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CRD 144059
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| SRA SELECT EQUITY PORTFOLIO LP | Hedge Fund | $1.9B | Mar 27, 2026 | 68 | Mar 29, 2012 | reported | 021-1416785 |
| SRA HEDGED EQUITY PORTFOLIO LP | Hedge Fund | $1.8B | Mar 27, 2026 | 63 | Mar 29, 2012 | reported | 021-1416825 |
| SRA DIVERSIFIED STRATEGIES PORTFOLIO LP | Hedge Fund | $1.7B | Mar 27, 2026 | 63 | Mar 29, 2012 | reported | 021-1416817 |
| SRA SELECT EQUITY PORTFOLIO (E&F) SPC | Hedge Fund | $1.3B | Mar 27, 2026 | 35 | Mar 29, 2012 | reported | 021-1433060 |
| SRA HEDGED EQUITY PORTFOLIO (E&F) SPC | Hedge Fund | $1.2B | Mar 27, 2026 | 34 | Mar 29, 2012 | reported | 021-1424701 |
| SRA DIVERSIFIED STRATEGIES PORTFOLIO (E&F) SPC | Hedge Fund | $1.0B | Mar 27, 2026 | 35 | Mar 29, 2012 | reported | 021-1424675 |
| SRA PRIVATE EQUITY PORTFOLIO V LP | Private Equity Fund | $939M | Mar 27, 2026 | 79 | Mar 28, 2022 | reported | 021-395163 |
| SRA PRIVATE EQUITY PORTFOLIO VI LP | Private Equity Fund | $790M | Mar 27, 2026 | 64 | Mar 26, 2024 | reported | 021-470246 |
| SRA PRIVATE EQUITY PORTFOLIO III LP | Private Equity Fund | $741M | Mar 27, 2026 | 52 | Mar 28, 2018 | reported | 021-290882 |
| SRA PRIVATE EQUITY PORTFOLIO IV LP | Private Equity Fund | $722M | Mar 27, 2026 | 62 | Mar 27, 2020 | reported | 021-336907 |
| SRA PRIVATE EQUITY PORTFOLIO VII LP | n/a | $560M | Mar 27, 2026 | 62 | Mar 27, 2026 | reported | 021-550226 |
| SRA PRIVATE EQUITY PORTFOLIO VI (E&F) LP | Private Equity Fund | $418M | Mar 27, 2026 | 23 | Mar 26, 2024 | reported | 021-470251 |
| SRA PRIVATE EQUITY PORTFOLIO V (E&F) LP | Private Equity Fund | $400M | Mar 27, 2026 | 28 | Mar 28, 2022 | reported | 021-395164 |
| SRA PRIVATE EQUITY PORTFOLIO III (E&F) LP | Private Equity Fund | $378M | Mar 27, 2026 | 21 | Mar 28, 2018 | reported | 021-290880 |
| SRA PRIVATE EQUITY PORTFOLIO IV (E&F) LP | Private Equity Fund | $343M | Mar 27, 2026 | 25 | Mar 27, 2020 | reported | 021-336908 |
| SRA PRIVATE EQUITY PORTFOLIO VII (E&F) LP | n/a | $333M | Mar 27, 2026 | 20 | Mar 27, 2026 | reported | 021-550228 |
| SRA PRIVATE EQUITY PORTFOLIO II LP | Private Equity Fund | $242M | Mar 27, 2026 | 36 | Mar 30, 2015 | reported | 021-226398 |
| SRA PRIVATE EQUITY PORTFOLIO II (E&F) LP | Private Equity Fund | $208M | Mar 27, 2026 | 16 | Mar 30, 2015 | reported | 021-226393 |
| SUMMIT ROCK NATURAL RESOURCES (OFFSHORE) PORTFOLIO, SPC | Hedge Fund | $93.4M | Apr 24, 2013 | 16 | Mar 29, 2012 | dropped | 021-1499269 |
| SUMMIT ROCK NATURAL RESOURCES PORTFOLIO L.P. | Hedge Fund | $64.3M | Apr 24, 2013 | 21 | Mar 29, 2012 | dropped | 021-1543035 |
| SRA PRIVATE EQUITY PORTFOLIO I LP | Private Equity Fund | $30.6M | Mar 27, 2026 | 23 | Mar 29, 2012 | reported | 021-1424685 |
| SRA STRATEGIC FIXED INCOME PORTFOLIO LP | Hedge Fund | $27.3M | May 18, 2023 | 101 | Mar 29, 2012 | dropped | 021-1416824 |
| SRA PRIVATE EQUITY PORTFOLIO I (E&F) SPC | Private Equity Fund | $19.7M | Mar 27, 2026 | 14 | Mar 29, 2012 | reported | 021-1427752 |
| SRA REAL ASSETS PORTFOLIO LP | Private Equity Fund | $17.4M | Mar 27, 2026 | 16 | Mar 29, 2012 | reported | 021-1438695 |
| SRA STRATEGIC FIXED INCOME PORTFOLIO (E&F) SPC | Hedge Fund | $0 | Jun 27, 2024 | 0 | Mar 29, 2012 | dropped | 021-1424423 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DECHMAN, DAVID, ALLEN | CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER PARTNER | D | yes | 03/2007 | Mar 27, 2026 | Mar 27, 2026 |
