Allocator Index · CRD 220519

SUMMIT TRAIL ADVISORS, LLC

New York, NY · 212-812-7010 · summittrail.com

SEC IAPD record ↗

Fit score

76

  • real_estate_fund+40
  • hnw>=500+22
  • hnw_majority+8
  • employees 61-200+4
  • aum $10.0B-∞+2

HNW clients

588

Other individuals

51

HNW assets

$16.33B

Total AUM

$19.94B

Employees

94

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
ASCENT PRIVATE REAL ASSETS LENDING FUND, L.P.Real Estate Fund$112.6M
ASCENT ARBITRAGE FUNDHedge Fund$545.0M
ASCENT EMERGING MARKETS FUND, LPHedge Fund$245.1M
INTERNATIONAL VALUE EQUITY FUND, A SERIES OF ASCENT GLOBAL ACCESS PARTNERSHIP I, L.P.Hedge Fund$189.6M
ASCENT PRIVATE INVESTMENT FUND III, L.P.Private Equity Fund$183.0M
ASCENT PRIVATE REAL ASSETS FUND, L.PHedge Fund$168.7M
ASCENT EVENT DRIVEN FUNDHedge Fund$166.7M
ASCENT PRIVATE INVESTMENT FUND II, L.P.Private Equity Fund$139.1M
INTERNATIONAL GROWTH EQUITY FUND, A SERIES OF ASCENT GLOBAL ACCESS PARTNERSHIP I, L.P.Hedge Fund$93.3M
ASCENT PRIVATE INVESTMENT FUND, L.P.Private Equity Fund$77.4M
ASCENT PRIVATE CO-INVESTMENT FUND III, L.P.Private Equity Fund$28.7M
ASCENT PRIVATE CO-INVESTMENT FUND II, L.P.Private Equity Fund$18.0M
ASCENT PRIVATE CO-INVESTMENT FUND I, L.P.Private Equity Fund$16.4M
ASCENT PRIVATE CO-INVESTMENT FUND IV, L.P.Private Equity Fund$8.3M
ASCENT PRIVATE INVESTMENT FUND IV, LPPrivate Equity Fund$0
ASCENT FOCUSED EQUITY LPHedge Fund$0