Key facts
- Summit Trail Advisors is a hedge fund based in New York, New York.
About Summit Trail Advisors
Founded in 2015
Registered with the SEC
Form ADV · 2026-04 · CRD 220519- Regulatory AUM
- —
- Private fund assets
- $2.0B
- Private funds
- 16 · 7 private equity, 8 hedge, 1 real estate
- Staff
- 94
- Registered office
- NEW YORK, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as SUMMIT TRAIL ADVISORS, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for Summit Trail Advisors are on record yet. Positions surface from round participations, filings, and coverage.
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