SUMMIT TRAIL ADVISORS, LLC
CRD #220519 SEC #801-99352 NEW YORK, NY 212-812-7010
SEC Registered Private Funds
Total AUM
$26.2B
Discretionary
$13.2B
Employees
107
Clients
0
Accounts
22,528
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $26.2B | $13.2B | $13B | 107 | 0 |
| Aug 2025 | $26.2B | $13.2B | $13B | 107 | 0 |
| Jul 2025 | $23.6B | $10.2B | $13.4B | 107 | 0 |
| May 2025 | $23.6B | $10.2B | $13.4B | 107 | 0 |
| Mar 2025 | $23.6B | $10.2B | $13.4B | 107 | 0 |
| Oct 2024 | $20B | $8.3B | $11.6B | 95 | 0 |
| Jul 2024 | $17.7B | $7.4B | $10.3B | 95 | 0 |
| Jun 2024 | $17.7B | $7.4B | $10.3B | 95 | 0 |
| May 2024 | $17.7B | $7.4B | $10.3B | 95 | 0 |
| Mar 2024 | $17.7B | $7.4B | $10.3B | 95 | 0 |
| Sep 2023 | $14.5B | $5.5B | $9B | 93 | 65 |
| Jul 2023 | $14.5B | $5.5B | $9B | 93 | 65 |
| Mar 2023 | $14.5B | $5.5B | $9B | 93 | 65 |
| Oct 2022 | $14.7B | $6B | $8.8B | 75 | 0 |
| Sep 2022 | $14.7B | $6B | $8.8B | 75 | 0 |
| May 2022 | $14.7B | $6B | $8.8B | 75 | 0 |
| Mar 2022 | $14.7B | $6B | $8.8B | 75 | 0 |
| Nov 2021 | $13.3B | $6.4B | $6.9B | 56 | 0 |
| Aug 2021 | $13.3B | $6.4B | $6.9B | 56 | 0 |
| Apr 2021 | $11.5B | $6B | $5.4B | 56 | 0 |
| Mar 2021 | $11.5B | $6B | $5.4B | 56 | 0 |
| Aug 2020 | $8.8B | $4.6B | $4.2B | 55 | 0 |
| Jul 2020 | $6.8B | $3.1B | $3.7B | 55 | 0 |
| May 2020 | $6.8B | $3.1B | $3.7B | 55 | 0 |
| Mar 2020 | $6.8B | $3.1B | $3.7B | 55 | 0 |
| Nov 2019 | $6B | $2.7B | $3.3B | 42 | 0 |
| Aug 2019 | $6B | $2.7B | $3.3B | 42 | 0 |
| Jul 2019 | $5B | $2.2B | $2.8B | 42 | 0 |
| Jun 2019 | $5B | $2.2B | $2.8B | 42 | 0 |
| May 2019 | $5B | $2.2B | $2.8B | 42 | 0 |
| Apr 2019 | $5B | $2.2B | $2.8B | 42 | 0 |
| Mar 2019 | $5B | $2.2B | $2.8B | 42 | 0 |
| Dec 2018 | $5.2B | $4.6B | $544.4M | 38 | 199 |
| Dec 2018 | $5.2B | $4.6B | $544.4M | 38 | 1,100,000,000 |
| Sep 2018 | $5.2B | $4.6B | $544.4M | 38 | 1,100,000,000 |
| Mar 2018 | $5.2B | $4.6B | $544.4M | 38 | 1,100,000,000 |
| Jul 2017 | $3.3B | $2.8B | $450.4M | 38 | 300 |
| Jun 2017 | $3.3B | $2.8B | $450.4M | 38 | 300 |
| Jun 2017 | $3.3B | $2.8B | $450.4M | 38 | 300 |
| Mar 2017 | $3.3B | $2.8B | $450.4M | 38 | 300 |
| Jan 2017 | $1.8B | $1.5B | $263.9M | 37 | 100 |
| Jun 2016 | $1.8B | $1.5B | $263.9M | 37 | 100 |
| Mar 2016 | $1.8B | $1.5B | $263.9M | 17 | 100 |
| Mar 2016 | $1.8B | $1.5B | $263.9M | 17 | 100 |
| Mar 2016 | $784M | $672M | $112M | 17 | 100 |
| Oct 2015 | $784M | $672M | $112M | 17 | 100 |
| Sep 2015 | $0 | $0 | $0 | 17 | 0 |
| Jul 2015 | $0 | $0 | $0 | 7 | 0 |
| Jul 2015 | $0 | $0 | $0 | 1 | 0 |
| May 2015 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$26.2B
Discretionary$13.2B
Non-Disc.$13B
Employees107
Clients0
DateAug 2025
Total AUM$26.2B
Discretionary$13.2B
Non-Disc.$13B
Employees107
Clients0
DateJul 2025
Total AUM$23.6B
Discretionary$10.2B
Non-Disc.$13.4B
Employees107
Clients0
DateMay 2025
Total AUM$23.6B
Discretionary$10.2B
Non-Disc.$13.4B
Employees107
Clients0
DateMar 2025
Total AUM$23.6B
Discretionary$10.2B
Non-Disc.$13.4B
Employees107
Clients0
DateOct 2024
Total AUM$20B
Discretionary$8.3B
Non-Disc.$11.6B
Employees95
Clients0
DateJul 2024
Total AUM$17.7B
Discretionary$7.4B
Non-Disc.$10.3B
Employees95
Clients0
DateJun 2024
Total AUM$17.7B
Discretionary$7.4B
Non-Disc.$10.3B
Employees95
Clients0
DateMay 2024
Total AUM$17.7B
Discretionary$7.4B
Non-Disc.$10.3B
Employees95
