SUMMIT GLOBAL MANAGEMENT INC.
Legal name: SUMMIT WATER CAPITAL
CRD #104558 SEC #801-19737 LA JOLLA, CA 858-546-1777
SEC Registered
Total AUM
$45M
Discretionary
$45M
Employees
6
Clients
0
Accounts
13
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2017 | $33.5M | $33.5M | $0 | 6 | 0 |
| Sep 2017 | $45M | $45M | $0 | 6 | 11 |
| Jun 2017 | $51.3M | $51.3M | $0 | 6 | 11 |
| Jun 2017 | $51.3M | $51.3M | $0 | 6 | 11 |
| May 2017 | $50M | $50M | $0 | 7 | 11 |
| Mar 2017 | $50M | $50M | $0 | 6 | 11 |
| Jan 2017 | $99.3M | $99.3M | $0 | 9 | 11 |
| Sep 2016 | $99.3M | $99.3M | $0 | 9 | 11 |
| Aug 2016 | $99.3M | $99.3M | $0 | 9 | 11 |
| Jun 2016 | $99.3M | $99.3M | $0 | 9 | 11 |
| May 2016 | $99.3M | $99.3M | $0 | 9 | 11 |
| Apr 2016 | $99.3M | $99.3M | $0 | 9 | 11 |
| Feb 2016 | $120.1M | $120.1M | $0 | 9 | 11 |
| Oct 2015 | $198.8M | $198.8M | $0 | 9 | 11 |
| Sep 2015 | $248M | $248M | $0 | 10 | 11 |
| Feb 2015 | $248M | $248M | $0 | 11 | 11 |
| Oct 2014 | $268M | $268M | $0 | 10 | 26 |
| Aug 2014 | $393.9M | $393.9M | $0 | 11 | 26 |
| Feb 2014 | $393.9M | $393.9M | $0 | 13 | 26 |
| Nov 2013 | $467.3M | $467.3M | $0 | 13 | 26 |
| Jul 2013 | $467.3M | $467.3M | $0 | 13 | 26 |
| Jul 2013 | $467.3M | $467.3M | $0 | 13 | 26 |
| May 2013 | $467.3M | $467.3M | $0 | 13 | 26 |
| Feb 2013 | $467.3M | $467.3M | $0 | 14 | 26 |
| Nov 2012 | $416.2M | $416.2M | $0 | 16 | 26 |
| Feb 2012 | $416.2M | $416.2M | $0 | 11 | 26 |
| Jul 2011 | $652.9M | $652.9M | $0 | -- | -- |
| Mar 2011 | $652.9M | $652.9M | $0 | -- | -- |
| Mar 2011 | $652.9M | $652.9M | $0 | -- | -- |
| Mar 2011 | $652.9M | $652.9M | $0 | -- | -- |
| Mar 2009 | $682.9M | $682.9M | $0 | -- | -- |
| Nov 2007 | $331.2M | $331.2M | $0 | 5 | -- |
| Feb 2007 | $331.2M | $331.2M | $0 | 5 | -- |
| Mar 2006 | $111.9M | $111.9M | $0 | 5 | -- |
| May 2005 | $66.3M | $66.3M | $0 | 5 | -- |
| Sep 2004 | $45.1M | $25.1M | $20M | 5 | -- |
| May 2004 | $45.1M | $25.1M | $20M | 5 | -- |
DateOct 2017
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$0
Employees6
Clients0
DateSep 2017
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees6
Clients11
DateJun 2017
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees6
Clients11
DateJun 2017
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees6
Clients11
DateMay 2017
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees7
Clients11
DateMar 2017
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees6
Clients11
DateJan 2017
Total AUM$99.3M
Discretionary$99.3M
Non-Disc.$0
Employees9
Clients11
DateSep 2016
Total AUM$99.3M
Discretionary$99.3M
Non-Disc.$0
Employees9
Clients11
DateAug 2016
Total AUM$99.3M
Discretionary$99.3M
Non-Disc.$0
Employees9
Clients11
DateJun 2016
Total AUM$99.3M
Discretionary$99.3M
Non-Disc.$0
Employees9
Clients11
DateMay 2016
Total AUM$99.3M
Discretionary$99.3M
Non-Disc.$0
Employees9
Clients11
DateApr 2016
Total AUM$99.3M
Discretionary$99.3M
Non-Disc.$0
Employees9
Clients11
DateFeb 2016
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees9
Clients11
DateOct 2015
Total AUM$198.8M
Discretionary$198.8M
Non-Disc.$0
Employees9
Clients11
DateSep 2015
Total AUM$248M
Discretionary$248M
Non-Disc.$0
Employees10
Clients11
DateFeb 2015
Total AUM$248M
Discretionary$248M
Non-Disc.$0
Employees11
Clients11
DateOct 2014
Total AUM$268M
Discretionary$268M
Non-Disc.$0
Employees10
Clients26
DateAug 2014
Total AUM$393.9M
Discretionary$393.9M
Non-Disc.$0
Employees11
Clients26
DateFeb 2014
Total AUM$393.9M
Discretionary$393.9M
Non-Disc.$0
Employees13
Clients26
DateNov 2013
Total AUM$467.3M
Discretionary$467.3M
Non-Disc.$0
Employees13
Clients26
DateJul 2013
Total AUM$467.3M
Discretionary$467.3M
Non-Disc.$0
Employees13
Clients26
DateJul 2013
Total AUM$467.3M
Discretionary$467.3M
Non-Disc.$0
Employees13
Clients26
DateMay 2013
Total AUM$467.3M
Discretionary$467.3M
Non-Disc.$0
Employees13
Clients26
DateFeb 2013
Total AUM$467.3M
Discretionary$467.3M
Non-Disc.$0
Employees14
Clients26
DateNov 2012
Total AUM$416.2M
Discretionary$416.2M
Non-Disc.$0
Employees16
Clients26
DateFeb 2012
Total AUM$416.2M
Discretionary$416.2M
Non-Disc.$0
Employees11
Clients26
DateJul 2011
Total AUM$652.9M
Discretionary$652.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$652.9M
Discretionary$652.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$652.9M
Discretionary$652.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$652.9M
Discretionary$652.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$682.9M
Discretionary$682.9M
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$331.2M
Discretionary$331.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$331.2M
Discretionary$331.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$111.9M
Discretionary$111.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$66.3M
Discretionary$66.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2004
Total AUM$45.1M
Discretionary$25.1M
Non-Disc.$20M
Employees5
Clients--
DateMay 2004
Total AUM$45.1M
Discretionary$25.1M
Non-Disc.$20M
Employees5
Clients--