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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Summit Trail Advisors

$11.1B Total AUM · Institutional LP profile covering 19 historical fund disclosure records ($687.0M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Buyout, Growth Equity, Real Estate, Infrastructure (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
19
5 Open Source Trails Below
Sum of Disclosed Rows
$687.0M
Total AUM: $11.1B
Median Disclosed Amount
$34.5M
Range: $8.0M – $73.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/19)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Summit Trail Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 19 total tracked records (+14 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
True Ventures IV LPAdviser 7.B Vehicle Venture Capital 2025
$73.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
BlackFin Financial Services Fund IVAdviser 7.B Vehicle Buyout 2025
$60.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
General Atlantic Partners 2024Adviser 7.B Vehicle Growth Equity 2025
$54.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
General Catalyst Partners XIAdviser 7.B Vehicle Venture Capital 2024
$20.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Founders Fund VIIIAdviser 7.B Vehicle Venture Capital 2024
$8.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Summit Trail Advisors

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Summit Trail Advisors (Family Office / MFO, $11.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 17.2% Actual; $88.5M Unallocated Target Bandwidth). SEC Form ADV (801-99352, CRD #220519) verified $11.06B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-08

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Summit Trail Advisors

529 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Summit Trail Advisors (19 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 7 Shared Vehicles

Cowlitz Anacostia Pendleton Mutual & Casualty Insurance General Account

Insurance Company Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
North Haven Tactical Value Fund II, LP (2022 Vintage)
Summit Trail Advisors: $34.5M · SEC Form ADV 7.B
Cowlitz Anacostia Pendleton Mutual & Casualty Insurance General Account: $78.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Northleaf Venture Catalyst Fund III (2021 Vintage) · Northgate VP IX (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 7 Shared Vehicles

Halifax Huron Valley Worthington Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Northleaf Venture Catalyst Fund III (2021 Vintage)
Summit Trail Advisors: $26.5M · SEC Form ADV 7.B
Halifax Huron Valley Worthington Private Markets Primary & GP Seeder Fund-of-Funds: $106.2M · SEC Form ADV 7.B

Additional shared vehicles: North Haven Tactical Value Fund II, LP (2022 Vintage) · Northgate VP IX (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Caddo Lake Chappaqua Vance Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Northgate VP IX (2020 Vintage)
Summit Trail Advisors: $36.5M · SEC Form ADV 7.B
Caddo Lake Chappaqua Vance Private Markets Primary & GP Seeder Fund-of-Funds: $88.8M · SEC Form ADV 7.B

Additional shared vehicles: Northleaf Venture Catalyst Fund III (2021 Vintage) · Northstar Asia Pacific Partners VII (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+526 Additional Institutional LPs Report Shared Vehicles with Summit Trail Advisors

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Summit Trail Advisors

You are viewing 5 open public preview records (out of 19 total tracked records for Summit Trail Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 19 tracked historical disclosure records (+14 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (529 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Summit Trail Advisors

Venture Capital LPs →Buyout LPs →Growth Equity LPs →Real Estate LPs →Infrastructure LPs →

Frequently Asked Questions: Summit Trail Advisors

What type of institutional allocator is Summit Trail Advisors and what is their typical disclosed ticket size?

Summit Trail Advisors is categorized under Family Office / MFO (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 19 historical disclosure records tracked on Prilago ($687.0M total parsed USD across disclosed rows), the median disclosed amount is $34.5M (range: $8.0M to $73.3M).

Which private-market strategies appear in Summit Trail Advisors's public disclosures?

Summit Trail Advisors has disclosed records across Venture Capital, Buyout, Growth Equity, Real Estate, Infrastructure. Open preview records include True Ventures IV LP (2025 Vintage), BlackFin Financial Services Fund IV (2025 Vintage), General Atlantic Partners 2024 (2025 Vintage), General Catalyst Partners XI (2024 Vintage).

How are Summit Trail Advisors's historical records substantiated and separated from active searches on Prilago?

Records for Summit Trail Advisors cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Summit Trail Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/summit-trail-advisors or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Summit Trail Advisors?

In Prilago's bilateral commitment graph, Summit Trail Advisors shares resolved underlying fund vehicles with 529 institutional LPs across 19 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Cowlitz Anacostia Pendleton Mutual & Casualty Insurance General Account (7 shared vehicles, e.g. North Haven Tactical Value Fund II, LP (2022 Vintage)), Halifax Huron Valley Worthington Private Markets Primary & GP Seeder Fund-of-Funds (7 shared vehicles, e.g. Northleaf Venture Catalyst Fund III (2021 Vintage)), Caddo Lake Chappaqua Vance Private Markets Primary & GP Seeder Fund-of-Funds (6 shared vehicles, e.g. Northgate VP IX (2020 Vintage)).

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