Summit Rock Advisors, LP
Summit Rock Advisors, LP (CRD# 144059) is a financial advisory firm headquartered in New York, NY. They manage $21,482,491,277 in 204 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management21,482MILLION
-
Total Number of Accounts204ACCOUNTS
-
Average Account Value$105,306,330
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Summit Rock Advisors, LP
No Advisor Found.
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