Summit Trail Advisors LLC

Summit Trail Advisors LLC, a DE Limited Liability Company, boasts of 42 employees, with 31 in advisory roles, serving an unknown number of clients. Its SEC status is Approved since Jun 11, 2015.

• BENJAMIN PAUL JOHNSON

  MEMBER owns less than 5%

• DANIELA PEDLEY

  MEMBER owns more than 5% but less than 10%

• DAVID WADE ROMHILT

  MEMBER owns more than 10% but less than 25%

• JACK BARRY PETERSEN

  MANAGER/MEMBER owns more than 10% but less than 25%

• JAMES FRANK CANTELUPE

  MEMBER owns more than 10% but less than 25%

• JOHN DUFF SAXE

  MEMBER owns less than 5%

• JOHN WILLIAM SCARBOROUGH

  MEMBER owns more than 5% but less than 10%

• KILO SUMMIT TRAIL, LLC

  MEMBER owns more than 5% but less than 10%

• PETER CHRISTOPHER LEE

  MEMBER owns more than 10% but less than 25%

• SETH AARON KATZ

  MEMBER owns more than 5% but less than 10%

• THOMAS KERSHAW HARMS

  CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER owns less than 5%

• THOMAS PETER PALECEK

  MEMBER owns more than 10% but less than 25%

• CEDAR KILO TRUST

  MEMBER owns more than 25% but less than 50%

• MAGNOLIA KILO TRUST

  MEMBER owns more than 25% but less than 50%

• REDWOOD KILO TRUST

  MEMBER owns more than 25% but less than 50%

• GRANT THORNTON LLP
  United States
• KPMG LLP
  United States

• Karamaan Group LLC
• Midocean US Advisor LP
• KDT Advisors LLC
• Serengeti Asset Management LP
• Barington Companies Investors LLC
• Greenoak Real Estate LP
• CORNERSTONE CAPITAL INC.
• AllianceBernstein Corporation
• Seasons of Advice Wealth Management LLC
• Blackstone Alternative Investment Advisors LLC

• Comparing Summit Trail Advisors Q3 vs. Q4 2022 13F Holdings: Which Companies Stand Out?