Investment adviser · CRD 157091

SUMMIT GLOBAL INVESTMENTS, LLC

Investment adviser filing (IA)

BOUNTIFUL, UT, United States · Form ADV filed Jun 24, 2026

Regulatory AUM: $2.29B
Client accounts: 10,822
Employees: 37
Advisory professionals: 8

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Investment companies	11	$1,339,282,889	58.4%
High-net-worth individuals	277	$350,915,224	15.3%
Individuals	7,130	$303,649,865	13.2%
Corporations & businesses	55	$296,773,283	12.9%
Pooled investment vehicles	2	$1,328,144	0.1%

Filing source

Form ADV 2115333 · Jun 24, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SGI TIMPANOGOS FUND, LPHedge Fund · Last reported Jun 24, 2026$1.33MGross asset value

Fund administrator US BANK SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CBIZ CPAS P.C. NEW YORK, New York, United States

Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CBIZ CPAS P.C.
PCAOB 199

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source

Fund ID: 805-8291032691
Reported beneficial owners: 6
Minimum commitment: $250K
Form D file number: 021-8291032691

Form ADV 2115333 · Jun 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 24, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

620 SOUTH MAIN STREET
BOUNTIFUL, UT, 84010, United States

CRD 157091

Filing source

Form ADV 2115333 · Jun 24, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.