Summit Trail Advisors
Summit Trail Advisors is a private credit and private equity manager in New York, NY. It is registered with the SEC as an investment adviser with $19.9B in regulatory assets and 94 staff. It has 1 fund on file, the latest reported in June 2026.
Funds on file
1
Raised, all funds
$148.7M
Regulatory assets
$19.9B
Staff
94
Pension investors
None found
See the adviser's own filing →
Latest fund filing
Funds
DateFundTypeRaisedTarget
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$19.9B
Employees94
Clients588 wealthy individuals, 56 companies, 51 individuals, 38 pension plans and 9 charities.
Control personsJoseph Erigo, Jack, Barry Petersen, David, Wade Romhilt.
Private funds19 private funds holding $1.8B in gross assets.
Private funds it reports
FundTypeGross assets
Ascent Arbitrage Fund
Hedge fund
$450.1M
Ascent Event Driven Fund
Hedge fund
$201.6M
Ascent Private Real Assets Fund
Hedge fund
$182.6M
Ascent Emerging Markets Fund
Hedge fund
$157.5M
International Value Equity Fund, A Series of Ascent Global Access Partnership I
Hedge fund
$156.2M
Ascent Private Investment Fund II
Hedge fund
$132.7M
Ascent Focused Equity
Hedge fund
$84.8M
Ascent Private Investment Fund
Private equity
$81.4M
International Growth Equity Fund, A Series of Ascent Global Access Partnership I
Hedge fund
$81.3M
Ascent Private Investment Fund Iii
Private equity
$71.1M
New Mountain Group
Other
$30M
MNV Capital Investment
Other
$30M
Horizon Opportunities Fund, A Series of Ascent Global Access Partnership II
Hedge fund
$28.5M
Ascent Private Co-investment Fund Iii
Private equity
$23.5M