| HEDDEN, WILLIAM, RUSSELL | CHIEF OPERATING OFFICER | Na | yes | 01/2011 | Mar 27, 2026 | Mar 27, 2026 |
| POSNER, RAPH, ASHER | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | Na | yes | 09/2025 | Mar 27, 2026 | Mar 27, 2026 |
| SCHROEDER, THOMAS, CHARLES | CHIEF FINANCIAL OFFICER | Na | yes | 04/2023 | Mar 27, 2026 | Mar 27, 2026 |
| SUMMIT ROCK ADVISORS | GENERAL PARTNER OF | Na | yes | 06/2015 | Mar 27, 2026 | Mar 27, 2026 |
| DECHMAN, DAVID, ALLEN | Director | D | yes | 06/2015 | Mar 29, 2012 | Jun 27, 2024 |
| DONOHUE, ANNE, (NANCY) | CHIEF INVESTMENT STRATEGIST AND LIMITED PARTNER | C | yes | 03/2007 | Mar 29, 2012 | Jun 27, 2024 |
| DONOHUE, ANNE, (NANCY) | Director | C | yes | 06/2015 | Mar 29, 2012 | Jun 27, 2024 |
| Forster, Robert, Wilkins | CHIEF COMPLIANCE OFFICER & COUNSEL | Na | yes | 06/2024 | Jun 27, 2024 | Jun 27, 2024 |
| SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | GENERAL PARTNER OF SUMMIT ROCK ADVISORS, LP | Na | yes | 06/2015 | Jul 27, 2015 | Jun 27, 2024 |
| SUMMIT ROCK ADVISORS, INC. | MEMBER OF SUMMIT ROCK ADVISORS MANAGEMENT GP, LLC | E | yes | 06/2015 | Jul 27, 2015 | Jun 27, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| DIVERSIFIED STRATEGIES (E&F) LP | n/a | n/a | n/a | Y | no | n/a |
| DIVERSIFIED STRATEGIES GP LLC | n/a | n/a | n/a | N | yes | n/a |
| HEDGED EQUITY (E&F) LP | n/a | n/a | n/a | Y | no | n/a |
| HEDGED EQUITY GP LLC | n/a | n/a | n/a | N | yes | n/a |
| PRIVATE EQUITY (E&F) LP | n/a | n/a | n/a | Y | no | n/a |
| PRIVATE EQUITY I GP LLC | n/a | n/a | n/a | N | yes | n/a |
| PRIVATE EQUITY II (E&F) GP LLC | n/a | n/a | n/a | N | yes | n/a |
| PRIVATE EQUITY II GP LLC | n/a | n/a | n/a | N | yes | n/a |
| PRIVATE EQUITY III (E&F) GP LLC | n/a | n/a | n/a | N | yes | n/a |
| PRIVATE EQUITY III GP LLC | n/a | n/a | n/a | N | yes | n/a |
| PRIVATE EQUITY IV (E&F) GP LLC | n/a | n/a | n/a | N | yes | n/a |
| PRIVATE EQUITY IV GP LLC | n/a | n/a | n/a | N | yes | n/a |
| PRIVATE EQUITY V (E&F) GP LLC | n/a | n/a | n/a | N | yes | n/a |
| PRIVATE EQUITY V GP LLC | n/a | n/a | n/a | N | yes | n/a |
| PRIVATE EQUITY VI (E&F) GP LLC | n/a | n/a | n/a | N | yes | n/a |
| PRIVATE EQUITY VI GP LLC | n/a | n/a | n/a | N | yes | n/a |
| REAL ASSETS GP LLC | n/a | n/a | n/a | N | yes | n/a |
| SE GP LLC | n/a | n/a | n/a | N | yes | n/a |
| SELECT EQUITY (E&F) LP | n/a | n/a | n/a | Y | no | n/a |
| STRATEGIC FIXED INCOME (E&F) LP | n/a | n/a | n/a | Y | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $26B | $15B | 74 | 41 | 0 | 21 | n/a |
| 2024 | Mar 31, 2025 | $24B | $13B | 73 | 40 | 0 | 19 | n/a |
| 2023 | Mar 26, 2024 | $21B | $12B | 84 | 42 | 0 | 20 | $12B |
| 2022 | Mar 28, 2023 | $20B | $10B | 83 | 39 | 0 | 19 | $10B |
| 2021 | Mar 28, 2022 | $22B | $12B | 75 | 35 | 0 | 19 | $12B |
| 2020 | Mar 24, 2021 | $20B | $9.7B | 65 | 32 | 0 | 17 | $9.5B |
| 2019 | Mar 27, 2020 | $16B | $7.9B | 67 | 34 | 0 | 17 | $7.8B |
| 2018 | Mar 29, 2019 | $14B | $6.5B | 63 | 34 | 0 | 15 | $6.3B |
| 2017 | Mar 28, 2018 | $13B | $6.4B | 58 | 32 | 0 | 15 | $6.4B |
| 2016 | Mar 27, 2017 | $12B | $5.4B | 53 | 26 | n/a | 13 | $5.4B |
| 2015 | Mar 30, 2016 | $11B | $4.9B | 51 | 25 | n/a | 13 | $4.9B |
| 2014 | Mar 30, 2015 | $10B | $4.7B | 45 | 23 | n/a | 13 | $4.6B |
| 2013 | Mar 28, 2014 | $9.2B | $4.0B | 39 | 20 | n/a | 11 | $3.9B |
| 2012 | Apr 1, 2013 | $7.8B | $2.9B | 40 | 23 | n/a | 13 | $2.8B |
| 2011 | Mar 29, 2012 | $6.6B | $2.2B | n/a | n/a | n/a | 13 | $2.1B |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $26B | $24B | 11.3% | $20B | 9.7% | 74 | 73 | 0 | 0 |