SUMMIT ROCK ADVISORS, LP
SUMMIT ROCK ADVISORS, LP is a Series C+ and buyout fund in the US, Global and Western Europe investing in Fintech and biotech-life-science.
- Stages
- Series C+, buyout
- Sectors
- Fintech, biotech-life-science
- Invests in
- US-wide, Global, Western Europe
- Actively investing
- Yes
- Founded
- 2007
- Assets under management
- $26.2B
- Website
- summit-rock.com
Check size not disclosed
Thesis
Summit Rock Advisors, LP, founded in 2007 and based in New York City, is an independent investment advisory firm that acts as an outsourced investment office for U.S.-based families and charitable institutions, typically requiring a minimum of $100 million in investable wealth. The firm's investment thesis centers on capital preservation, volatility reduction, and increasing long-term purchasing power through strategies like asset allocation, extensive manager access, rigorous due diligence, liquidity management, and the integration of legal and governance factors. They manage approximately $26.2 billion in AUM, with a significant portion in pooled investment vehicles and private funds. Their strategy includes a buyout approach, with specific interests in Western Europe and the Biotech/Life Science sectors.
Common questions
Does SUMMIT ROCK ADVISORS, LP invest at the Series C+ stage?
Yes. SUMMIT ROCK ADVISORS, LP lists Series C+ and buyout among the stages it invests in.
Where does SUMMIT ROCK ADVISORS, LP invest?
SUMMIT ROCK ADVISORS, LP invests in the US, Global and Western Europe.