Summit Global Investments LLC

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Assets, Funds, Holdings

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Summit Global Investments LLC
CRD #157091
SEC #801-76631
CIK #0001697953, 0001534349, 0001357634
AUM $2.0 BB (2024-07-01)
Employees 32 (47% Investors, 16% Brokers)
Phone888-251-4847
Address620 South Main Street
Bountiful, UT 84010
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
3.02.41.81.20.60.02009201420192025
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 ($MM)
17001360102068034002013201720212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF SGI Timpanogos Fund LP 2020-11-20 2.9
AUM Breakdown Accounts AUM ($BB)
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
13F-HR [0001357634]
D [0001534349]
13F-HR [0001697953]
D [0001697953]
Comparable Firms State AUM ($BB)
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Swan Global Management LLC
PR 2.1
Seizert Capital Partners LLC
MI 2.1
Quest Partners LLC
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
TN 2.0
Paradigm Capital Management Inc
NY 2.0
Eagle Global Advisors LLC
TX 1.9
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