SUMMIT GLOBAL INVESTMENTS, LLC
CRD #157091 SEC #801-76631 BOUNTIFUL, UT 888-251-4847
SEC Registered Private Funds
Total AUM
$1.9B
Discretionary
$1.9B
Employees
32
Clients
1
Accounts
6,923
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.9B | $1.9B | $0 | 32 | 0 |
| May 2025 | $1.9B | $1.9B | $0 | 32 | 0 |
| Mar 2025 | $1.9B | $1.9B | $0 | 32 | 0 |
| Feb 2025 | $2B | $1.9B | $90.3M | 32 | 0 |
| Jan 2025 | $2B | $1.9B | $90.3M | 32 | 0 |
| Nov 2024 | $2B | $1.9B | $90.3M | 32 | 0 |
| Sep 2024 | $2B | $1.9B | $90.3M | 32 | 0 |
| Jul 2024 | $2B | $1.9B | $90.3M | 32 | 0 |
| Mar 2024 | $2B | $1.9B | $90.3M | 32 | 0 |
| Jan 2024 | $1.5B | $1.5B | $0 | 21 | 0 |
| Nov 2023 | $1.5B | $1.5B | $0 | 21 | 0 |
| Sep 2023 | $1.5B | $1.5B | $0 | 21 | 0 |
| Aug 2023 | $1.5B | $1.5B | $0 | 21 | 0 |
| Aug 2023 | $1.5B | $1.5B | $0 | 21 | 0 |
| Aug 2023 | $1.5B | $1.5B | $0 | 21 | 0 |
| Mar 2023 | $1.5B | $1.5B | $0 | 21 | 0 |
| Sep 2022 | $1.8B | $1.8B | $0 | 28 | 0 |
| Aug 2022 | $1.8B | $1.8B | $0 | 28 | 0 |
| Apr 2022 | $1.8B | $1.8B | $0 | 28 | 0 |
| Mar 2022 | $1.8B | $1.8B | $0 | 28 | 0 |
| Jul 2021 | $1.6B | $1.6B | $0 | 22 | 0 |
| May 2021 | $1.6B | $1.6B | $0 | 22 | 0 |
| Mar 2021 | $1.6B | $1.6B | $0 | 22 | 0 |
| Nov 2020 | $1.2B | $1.2B | $0 | 15 | 0 |
| Jun 2020 | $1.2B | $1.2B | $0 | 15 | 0 |
| Mar 2020 | $1.2B | $1.2B | $0 | 15 | 0 |
| Mar 2019 | $830M | $830M | $0 | 12 | 0 |
| Mar 2018 | $720M | $720M | $0 | 12 | 0 |
| Jan 2018 | $710.7M | $710.7M | $0 | 10 | 0 |
| Mar 2017 | $699.8M | $699.8M | $0 | 12 | 800 |
| Dec 2016 | $523M | $523M | $0 | 10 | 800 |
| Dec 2016 | $523M | $523M | $0 | 10 | 800 |
| Apr 2016 | $523M | $523M | $0 | 10 | 800 |
| Mar 2016 | $523M | $523M | $0 | 10 | 800 |
| Mar 2016 | $251.9M | $251.9M | $0 | 8 | 700 |
| Mar 2015 | $251.9M | $251.9M | $0 | 8 | 700 |
| Mar 2014 | $150.2M | $150.2M | $0 | 7 | 500 |
| Mar 2014 | $149.6M | $149.6M | $0 | 7 | 500 |
| Dec 2013 | $110M | $110M | $0 | 5 | 300 |
| Dec 2013 | $110M | $110M | $0 | 5 | 300 |
| Nov 2013 | $110M | $110M | $0 | 5 | 300 |
| Nov 2013 | $110M | $110M | $0 | 5 | 300 |
| Oct 2013 | $110M | $110M | $0 | 5 | 300 |
| Sep 2013 | $50M | $50M | $0 | 4 | 26 |
| Jun 2013 | $50M | $50M | $0 | 4 | 26 |
| May 2013 | $50M | $50M | $0 | 4 | 26 |
| Feb 2013 | $20.5M | $20.5M | $0 | 4 | 1 |
| Feb 2013 | $20.5M | $20.5M | $0 | 4 | 1 |
| Oct 2012 | $8.6M | $8.6M | $0 | 1 | 1 |
| Oct 2012 | $2.5M | $2.5M | $0 | 1 | 1 |
| Jun 2012 | $2.5M | $2.5M | $0 | 1 | 1 |
| May 2012 | $105K | $105K | $0 | 1 | 1 |
| Apr 2012 | $105K | $105K | $0 | 1 | 1 |
DateSep 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees32
Clients0
DateMay 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees32
Clients0
DateMar 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees32
Clients0
DateFeb 2025
Total AUM$2B
Discretionary$1.9B
Non-Disc.$90.3M
Employees32
Clients0
DateJan 2025
Total AUM$2B
Discretionary$1.9B
Non-Disc.$90.3M
Employees32
Clients0
DateNov 2024
Total AUM$2B
Discretionary$1.9B
Non-Disc.$90.3M
Employees32
Clients0
DateSep 2024
Total AUM$2B
Discretionary$1.9B
Non-Disc.$90.3M
Employees32
Clients0
DateJul 2024
Total AUM$2B
Discretionary$1.9B
Non-Disc.$90.3M
Employees32
Clients0
DateMar 2024
Total AUM$2B
Discretionary$1.9B
Non-Disc.$90.3M
Employees32
Clients0
DateJan 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients0
