SUMMIT ROCK ADVISORS, LP
CRD #144059 SEC #801-67952 NEW YORK, NY 212-993-7150
SEC Registered Private Funds
Total AUM
$23.5B
Discretionary
$13.4B
Employees
74
Clients
26
Accounts
219
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $23.5B | $13.4B | $10.1B | 74 | 0 |
| May 2025 | $23.5B | $13.4B | $10.1B | 73 | 0 |
| Mar 2025 | $23.5B | $13.4B | $10.1B | 73 | 0 |
| Jun 2024 | $21.5B | $12.2B | $9.3B | 84 | 0 |
| May 2024 | $21.5B | $12.2B | $9.3B | 84 | 0 |
| Mar 2024 | $21.5B | $12.2B | $9.3B | 84 | 0 |
| May 2023 | $19.9B | $10.5B | $9.4B | 83 | 0 |
| Mar 2023 | $19.9B | $10.5B | $9.4B | 83 | 0 |
| Mar 2023 | $19.9B | $10.5B | $9.4B | 83 | 0 |
| Jun 2022 | $21.7B | $12B | $9.7B | 75 | 0 |
| Mar 2022 | $21.7B | $12B | $9.7B | 75 | 0 |
| Oct 2021 | $19.6B | $9.7B | $9.9B | 65 | 0 |
| Oct 2021 | $19.6B | $9.7B | $9.9B | 65 | 0 |
| Jun 2021 | $19.6B | $9.7B | $9.9B | 65 | 0 |
| Mar 2021 | $19.6B | $9.7B | $9.9B | 65 | 0 |
| Jun 2020 | $15.8B | $7.9B | $7.9B | 67 | 0 |
| Mar 2020 | $15.8B | $7.9B | $7.9B | 67 | 0 |
| May 2019 | $13.7B | $6.5B | $7.3B | 63 | 0 |
| Mar 2019 | $13.7B | $6.5B | $7.3B | 63 | 0 |
| Jun 2018 | $13.4B | $6.4B | $7B | 58 | 0 |
| Mar 2018 | $13.4B | $6.4B | $7B | 58 | 0 |
| Jun 2017 | $11.8B | $5.4B | $6.4B | 53 | 26 |
| Mar 2017 | $11.8B | $5.4B | $6.4B | 53 | 26 |
| Nov 2016 | $10.7B | $4.9B | $5.8B | 51 | 26 |
| Oct 2016 | $10.7B | $4.9B | $5.8B | 51 | 26 |
| Oct 2016 | $10.7B | $4.9B | $5.8B | 51 | 26 |
| Mar 2016 | $10.7B | $4.9B | $5.8B | 51 | 26 |
| Jul 2015 | $10.2B | $4.7B | $5.5B | 45 | 26 |
| Mar 2015 | $10.2B | $4.7B | $5.5B | 45 | 26 |
| Jun 2014 | $9.2B | $4B | $5.3B | 39 | 26 |
| Mar 2014 | $9.2B | $4B | $5.3B | 39 | 26 |
| Apr 2013 | $8B | $3.1B | $4.9B | 40 | 26 |
| Apr 2013 | $7.8B | $2.9B | $4.9B | 40 | 26 |
| Aug 2012 | $6.6B | $2.2B | $4.3B | 11 | 26 |
| Mar 2012 | $6.6B | $2.2B | $4.3B | 11 | 26 |
| Mar 2011 | $1.6B | $1.6B | $0 | -- | -- |
| Jan 2011 | $1.1B | $1.1B | $0 | -- | -- |
| Jun 2010 | $1.1B | $1.1B | $0 | -- | -- |
| Mar 2010 | $1.1B | $1.1B | $0 | -- | -- |
| Mar 2009 | $493M | $493M | $0 | -- | -- |
| Mar 2008 | $375.6M | $375.6M | $0 | 10 | -- |
| Jan 2008 | $351.5M | $351.5M | $0 | 10 | -- |
| Sep 2007 | $904.8M | $93.8M | $811M | 10 | -- |
DateSep 2025
Total AUM$23.5B
Discretionary$13.4B
Non-Disc.$10.1B
Employees74
Clients0
DateMay 2025
Total AUM$23.5B
Discretionary$13.4B
Non-Disc.$10.1B
Employees73
Clients0
DateMar 2025
Total AUM$23.5B
Discretionary$13.4B
Non-Disc.$10.1B
Employees73
Clients0
DateJun 2024
Total AUM$21.5B
Discretionary$12.2B
Non-Disc.$9.3B
Employees84
Clients0
DateMay 2024
Total AUM$21.5B
Discretionary$12.2B
Non-Disc.$9.3B
Employees84
Clients0
DateMar 2024
Total AUM$21.5B
Discretionary$12.2B
Non-Disc.$9.3B
Employees84
Clients0
DateMay 2023
Total AUM$19.9B
