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| Summit Global Investments LLC
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|---|---|
| CRD # | 157091 |
| SEC # | 801-76631 |
| CIK # | 0001357634, 0001697953, 0001534349 |
| AUM | $1.5 BB (2023-03-29) |
| Employees | 21 (57% Investors, 0% Brokers) |
| Phone | 888-251-4847 |
| Address | 620 South Main Street Bountiful, UT 84010 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 0.0 | |
| AAPL | 2,382,844.0 | 0.0 | |
| VRTX | 70,632.1 | 0.0 | |
| MRK | 232,371.9 | 0.0 | |
| HSY | 44,908.2 | 0.0 | |
| INCY | 16,752.4 | 0.0 | |
| BMY | 167,557.4 | 0.0 | |
| GILD | 78,030.8 | 0.0 | |
| PGR | 67,509.2 | 0.0 | |
| LW | 10,358.3 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | SGI Timpanogos Fund LP | 2020-11-20 | 2.6 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,570 | 410.0 |
| (b) Individuals (high net worth individuals) | 106 | 216.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 6 | 665.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 2.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 1.4 |
| (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 | 22 | 24.2 |
| (n) Other | 2 | 216.7 |
| Total | 3,710 | 1,536.7 |
| By Discretionary | ||
| Discretionary | 3,710 | 1,536.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,710 | 1,536.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,536.7 | |
| Total | 3,710 | 1,536.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001357634] | |
| D | [0001534349] | |
| 13F-HR | [0001697953] | |
| D | [0001697953] |
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|---|---|---|
|
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1.6 | |
|
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CA | 1.5 |
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MN | 1.5 |
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Cabana LLC
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AR | 1.5 |
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Basso Capital Management LP
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CT | 1.5 |
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Cyndeo Wealth Partners LLC
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FL | 1.5 |