Clients0
DateMar 2024
Total AUM$17.7B
Discretionary$7.4B
Non-Disc.$10.3B
Employees95
Clients0
DateSep 2023
Total AUM$14.5B
Discretionary$5.5B
Non-Disc.$9B
Employees93
Clients65
DateJul 2023
Total AUM$14.5B
Discretionary$5.5B
Non-Disc.$9B
Employees93
Clients65
DateMar 2023
Total AUM$14.5B
Discretionary$5.5B
Non-Disc.$9B
Employees93
Clients65
DateOct 2022
Total AUM$14.7B
Discretionary$6B
Non-Disc.$8.8B
Employees75
Clients0
DateSep 2022
Total AUM$14.7B
Discretionary$6B
Non-Disc.$8.8B
Employees75
Clients0
DateMay 2022
Total AUM$14.7B
Discretionary$6B
Non-Disc.$8.8B
Employees75
Clients0
DateMar 2022
Total AUM$14.7B
Discretionary$6B
Non-Disc.$8.8B
Employees75
Clients0
DateNov 2021
Total AUM$13.3B
Discretionary$6.4B
Non-Disc.$6.9B
Employees56
Clients0
DateAug 2021
Total AUM$13.3B
Discretionary$6.4B
Non-Disc.$6.9B
Employees56
Clients0
DateApr 2021
Total AUM$11.5B
Discretionary$6B
Non-Disc.$5.4B
Employees56
Clients0
DateMar 2021
Total AUM$11.5B
Discretionary$6B
Non-Disc.$5.4B
Employees56
Clients0
DateAug 2020
Total AUM$8.8B
Discretionary$4.6B
Non-Disc.$4.2B
Employees55
Clients0
DateJul 2020
Total AUM$6.8B
Discretionary$3.1B
Non-Disc.$3.7B
Employees55
Clients0
DateMay 2020
Total AUM$6.8B
Discretionary$3.1B
Non-Disc.$3.7B
Employees55
Clients0
DateMar 2020
Total AUM$6.8B
Discretionary$3.1B
Non-Disc.$3.7B
Employees55
Clients0
DateNov 2019
Total AUM$6B
Discretionary$2.7B
Non-Disc.$3.3B
Employees42
Clients0
DateAug 2019
Total AUM$6B
Discretionary$2.7B
Non-Disc.$3.3B
Employees42
Clients0
DateJul 2019
Total AUM$5B
Discretionary$2.2B
Non-Disc.$2.8B
Employees42
Clients0
DateJun 2019
Total AUM$5B
Discretionary$2.2B
Non-Disc.$2.8B
Employees42
Clients0
DateMay 2019
Total AUM$5B
Discretionary$2.2B
Non-Disc.$2.8B
Employees42
Clients0
DateApr 2019
Total AUM$5B
Discretionary$2.2B
Non-Disc.$2.8B
Employees42
Clients0
DateMar 2019
Total AUM$5B
Discretionary$2.2B
Non-Disc.$2.8B
Employees42
Clients0
DateDec 2018
Total AUM$5.2B
Discretionary$4.6B
Non-Disc.$544.4M
Employees38
Clients199
DateDec 2018
Total AUM$5.2B
Discretionary$4.6B
Non-Disc.$544.4M
Employees38
Clients1,100,000,000
DateSep 2018
Total AUM$5.2B
Discretionary$4.6B
Non-Disc.$544.4M
Employees38
Clients1,100,000,000
DateMar 2018
Total AUM$5.2B
Discretionary$4.6B
Non-Disc.$544.4M
Employees38
Clients1,100,000,000
DateJul 2017
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$450.4M
Employees38
Clients300
DateJun 2017
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$450.4M
Employees38
Clients300
DateJun 2017
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$450.4M
Employees38
Clients300
DateMar 2017
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$450.4M
Employees38
Clients300
DateJan 2017
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$263.9M
Employees37
Clients100
DateJun 2016
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$263.9M
Employees37
Clients100
DateMar 2016
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$263.9M
Employees17
Clients100
DateMar 2016
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$263.9M
Employees17
Clients100
DateMar 2016
Total AUM$784M
Discretionary$672M
Non-Disc.$112M
Employees17
Clients100
DateOct 2015
Total AUM$784M
Discretionary$672M
Non-Disc.$112M
Employees17
Clients100
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees17
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0