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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Summit Rock Advisors

$15.3B Total AUM · Institutional LP profile covering 31 historical fund disclosure records ($1.66B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Equity, Private Credit, Real Estate (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
31
5 Open Source Trails Below
Sum of Disclosed Rows
$1.66B
Total AUM: $15.3B
Median Disclosed Amount
$55.5M
Range: $10.0M – $106.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/31)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Summit Rock Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 31 total tracked records (+26 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Fifth Avenue Private Equity XIII, L.P.Adviser 7.B Vehicle Private Equity 2025
$106.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
JAZZ Human Performance Fund III LPAdviser 7.B Vehicle Venture Capital 2025
$88.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Congruent Ventures IIIAdviser 7.B Vehicle Venture Capital 2025
$79.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Institutional Venture Partners XVIII, L.P.Adviser 7.B Vehicle Venture Capital 2024
$25.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Terracap Partners IV LPAdviser 7.B Vehicle Real Estate 2024
$79.0M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Summit Rock Advisors

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Summit Rock Advisors (OCIO / Wealth RIA, $15.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 16.2% Actual; $428.1M Unallocated Target Bandwidth). SEC Form ADV (801-67952, CRD #144059) verified $15.29B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-05

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Summit Rock Advisors

636 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Summit Rock Advisors (26 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 12 Shared Vehicles

Halifax Hopewell Stanfield Regional Health System Master Investment Pool

Healthcare / Hospital System Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Newlight Senior Debt Fund IV (2023 Vintage)
Summit Rock Advisors: $70.5M · SEC Form ADV 7.B
Halifax Hopewell Stanfield Regional Health System Master Investment Pool: $34.5M · IRS Form 990 Sched D

Additional shared vehicles: Newlight Partners VI (2022 Vintage) · Newport Capital Partners III (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

Coweta High Country Lindqvist Mutual & Casualty Insurance General Account

Insurance Company Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Nordic Capital X (2021 Vintage)
Summit Rock Advisors: $86.5M · SEC Form ADV 7.B
Coweta High Country Lindqvist Mutual & Casualty Insurance General Account: $72.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Newlight Senior Debt Fund IV (2023 Vintage) · Newport Capital Partners III (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Caddo Lake Borger Worthington Permanent Endowment & Fiduciary Trust

Institutional Trust Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Newport Capital Partners III (2021 Vintage)
Summit Rock Advisors: $67.2M · SEC Form ADV 7.B
Caddo Lake Borger Worthington Permanent Endowment & Fiduciary Trust: $26.5M · IRS Form 990 Sched D

Additional shared vehicles: Nordic Capital X (2021 Vintage) · NexPhase Capital Fund IV, LP (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+633 Additional Institutional LPs Report Shared Vehicles with Summit Rock Advisors

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Summit Rock Advisors

You are viewing 5 open public preview records (out of 31 total tracked records for Summit Rock Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 31 tracked historical disclosure records (+26 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (636 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Summit Rock Advisors

Buyout LPs →Venture Capital LPs →Private Equity LPs →Private Credit LPs →Real Estate LPs →

Frequently Asked Questions: Summit Rock Advisors

What type of institutional allocator is Summit Rock Advisors and what is their typical disclosed ticket size?

Summit Rock Advisors is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 31 historical disclosure records tracked on Prilago ($1.66B total parsed USD across disclosed rows), the median disclosed amount is $55.5M (range: $10.0M to $106.9M).

Which private-market strategies appear in Summit Rock Advisors's public disclosures?

Summit Rock Advisors has disclosed records across Buyout, Venture Capital, Private Equity, Private Credit, Real Estate. Open preview records include Fifth Avenue Private Equity XIII, L.P. (2025 Vintage), JAZZ Human Performance Fund III LP (2025 Vintage), Congruent Ventures III (2025 Vintage), Institutional Venture Partners XVIII, L.P. (2024 Vintage).

How are Summit Rock Advisors's historical records substantiated and separated from active searches on Prilago?

Records for Summit Rock Advisors cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Summit Rock Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/summit-rock-advisors or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Summit Rock Advisors?

In Prilago's bilateral commitment graph, Summit Rock Advisors shares resolved underlying fund vehicles with 636 institutional LPs across 26 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Halifax Hopewell Stanfield Regional Health System Master Investment Pool (12 shared vehicles, e.g. Newlight Senior Debt Fund IV (2023 Vintage)), Coweta High Country Lindqvist Mutual & Casualty Insurance General Account (10 shared vehicles, e.g. Nordic Capital X (2021 Vintage)), Caddo Lake Borger Worthington Permanent Endowment & Fiduciary Trust (9 shared vehicles, e.g. Newport Capital Partners III (2021 Vintage)).

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