Insights

Executive Investment Scale Summit Rock Advisors operates in financial services with a mid to upper mid-market employee base (51-200) and a revenue range of 100M-250M, indicating substantial client engagement opportunities and potential for strategic asset management partnerships.

Active Real Estate Exposure Recent disclosed investments include a notable 73.4M in Invesco Real Estate, suggesting appetite for real asset strategies which can align with clients seeking diversified real estate and alternative investment solutions.

Equity & Quant Focus Participation in Invesco QQQ indicates exposure to large-cap tech and growth-oriented indices, presenting a lane for selling quantitative capabilities, factor-based products, or enhanced indexing solutions to align with its mandate.

Growth and Maturity Revenue positioning in the hundreds of millions places Summit Rock as a target for premium advisory services, enhanced risk analytics, and institutional-grade reporting to support scale and regulatory needs.

Competitive Landscape Operating alongside large asset managers with global footprints suggests a need for differentiated value propositions such as bespoke research, cost-efficient solutions, and robust client service platforms to win against peers.

Similar companies to Summit Rock Advisors

Dimensional Fund Advisors
1.8K$1B - $10B
Fidelity Investments
85K$10B+
State Street Investment Management
2.4K$1B - $10B
Wellington Management
3.6K$10B+
BlackRock
34K$10B+
Vanguard
28K$10B+
Invesco
7.2K$10B+
J.P. Morgan Asset Management
6K$10B+
PIMCO
4.5K$10B+
Northern Trust Asset Management
928$1B - $10B
T. Rowe Price
8.6K$1B - $10B

Summit Rock Advisors Tech Stack

Summit Rock Advisors uses 8 technology products and services including Duda, Adobe Experience Cloud, Mimecast, and more. Explore Summit Rock Advisors's tech stack below.

Duda
Content Management System
Adobe Experience Cloud
Data Management Platforms
Mimecast
Email Security
jQuery
Javascript Libraries
Lightbox
Javascript Libraries
DocuSign
Miscellaneous
MyWebsite
Page Builders
Apache
Web Servers

Media & News

Summit Rock Advisors, LLC invests into Invesco Real Estate $73.4M.
Summit Rock Advisors LP invests $73.38 million in Invesco QQQ (NASDAQ:QQQ).
Oct 01, 2023 | www.etfdailynews.com

Summit Rock Advisors's Email Address Formats

Summit Rock Advisors uses at least 6 email formats:

Summit Rock Advisors Email Formats	Example	Percentage
First.Last@summit-rock.com	John.Doe@summit-rock.com	72%
Last@summit-rock.com	Doe@summit-rock.com	25%
FLast@summit-rock.com	JDoe@summit-rock.com	3%
First.Last@summitrock.com	John.Doe@summitrock.com	96%
Last@summitrock.com	Doe@summitrock.com	3%
FLast@summitrock.com	JDoe@summitrock.com	1%

Frequently Asked Questions

What is Summit Rock Advisors's phone number?

You can contact Summit Rock Advisors's main corporate office by phone at

+1-406-542-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Summit Rock Advisors's official website and social media links?

Summit Rock Advisors's official website is summitrock.com and has social profiles on LinkedIn.

How much revenue does Summit Rock Advisors generate?

As of August 2026, Summit Rock Advisors's annual revenue is estimated to be $100M - $250M.

What is Summit Rock Advisors's NAICS code?

Summit Rock Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Summit Rock Advisors have currently?

As of August 2026, Summit Rock Advisors has approximately 84 employees across 3 continents, including North America, Africa and Europe. Key team members include Chief Investment Strategist And Co-Founder: N. D., General Counsel And Chief Compliance Officer: E. L. and Managing Director, Head Of Human Resources: C. T. Explore Summit Rock Advisors's employee directory with LeadIQ.

What industry does Summit Rock Advisors belong to?

Summit Rock Advisors operates in the Financial Services industry.

What technology does Summit Rock Advisors use?

Summit Rock Advisors's tech stack includes Duda, Adobe Experience Cloud, Mimecast, jQuery, Lightbox, DocuSign, MyWebsite and Apache.

What is Summit Rock Advisors's email format?

Summit Rock Advisors's email format typically follows the pattern of First.Last@summit-rock.com. Find more Summit Rock Advisors email formats with LeadIQ.

When was Summit Rock Advisors founded?

Summit Rock Advisors was founded in 2007.

Summit Rock Advisors

Q: What is Summit Rock Advisors's official website and social media links?

Summit Rock Advisors's official website is summitrock.com. Summit Rock Advisors has social profiles on LinkedIn.

Q: How many employees does Summit Rock Advisors have currently?

Summit Rock Advisors has approximately 84 employees.

Q: What technology does Summit Rock Advisors use?

Summit Rock Advisors's tech stack includes gstatic.com, HSTS, Mimecast, jQuery, Apache HTTP Server.

Q: What is Summit Rock Advisors's NAICS code?

Summit Rock Advisors's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew York, United States51-200 Employees

Summit Rock Advisors is a mid-sized financial services firm headquartered in New York City, New York. It operates within the asset management segment of the industry, offering investment-related services as part of its core activities. The company employs a mid-sized team, reflecting its scale within the sector.

In the broader asset management landscape, Summit Rock Advisors sits among established peers such as Dimensional Fund Advisors and Fidelity Investments. Public information about the firm is limited to basic corporate details and a note of recent activity, with no additional specifics on its product lines or client base.