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Manager/member · Summit Trail Advisors, LLC

Jack B. Petersen

CRD 2380594 · Named on Form ADV at one SEC-registered adviser

At a glance

Summit Trail Advisors, LLC, an SEC-registered wealth manager based in New York, NY with $19.9 billion in regulatory assets, lists Jack B. Petersen on its Form ADV as Manager/member, a control person.

Firms and roles

AtlasMembers

Jack’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • David W. RomhiltChief Investment Officer, Summit Trail Advisors, LLC
  • Joseph ErigoChief Compliance Officer, Summit Trail Advisors, LLC
  • Alan RaboyChief Financial Officer, Summit Trail Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jack’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.