Summit Rock Advisors Fees & Minimum

Overview

Headquarters: New York, NY
Total Firm Assets: $26.2 billion
Average High-Net-Worth Client Portfolio Size: $196.9 million
Stated Minimum Account Size: $100,000,000

Fee Disclosure

Source: SUMMIT ROCK ADVISORS, L.P. FORM ADV PART 2A (2026-03-27) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$100,000,000	0.50%
$100,000,001	$200,000,000	0.40%
$200,000,001	$300,000,000	0.30%
$300,000,001	$500,000,000	0.20%
$500,000,001	and above	0.10%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	Below minimum client size
$5 million	Below minimum client size
$10 million	Below minimum client size
$50 million	Below minimum client size
$100 million	$500,000	0.50%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 27.07%
Number of High-Net-Worth Clients: 36
Total Client Accounts: 226
Discretionary Accounts: 175
Non-Discretionary Accounts: 51

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 144059

SUMMIT ROCK ADVISORS, L.P. FORM ADV PART 2A (2026-03-27) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

What fees does Summit Rock Advisors, LP disclose?

Is Summit Rock Advisors, LP a fiduciary?

Where is Summit Rock Advisors, LP located?

How many clients does Summit Rock Advisors, LP have?

What services does Summit Rock Advisors, LP offer?

How much does Summit Rock Advisors, LP manage?

What types of clients does Summit Rock Advisors, LP serve?

Summit Rock Advisors, LP