Summit Rock Advisors Review

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The following automated report was generated using SEC and FINRA data and was last updated on June 1st, 2020*. For data support, email "". Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

Summit Rock Advisors, registered in 2007, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 34 advisors. Summit Rock Advisors manages $15.8 billion and provides investment advisory services for 61 clients (1:2 advisor/client ratio).


Firm Information Value
Overall Rating
Minimum Investment $100,000,000
Average Client Balance $259,007,262
Total AUM $15.8 billion
Advisor / Client Ratio 1:2
Headquarters New York, NY
SEC Filings View SEC IAPD CRD #144059
State(s) Registered NY

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*SEC data last verified 06/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.