# SUMMIT ROCK ADVISORS, LP

SUMMIT ROCK ADVISORS, LP of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 144059
- Type: SEC-registered investment adviser
- SEC file number: 801-67952
- Location: 9 WEST 57TH STREET, 18TH FLOOR, NEW YORK, NY, 10019
- Phone: 212-993-7150
- Latest filing: 2026-03-27
- Regulatory AUM: $26.2B
- Discretionary AUM: $15.3B
- Non-discretionary AUM: $10.9B
- Clients: 74
- Accounts: 226

## Business model

- Compensation: % of AUM, Fixed, Performance, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| David Allen Dechman | CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER; DIRECTOR | — |
| Anne Nancy Donohue | CHIEF INVESTMENT STRATEGIST AND LIMITED PARTNER; DIRECTOR | — |
| William Russell Hedden | CHIEF OPERATING OFFICER | — |
| Raph Asher Posner | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | — |
| Thomas Charles Schroeder | CHIEF FINANCIAL OFFICER | — |
| Jennifer Tirado Zloto | CHIEF COMPLIANCE OFFICER & CHIEF RISK OFFICER | — |
| Robert Wilkins Forster | CHIEF COMPLIANCE OFFICER & COUNSEL | — |
| SCHROEDER JULIAN CHARLES | CHIEF FINANCIAL OFFICER | — |
| LEE WILLIAM IL-HYUNG | CHIEF COMPLIANCE OFFICER AND CFO | — |
| O'NEILL STEPHEN ANDREW | CHIEF FINANCIAL OFFICER | — |
| AILEY ASHER KAMALI | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL | — |
| DECHMAN DAVID ALLEN | CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER; CHIEF EXECUTIVE OFFICER AND MEMBER; DIRECTOR | — |
| DOHERTY MILES DOUGLAS | CHIEF COMPLIANCE OFFICER, COO, CFO, AND MEMBER | — |
| DONOHUE ANNE NANCY | CHIEF INVESTMENT OFFICER AND MEMBER; CHIEF INVESTMENT STRATEGIST AND LIMITED PARTNER; CHIEF INVESTMENT STRATEGIST AND MEMBER (+1 more) | — |
| HEDDEN WILLIAM RUSSELL | CHIEF OPERATING OFFICER | — |
| LOCHER EMILY | CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL | — |
| LOCHER EMILY ANN | GENERAL COUNSEL | — |
| Forster Robert Wilkins | CHIEF COMPLIANCE OFFICER & COUNSEL | — |
| Anne (Nancy) Donohue | CHIEF INVESTMENT STRATEGIST AND LIMITED PARTNER; DIRECTOR; VICE CHAIR AND LIMITED PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144059/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144059/similar
- Related entities: https://search.stillhousedata.com/firm/144059/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144059

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.