Summit Trail Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 23, 2026, reports $19.9B in regulatory assets under management, 94 employees, 17 offices, and 9,778 accounts.
Assets Under Management
$19.9B
Employees
94
Offices
17 offices
Total Clients
742
Primary office
NEW YORK, NY
2 GRAND CENTRAL TOWER, 140 E 45TH STREET, 28TH FLOOR, NEW YORK, NY, United States
Top client segmentHNWI represent 79.2% of total clients.
Top client categories% of clientsClients
1
HNWI
79.2%
588
2
Corporations
7.5%
56
3
Individuals
6.9%
51
4
Pension Plans
5.1%
38
5
Charitable
1.2%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$19.9Bas of April 23, 2026
Discretionary55.5%
$11.1B
55% of total RAUM55.5%
Non-discretionary44.5%
$8.9B
45% of total RAUM44.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$19.9B
Total Accounts9,778
10Y AUM Change+$16.7B (+511.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees94
Clients per Employee8:1
10Y Employee Change+56 (+147.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.