Managers/Private equity/New York/Summit Rock Advisors

Summit Rock Advisors

Summit Rock Advisors is a private equity manager in New York, NY. It is registered with the SEC as an investment adviser with $26.2B in regulatory assets and 74 staff. It has 8 funds on file, the latest reported in June 2026.

Funds on file
8
Raised, all funds
$3.6B
Regulatory assets
$26.2B
Staff
74
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Jun 2026 SRA Private Equity Portfolio VII (E&F) LP Private equity $346.1M Not given
Jun 2026 SRA Private Equity Portfolio VII LP Private equity $559.8M Not given
Jan 2024 SRA Private Equity Portfolio VI (E&F) LP Private equity $326.9M Not given
Jan 2024 SRA Private Equity Portfolio VI LP Private equity $594.4M Not given
Jul 2023 SRA Private Equity Portfolio V (E&F) LP Private equity $335.6M Not given
Jul 2023 SRA Private Equity Portfolio V LP Private equity $788.1M Not given
Jul 2020 SRA Private Equity Portfolio IV (E&F) LP Private equity $203.3M Not given
Jul 2020 SRA Private Equity Portfolio IV LP Private equity $439.8M Not given

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$26.2B
Employees74
Clients36 wealthy individuals, 21 private funds and 15 charities.
Control personsDavid, Allen Dechman, Anne, (nancy) Donohue, Robert, Wilkins Forster, William, Russell Hedden, Thomas, Charles Schroeder.
Private funds20 private funds holding $12B in gross assets.

Private funds it reports

FundTypeGross assets
Sra Select Equity Portfolio Hedge fund $1.9B
Sra Diversified Strategies Portfolio Hedge fund $1.3B
Sra Select Equity Portfolio (E&F) SPC Hedge fund $1.3B
Sra Hedged Equity Portfolio Hedge fund $1.3B
Sra Hedged Equity Portfolio (E&F) SPC Hedge fund $795.2M
Sra Private Equity Portfolio V Private equity $776M
Sra Diversified Strategies Portfolio (E&F) SPC Hedge fund $764.5M
Sra Private Equity Portfolio Iii Private equity $691.6M
Sra Private Equity Portfolio IV Private equity $622.9M
Sra Private Equity Portfolio VI Private equity $588.4M
Sra Private Equity Portfolio Iii (E&F) Private equity $341.1M
Sra Private Equity Portfolio V (E&F) Private equity $330.7M
Sra Private Equity Portfolio VI (E&F) Private equity $323.6M
Sra Private Equity Portfolio IV (E&F) Private equity $296.2M
Sra Private Equity Portfolio II Private equity $290.4M