Home
›
Firms
›
SUMMIT ROCK ADVISORS, LP
SUMMIT ROCK ADVISORS, LP
NEW YORK, New York
·
7 registered advisors
·
CRD# 144059
SEC# 801-67952
0
212-993-7150
01
Firm Overview
AUM
$21.5B
Regulatory assets under management
Employees
84
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: BASED ON A CLIENT'S ASSETS UNDER SUPERVISION
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at SUMMIT ROCK ADVISORS, LP
7 registered advisors
Anne (nancy) Donohue
NEW YORK, New York
CRD# 2270021
Asher Kamali Ailey
NEW YORK, New York
CRD# 5990508
Charles Andrew O'neill
NEW YORK, New York
CRD# 5930077
David Allen Dechman
NEW YORK, New York
CRD# 1764793
Robert Wilkins Forster
NEW YORK, New York
CRD# 7939910
Thomas Charles Schroeder
NEW YORK, New York
CRD# 4827060
William Russell Hedden
NEW YORK, New York
CRD# 6047608
05
Office Locations
NEW YORK, New York
7 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. SUMMIT ROCK ADVISORS, LP (CRD# 144059) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.