Allocator Index · CRD 157091

SUMMIT GLOBAL INVESTMENTS, LLC

Bountiful, UT · 888-251-4847 · linkedin.com/company/summit-global-investments/

SEC IAPD record ↗

Fit score

72

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw>=200+20
  • employees 3-60+8

HNW clients

277

Other individuals

7,130

HNW assets

$350.9M

Total AUM

$2.29B

Employees

37

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
SGI TIMPANOGOS FUND, LPHedge Fund$1.3M