# Summit Trail Advisors

Summit Trail Advisors is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2015
- **Assets under management:** $7.4B (Altss estimate)
- **Website:** http://summittrail.com
- **LinkedIn:** https://www.linkedin.com/company/summit-trail-advisors

## Regulatory record

- **CRD number:** 220519
- **SEC file number:** 801-99352
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/220519

## About

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.

## 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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Last updated: 2026-08-10T19:36:47.593Z

Canonical page: https://altss.com/profile/summit-trail-advisors

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