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Fund Manager

Summit Trail Advisors

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Summit Trail Advisors

Fund Manager

Primary Strategy: Hedge Fund

Year Founded: 2015

Number of Employees: 112

Ownership: Privately Held

Year End: December

Description

Summit Trail Advisors simplifies generational wealth management challenges. They serve clients with complex financial needs through bespoke services like estate planning, tax strategies, and private investment access. Acting as an outsourced family office, they coordinate financial teams, leverage best practices, and create personalized solutions.

Contact

Website: Link to website

LinkedIn: linkedin.com/company/summit-trail-advisors

Address

2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, New York, United States

Date

As of: September 30, 2025

Key Metrics

See data over time

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

Chart view

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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