DateNov 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients0
DateSep 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients0
DateAug 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients0
DateAug 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients0
DateAug 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients0
DateSep 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees28
Clients0
DateAug 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees28
Clients0
DateApr 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees28
Clients0
DateMar 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees28
Clients0
DateJul 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees22
Clients0
DateMay 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees22
Clients0
DateMar 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees22
Clients0
DateNov 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees15
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees15
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees15
Clients0
DateMar 2019
Total AUM$830M
Discretionary$830M
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$720M
Discretionary$720M
Non-Disc.$0
Employees12
Clients0
DateJan 2018
Total AUM$710.7M
Discretionary$710.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2017
Total AUM$699.8M
Discretionary$699.8M
Non-Disc.$0
Employees12
Clients800
DateDec 2016
Total AUM$523M
Discretionary$523M
Non-Disc.$0
Employees10
Clients800
DateDec 2016
Total AUM$523M
Discretionary$523M
Non-Disc.$0
Employees10
Clients800
DateApr 2016
Total AUM$523M
Discretionary$523M
Non-Disc.$0
Employees10
Clients800
DateMar 2016
Total AUM$523M
Discretionary$523M
Non-Disc.$0
Employees10
Clients800
DateMar 2016
Total AUM$251.9M
Discretionary$251.9M
Non-Disc.$0
Employees8
Clients700
DateMar 2015
Total AUM$251.9M
Discretionary$251.9M
Non-Disc.$0
Employees8
Clients700
DateMar 2014
Total AUM$150.2M
Discretionary$150.2M
Non-Disc.$0
Employees7
Clients500
DateMar 2014
Total AUM$149.6M
Discretionary$149.6M
Non-Disc.$0
Employees7
Clients500
DateDec 2013
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees5
Clients300
DateDec 2013
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees5
Clients300
DateNov 2013
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees5
Clients300
DateNov 2013
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees5
Clients300
DateOct 2013
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees5
Clients300
DateSep 2013
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees4
Clients26
DateJun 2013
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees4
Clients26
DateMay 2013
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees4
Clients26
DateFeb 2013
Total AUM$20.5M
Discretionary$20.5M
Non-Disc.$0
Employees4
Clients1
DateFeb 2013
Total AUM$20.5M
Discretionary$20.5M
Non-Disc.$0
Employees4
Clients1
DateOct 2012
Total AUM$8.6M
Discretionary$8.6M
Non-Disc.$0
Employees1
Clients1
DateOct 2012
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees1
Clients1
DateJun 2012
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees1
Clients1
DateMay 2012
Total AUM$105K
Discretionary$105K
Non-Disc.$0
Employees1
Clients1
DateApr 2012
Total AUM$105K
Discretionary$105K
Non-Disc.$0
Employees1
Clients1