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Summit Trail Advisors
Summit Trail Advisors is an SEC-registered investment adviser in New York, NY, registered since 2015. The firm manages $19.9 billion in assets, with $11.1...
Overview
Summit Trail Advisors is an SEC-registered investment adviser in New York, NY, registered since 2015. The firm manages $19.9 billion in assets, with $11.1 billion managed on a discretionary basis. It has 94 employees and 31 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2015
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Frequently asked questions
What asset classes does Summit Trail Advisors invest in for clients?
The firm constructs portfolios spanning public equities, fixed income, hedge funds, private equity, and private credit. Its approach is centered on manager selection and due diligence, with flexibility to include co-investments based on client suitability.
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