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| Summit Global Investments LLC
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| CRD # | 157091 |
| SEC # | 801-76631 |
| CIK # | 0001357634, 0001534349, 0001697953 |
| AUM | 2,291.9 M (2026-06-24) |
| Employees | 37 (22% Investors, 3% Brokers) |
| Phone | 888-251-4847 |
| Address | 620 South Main Street Bountiful, UT 84010 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Cisco Systems Inc | 2.5 | ||
| Lockheed Martin Corp | 2.5 | ||
| Visa Inc | 2.4 | ||
| National Fuel Gas Co | 2.3 | ||
| Netflix Inc | 2.3 | ||
| Home Depot Inc | 2.3 | ||
| Neurocrine Biosciences Inc | 2.3 | ||
| McKesson Corp | 2.2 | ||
| Takeda Pharmaceutical Co Ltd | 2.2 | ||
| Autozone Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | SGI Timpanogos Fund LP | 2020-11-20 | 1.3 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,130 | 0.3 |
| (b) Individuals (high net worth individuals) | 277 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 11 | 1.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 55 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 10,822 | 2.3 |
| By Discretionary | ||
| Discretionary | 10,822 | 2.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10,822 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 10,822 | 2.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001357634] | |
| D | [0001534349] | |
| 13F-HR | [0001697953] | |
| D | [0001697953] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
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NE | 2,435.7 M |
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NY | 2,382.0 M |
|
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CA | 2,370.6 M |
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CornerStone Advisory LLC
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MD | 2,249.0 M |
|
NewSouth Capital Management Inc
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TN | 2,233.3 M |
|
ES Barr & Company
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KY | 2,220.4 M |
|
The Investment House LLC
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CA | 2,203.0 M |
|
Anfield Capital Management LLC
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CA | 2,164.4 M |
|
Merricks Capital PTY Ltd
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2,144.2 M |