Summit Global Investments, LLC
● SEC registered since 2012CRD 157091SEC# 801-76631Bountiful, UT
Ranks #2,037 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.29B
Fund GAV
$1.3M
Private funds
1
Employees
37
Accounts
10,822
Location
Bountiful, UT
Summit Global Investments, LLC assets under management
Summit Global Investments, LLC is a registered investment adviser overseen by the SEC based in Bountiful, UT. The firm has been registered since 2012. It reports $2.3 billion in regulatory assets under management and employs 37 people. Summit Global Investments, LLC manages 1 private fund with combined gross assets of $1.3 million, including Sgi Timpanogos Fund, LP. By regulatory assets, it ranks 2,037 of 6,004 private fund managers.
Summit Global Investments, LLC private funds
1 funds · $1.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sgi Timpanogos Fund, LP | Hedge | $1.3M | $250K |
Summit Global Investments, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Lee Harden Control | Ceo | Under 5% | 2010 |
| Harden Capital, LLC Control | Owner | Under 5% | 2010 |
| John Lore | Chief Compliance Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Summit Global Investments, LLC manage?
Summit Global Investments, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
How many private funds does Summit Global Investments, LLC manage?
Summit Global Investments, LLC manages 1 private funds with combined gross assets of $1.3 million.
How many employees does Summit Global Investments, LLC have?
Summit Global Investments, LLC reports 37 employees.
Where is Summit Global Investments, LLC located?
Summit Global Investments, LLC is based in Bountiful, UT and has been SEC-registered since 2012.
Does Summit Global Investments, LLC disclose fund performance?
Summit Global Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 620 South Main Street, Bountiful, UT 84010 |
| Phone | 888-251-4847 |
| Fax | 801-405-6262 |
| Office hours | 8-5 |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1697953 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.29B▲ 13%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
AUM vs fund managersTop 34%
Larger than 66% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$2.29Bregulatory AUM
Discretionary $2.29B
Service providers
Auditor
Prime broker
Custodian
Administrator