DFX Intelligence

A••••• P•••••• C••••••••• F••• I•• L•••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fund

A••••• P•••••• C••••••••• F••• I•• L•••

advised by SUMMIT TRAIL ADVISORS, LLC

Delaware, United States

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Search this name across graphsid dfx:ria:56706f1d-6b1f-194a-3a7e-8db2ec2da60f

Data as of Sep 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 0
On other graphs: 0
Observed: Sep 4, 2026 to Sep 4, 2026
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: SUMMIT TRAIL ADVISORS, LLCCRD 220519
Latest reported GAV: $8.3M••• Locked
Peak reported GAV: $8.3M
Beneficial owners: 108
Minimum investment: $100,000
Owned by the adviser: 200%
Owned by funds of funds: 0%
Owned by non-US persons: 400%
Form D file number: 021-559333••• Locked

Relationships

No published relationship touches this entity yet.

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:56706f1d-6b1f-194a-3a7e-8db2ec2da60f
First observed: Sep 4, 2026
Last observed: Sep 4, 2026 19 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.