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- Custodian
- BNY Mellon · Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-11-2015
- Office Locations
- 3
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.
Reported data analysis
What the numbers show
Between December 22, 2025 and September 4, 2026, reported AUM decreased 23.8%, from $26.2B to $19.9B.
Across 5 reported observations, AUM increased 35.2% between October 7, 2022 and September 4, 2026, from $14.7B to $19.9B.
Of the latest reported AUM, 55.5% is discretionary and 44.5% is non-discretionary.
The firm reports 31 advisory representatives and 742 clients, or 23.9 clients per representative. That equates to $26.9M in reported AUM per client.
The profile lists 3 reported office locations and 11 years in operation. The source data was last updated on September 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Summit Trail Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSEPH ERIGO
Chief Compliance Officer
- CRD
- #4168502
- Ownership
- Less than 5%
ALAN RABOY
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Paul Damien Hoskin
Advisor
- CRD
- #1144823
DANIELLE RAE LOUTON
Partner, Advisor
- CRD
- #4923643
Showing 2 of 4 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
SMA allocation detail is available
Summit Trail Advisors, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Summit Trail Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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