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SUMMIT ROCK ADVISORS, LP

NEW YORK, NY · CRD 144059 · IAPD ↗ · summit-rock.com · 212-993-7150

$26.18BRegulatory AUM
41Advisory reps
74Employees
0Clients
51-100Planning clients
21Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — SUMMIT ROCK ADVISORS, LP reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.