| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sgi Timpanogos Fund, LP | Hedge | $2M | $250K |
| 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 |
Summit Global Investments, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
Summit Global Investments, LLC manages 1 private funds with combined gross assets of $2 million.
Summit Global Investments, LLC reports 32 employees.
Summit Global Investments, LLC is based in Bountiful, UT and has been SEC-registered since 2012.
Summit Global Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 620 South Main Street, Bountiful, UT 84010 |
| Phone | 888-251-4847 |
| Fax | 801-405-6262 |
| Office hours | 5-Aug |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1697953 |
| Discloses disciplinary history | No |
| Discretionary | $1.92B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.92B |