Discretionary$10.5B
Non-Disc.$9.4B
Employees83
Clients0
DateMar 2023
Total AUM$19.9B
Discretionary$10.5B
Non-Disc.$9.4B
Employees83
Clients0
DateMar 2023
Total AUM$19.9B
Discretionary$10.5B
Non-Disc.$9.4B
Employees83
Clients0
DateJun 2022
Total AUM$21.7B
Discretionary$12B
Non-Disc.$9.7B
Employees75
Clients0
DateMar 2022
Total AUM$21.7B
Discretionary$12B
Non-Disc.$9.7B
Employees75
Clients0
DateOct 2021
Total AUM$19.6B
Discretionary$9.7B
Non-Disc.$9.9B
Employees65
Clients0
DateOct 2021
Total AUM$19.6B
Discretionary$9.7B
Non-Disc.$9.9B
Employees65
Clients0
DateJun 2021
Total AUM$19.6B
Discretionary$9.7B
Non-Disc.$9.9B
Employees65
Clients0
DateMar 2021
Total AUM$19.6B
Discretionary$9.7B
Non-Disc.$9.9B
Employees65
Clients0
DateJun 2020
Total AUM$15.8B
Discretionary$7.9B
Non-Disc.$7.9B
Employees67
Clients0
DateMar 2020
Total AUM$15.8B
Discretionary$7.9B
Non-Disc.$7.9B
Employees67
Clients0
DateMay 2019
Total AUM$13.7B
Discretionary$6.5B
Non-Disc.$7.3B
Employees63
Clients0
DateMar 2019
Total AUM$13.7B
Discretionary$6.5B
Non-Disc.$7.3B
Employees63
Clients0
DateJun 2018
Total AUM$13.4B
Discretionary$6.4B
Non-Disc.$7B
Employees58
Clients0
DateMar 2018
Total AUM$13.4B
Discretionary$6.4B
Non-Disc.$7B
Employees58
Clients0
DateJun 2017
Total AUM$11.8B
Discretionary$5.4B
Non-Disc.$6.4B
Employees53
Clients26
DateMar 2017
Total AUM$11.8B
Discretionary$5.4B
Non-Disc.$6.4B
Employees53
Clients26
DateNov 2016
Total AUM$10.7B
Discretionary$4.9B
Non-Disc.$5.8B
Employees51
Clients26
DateOct 2016
Total AUM$10.7B
Discretionary$4.9B
Non-Disc.$5.8B
Employees51
Clients26
DateOct 2016
Total AUM$10.7B
Discretionary$4.9B
Non-Disc.$5.8B
Employees51
Clients26
DateMar 2016
Total AUM$10.7B
Discretionary$4.9B
Non-Disc.$5.8B
Employees51
Clients26
DateJul 2015
Total AUM$10.2B
Discretionary$4.7B
Non-Disc.$5.5B
Employees45
Clients26
DateMar 2015
Total AUM$10.2B
Discretionary$4.7B
Non-Disc.$5.5B
Employees45
Clients26
DateJun 2014
Total AUM$9.2B
Discretionary$4B
Non-Disc.$5.3B
Employees39
Clients26
DateMar 2014
Total AUM$9.2B
Discretionary$4B
Non-Disc.$5.3B
Employees39
Clients26
DateApr 2013
Total AUM$8B
Discretionary$3.1B
Non-Disc.$4.9B
Employees40
Clients26
DateApr 2013
Total AUM$7.8B
Discretionary$2.9B
Non-Disc.$4.9B
Employees40
Clients26
DateAug 2012
Total AUM$6.6B
Discretionary$2.2B
Non-Disc.$4.3B
Employees11
Clients26
DateMar 2012
Total AUM$6.6B
Discretionary$2.2B
Non-Disc.$4.3B
Employees11
Clients26
DateMar 2011
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$493M
Discretionary$493M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$375.6M
Discretionary$375.6M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$351.5M
Discretionary$351.5M
Non-Disc.$0
Employees10
Clients--
DateSep 2007
Total AUM$904.8M
Discretionary$93.8M
Non-Disc.$811M
Employees10
Clients--