Summit Global Investments is a fund manager in Bountiful with $1.76 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
273616371
SEC advisor number
801-76631
FINRA CRD number
157091
AUM ?
$1.76 bn
(as of 31 Aug 22)
Accounts
2,929
(as of 31 Aug 22)
Employees
28
(13 investment advisory or research)
Address
Summit Global Investments
620 S. MAIN STREET
BOUNTIFUL
UT 84010
620 S. MAIN STREET
BOUNTIFUL
UT 84010
Office hours
Monday - Friday, 8-5
Phone
8016832855
Brochures
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Sutton, Bryce, Jay | Chief Officer | 12/2011 | < 5% |
| Harden Capital, LLC | Owner | 10/2010 | < 5% |
| Harden, David, Lee | President | 10/2010 | 50-75% |
| Harden, Jennifer | Member | 10/2010 | 50-75% |
| Harden, David, Lee | CEO | 10/2010 | < 5% |
| Summit Global, LLC. | Owner | 12/2020 | > 75% |
| Harden Capital, LLC | Owner | 04/2020 | 25-50% |
| Miranda, Roger, Adrian | Chief Compliance Officer | 03/2021 | < 5% |
Ownership
| Fund structure | AUM | Fund type |
|---|---|---|
| Summit Global Investments, LLC | $1.76 bn | |
| Sgi Timpanogos Fund, LP | $4.50 mm | Hedge Fund |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Oct 24
13F-HR
Quarterly holdings report by institutional manager
22 Jul 24
13F-HR
Quarterly holdings report by institutional manager
29 Apr 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
23 Aug 22