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Summit Global Investments LLC
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CRD # | 157091 |
SEC # | 801-76631 |
CIK # | 0001697953, 0001534349, 0001357634 |
AUM | $2.0 BB (2024-07-01) |
Employees | 32 (47% Investors, 16% Brokers) |
Phone | 888-251-4847 |
Address | 620 South Main Street Bountiful, UT 84010 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
NVDA | 399,550.0 | 0.0 | |
MSFT | 1,918,222.4 | 0.0 | |
META | 434,852.0 | 0.0 | |
GOOGL | 1,475,138.5 | 0.0 | |
PGR | 67,509.2 | 0.0 | |
AMZN | 1,092,997.8 | 0.0 | |
AAPL | 2,382,844.0 | 0.0 | |
MRK | 232,371.9 | 0.0 | |
UTHR | 10,601.0 | 0.0 | |
CL | 66,096.9 | 0.0 | |
View All |
Holdings by Sector ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
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HF | SGI Timpanogos Fund LP | 2020-11-20 | 2.9 |
AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 6,010 | 0.5 |
(b) Individuals (high net worth individuals) | 187 | 0.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 8 | 0.9 |
(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 | 1 | 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 | 31 | 0.0 |
(n) Other | 2 | 0.3 |
Total | 6,110 | 2.0 |
By Discretionary | ||
Discretionary | 6,010 | 1.9 |
Non-Discretionary | 100 | 0.1 |
Total | 6,110 | 2.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 2.0 | |
Total | 6,110 | 2.0 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001357634] | |
D | [0001534349] | |
13F-HR | [0001697953] | |
D | [0001697953] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Weatherbie Capital LLC
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|
MA | 2.1 |
Swan Global Management LLC
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|
PR | 2.1 |
Seizert Capital Partners LLC
✚
|
MI | 2.1 |
Quest Partners LLC
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|
NY | 2.0 |
Veris Wealth Partners LLC
✚
|
CA | 2.0 |
SSI Investment Management LLC
✚
|
CA | 2.0 |
Cyndeo Wealth Partners LLC
✚
|
FL | 2.0 |
Chickasaw Capital Management LLC
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|
TN | 2.0 |
Paradigm Capital Management Inc
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|
NY | 2.0 |
Eagle Global Advisors LLC
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|
TX | 1.9 |