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
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AILEY, ASHER, KAMALI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AILEY, ASHER, KAMALI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AILEY, ASHER, KAMALI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AILEY, ASHER, KAMALI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AILEY, ASHER, KAMALI | I | CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL | NA | Control |
| AILEY, ASHER, KAMALI | I | CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL | NA | Control |
| AILEY, ASHER, KAMALI | I | CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL | NA | Control |
| AILEY, ASHER, KAMALI | I | CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL | NA | Control |
| AILEY, ASHER, KAMALI | I | CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL | NA | Control |
| DOHERTY, MILES, DOUGLAS | I | CHIEF COMPLIANCE OFFICER, COO, CFO, AND MEMBER | NA | |
| Forster, Robert, Wilkins | I | CHIEF COMPLIANCE OFFICER & COUNSEL | NA | Control |
| Forster, Robert, Wilkins | I | CHIEF COMPLIANCE OFFICER & COUNSEL | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| HEDDEN, WILLIAM, RUSSELL | I | CHIEF OPERATING OFFICER | NA | Control |
| LEE, WILLIAM, IL-HYUNG | I | CHIEF COMPLIANCE OFFICER AND CFO | NA | |
| LEE, WILLIAM, IL-HYUNG | I | CHIEF COMPLIANCE OFFICER AND CFO | NA | Control |
| LEE, WILLIAM, IL-HYUNG | I | CHIEF COMPLIANCE OFFICER AND CFO | NA | Control |
| LEE, WILLIAM, IL-HYUNG | I | CHIEF COMPLIANCE OFFICER AND CFO | NA | Control |
| LEE, WILLIAM, IL-HYUNG | I | CHIEF COMPLIANCE OFFICER AND CFO | NA | Control |
| LEE, WILLIAM, IL-HYUNG | I | CHIEF COMPLIANCE OFFICER AND CFO | NA | Control |
| LOCHER, EMILY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCHER, EMILY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCHER, EMILY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCHER, EMILY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCHER, EMILY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCHER, EMILY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCHER, EMILY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCHER, EMILY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCHER, EMILY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCHER, EMILY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCHER, EMILY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCHER, EMILY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCHER, EMILY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCHER, EMILY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCHER, EMILY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCHER, EMILY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCHER, EMILY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCHER, EMILY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCHER, EMILY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCHER, EMILY | I | GENERAL COUNSEL | NA | Control |
| LOCHER, EMILY, ANN | I | GENERAL COUNSEL | NA | Control |
| O'NEILL, CHARLES, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| O'NEILL, CHARLES, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| O'NEILL, CHARLES, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| O'NEILL, CHARLES, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| O'NEILL, CHARLES, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| O'NEILL, CHARLES, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| O'NEILL, CHARLES, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| O'NEILL, CHARLES, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| O'NEILL, CHARLES, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| O'NEILL, CHARLES, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| O'NEILL, CHARLES, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| O'NEILL, CHARLES, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| O'NEILL, CHARLES, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| O'NEILL, CHARLES, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| O'NEILL, CHARLES, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| O'NEILL, CHARLES, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| O'NEILL, CHARLES, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| O'NEILL, CHARLES, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| O'NEILL, CHARLES, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| O'NEILL, CHARLES, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| O'NEILL, CHARLES, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| O'NEILL, CHARLES, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| O'NEILL, CHARLES, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| O'NEILL, CHARLES, ANDREW | I | CHIEF FINANCIAL OFFICER | NA | Control |
| POSNER, RAPH, ASHER | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| SCHROEDER, THOMAS, CHARLES | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHROEDER, THOMAS, CHARLES | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHROEDER, THOMAS, CHARLES | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHROEDER, THOMAS, CHARLES | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHROEDER, THOMAS, CHARLES | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHROEDER, THOMAS, CHARLES | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHROEDER, THOMAS, CHARLES | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | DE | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | NA | Control |
| ZLOTO, JENNIFER, TIRADO | I | CHIEF COMPLIANCE OFFICER & CHIEF RISK OFFICER | NA | |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND MEMBER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER | D | Control |
| DECHMAN, DAVID, ALLEN | I | CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER | D | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT OFFICER AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT STRATEGIST AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT STRATEGIST AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT STRATEGIST AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT STRATEGIST AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT STRATEGIST AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT STRATEGIST AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT STRATEGIST AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT STRATEGIST AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT STRATEGIST AND LIMITED PARTNER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT STRATEGIST AND LIMITED PARTNER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT STRATEGIST AND LIMITED PARTNER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT STRATEGIST AND MEMBER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT STRATEGIST AND LIMITED PARTNER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT STRATEGIST AND LIMITED PARTNER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT STRATEGIST AND LIMITED PARTNER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT STRATEGIST AND LIMITED PARTNER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT STRATEGIST AND LIMITED PARTNER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT STRATEGIST AND LIMITED PARTNER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT STRATEGIST AND LIMITED PARTNER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT STRATEGIST AND LIMITED PARTNER | C | Control |
| DONOHUE, ANNE, (NANCY) | I | CHIEF INVESTMENT STRATEGIST AND LIMITED PARTNER | C | Control |
| DOHERTY, MILES, DOUGLAS | I | CHIEF COMPLIANCE OFFICER, COO, CFO, AND MEMBER | A | |
| DOHERTY, MILES, DOUGLAS | I | CHIEF COMPLIANCE OFFICER, COO, CFO, AND MEMBER | A | |
| DOHERTY, MILES, DOUGLAS | I | CHIEF COMPLIANCE OFFICER, COO, CFO, AND MEMBER | A | |
| DOHERTY, MILES, DOUGLAS | I | CHIEF COMPLIANCE OFFICER, COO, CFO, AND MEMBER | A | |
| DOHERTY, MILES, DOUGLAS | I | CHIEF COMPLIANCE OFFICER, COO, CFO, AND MEMBER | A | |
| DOHERTY, MILES, DOUGLAS | I | CHIEF COMPLIANCE OFFICER, COO, CFO, AND MEMBER | A | |
| DOHERTY, MILES, DOUGLAS | I | CHIEF COMPLIANCE OFFICER, COO, CFO, AND MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| SUMMIT ROCK ADVISORS, INC. | DE | SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DECHMAN, DAVID, ALLEN | I | SUMMIT ROCK ADVISORS, INC. | D | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
| DONOHUE, ANNE, (NANCY) | I | SUMMIT ROCK ADVISORS, INC. | C | Control |
Registrations
Federal
IA
Sep 8, 2025 REGISTERED
Notice Filings (2)
NH NY
Address
9 WEST 57TH STREET18TH FLOOR
NEW YORK, NY 10019
United States
Phone: 212-993-7150