISORS, LP

9 West 57th Street
18th Floor
New York, New York 10019
Tel: 212-993-7150

About SUMMIT ROCK ADVISORS, LP

SUMMIT ROCK ADVISORS, LP, formally registered with the SEC as SUMMIT ROCK ADVISORS, LP. The firm was established in 05/29/2007. They have over 1 offices throughout the country.

SUMMIT ROCK ADVISORS, LP is a New York, New York based Financial Planning firm with nearly $21,482,491,277 assets under management, offering retirement planning & investment advisory services to 204 clients. The firm is staffed with 84 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144059
SEC#	801-67952
Assets Managed by Firm	$21,482,491,277
No. of Clients	204
No. of Advisors	84

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (BASED ON A CLIENT'S ASSETS UNDER SUPERVISION)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	204	$21,482,491,277
High net worth individuals	35	$6,301,595,216
Charitable organizations	14	$3,159,783,780

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