The SUMMIT GLOBAL INVESTMENTS, LLC is a privately held investment adviser that advises $3.2Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. SUMMIT GLOBAL INVESTMENTS, LLC is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 108.85% over the last 5-years.
The Group has been registered with the SEC for 14.23 years and is comprised of 2 filing and 0 relying advisers. They operate out of 10 office locations with their Headquarters at 620 SOUTH MAIN STREET, BOUNTIFUL, UTAH. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 42 employees comprised of 11 investment and 31 non-investment staff. The total number of Employees increased by 90.91% over the last 5-years.
Their $3.2Bn in assets advised are owned by 2 private funds, 17 public funds and BDCs and 55 other accounts. Assets of Investment Companies (IC) clients own $2.25Bn or 70.26% of Total Assets and High Net Worth Individuals own $350.92mn or 10.95% of Total Assets.
The Group's top investment strategies include Long/Short Equity and Multi Strat, representing 60.97% and 39.03% of total assets, respectively.
They advise 5 types of clients, top clients are Investment Companies (IC) and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 3 Fund Auditors, 1 Prime Brokers, 2 Custodians and 3 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
SUMMIT GLOBAL INVESTMENTS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.