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- Custodian
- BNY Mellon · Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-11-2015
- Office Locations
- 15
Office Locations
About Summit Trail Advisors, LLC
Summit Trail Advisors is an employee-owned, New York-based wealth manager serving ultra-high-net-worth individuals and families. As an outsourced family office, it coordinates clients' full advisory team and delivers integrated planning and portfolio solutions tailored to complex generational wealth needs. Investment approach spans asset allocation using ETFs, public funds, and private funds/alternatives alongside fixed income.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSEPH ERIGO
Chief Compliance Officer
- CRD
- #4168502
- Ownership
- Less than 5%
JACK BARRY PETERSEN
Advisor, Manager
- CRD
- #2380594
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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MICHAEL CHARLES COHEN
Financial Advisor, General Partner
- CRD
- #2288893
LAUREN SARDINA COSULICH
Advisor
- CRD
- #5158614
Showing 2 of 32 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,063,331,227 | $2,169,281 |
| Non-Discretionary | $8,878,284,583 | $1,897,880 |
| Total | $19,941,615,810 | $2,039,437 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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