Summit Rock Advisors LP

Summit Rock Advisors LP, a Delaware Limited Partnership, employs 63 professionals, of which 34 work in advisory roles. Although the number of clients they serve is unknown, their SEC status is Approved, with a registration date of May 29, 2007.

• ANNE (NANCY) DONOHUE

  CHIEF INVESTMENT STRATEGIST AND MEMBER owns more than 25% but less than 50%

• CHARLES ANDREW O'NEILL

  CHIEF FINANCIAL OFFICER owns less than 5%

• DAVID ALLEN DECHMAN

  CHIEF EXECUTIVE OFFICER AND MEMBER owns more than 50% but less than 75%

• EMILY LOCHER

  CHIEF COMPLIANCE OFFICER owns less than 5%

• SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC

  GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP owns less than 5%

• WILLIAM RUSSELL HEDDEN

  CHIEF OPERATING OFFICER owns less than 5%

• ANNE (NANCY) DONOHUE

  DIRECTOR owns more than 25% but less than 50%

• DAVID ALLEN DECHMAN

  DIRECTOR owns more than 50% but less than 75%

• SUMMIT ROCK ADVISORS, INC.

  MEMBER OF SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC owns 75% or more

• STATE STREET BANK AND TRUST COMPANY
  United States

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• Summit Rock Advisors, LP Q1 2023 vs. Q2 2023 13F Holdings Comparison
• Summit Rock Advisors, LP: Analyzing Q3 and Q4 2022 Holdings of XLE, IWN and More

• ISHARES TR $73,497k
• ISHARES INC CORE MSCI EMKT $7,635k