Summit Global Investments Revenue and Competitors

Bountiful, UT USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Summit Global Investments's estimated annual revenue is currently $16.2M per year.(i)
  • Summit Global Investments's estimated revenue per employee is $210,000

Employee Data

  • Summit Global Investments has 77 Employees.(i)
  • Summit Global Investments grew their employee count by 175% last year.

Summit Global Investments's People

NameTitleEmail/Phone
1
Founder, PresidentReveal Email/Phone
2
Executive Assistant to CEO/Chief Investment Officer, President, FounderReveal Email/Phone
3
CEOReveal Email/Phone
4
CEO / Chief Investment OfficerReveal Email/Phone
5
CTOReveal Email/Phone
6
Chief Operating OfficerReveal Email/Phone
7
Co-Chief Investment OfficerReveal Email/Phone
8
Head Investments & Sr. PMReveal Email/Phone
9
SVP, FinanceReveal Email/Phone
10
VP Institutional SalesReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$107.4M4098%N/AN/A
#2
$44.4M1924%N/AN/A
#3
$2.3M18-40%N/AN/A
#4
$156.8M58825%N/AN/A
#5
$79.3M30257%N/AN/A
#6
$6.4M3836%N/AN/A
#7
$20.2M967%N/AN/A
#8
$5.9M350%N/AN/A
#9
$5.7M3410%N/AN/A
#10
$361.9M1231-2%N/AN/A
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What Is Summit Global Investments?

Summit Global Investments, LLC is an SEC registered investment advisor founded in 2010. As an investment firm, Summit Global Investments (SGI) is majority owned by employees and operated by the Managing Partners. Summit Global Investments is located in Salt Lake City, UT area.\n\nSummit Global Investments was founded by life long Executives in the Investment Management space, with over 45 years of combined experience. Summit Global Investments focus is on providing a solution to investors that complements the array of higher beta strategies, indexed products and ETF’s in the market place that invest into U.S., Global and Small-Cap equities. We are dedicated to enhanced risk management strategies for each category of investor. Registered Investment Advisors, Institutional Investors and Retail Investors are able to access our funds through both separately managed accounts, platforms as well as ’40 Act Funds.\n\nSGI offers a unique approach to risk management strategies. The investment focus starts and ends with managing the risk of the entire portfolio. The determining factors that set us apart from the other investment managers/advisors is how Summit Global Investments manages risk that are found in a portfolio. The better one understands the risks inherent within a portfolio the better the portfolio will perform as one expects.

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Total Funding

77

Number of Employees

$16.2M

Revenue (est)

175%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$16.2M7743%N/A
#2
$22.4M83-11%N/A
#3
$22.7M840%N/A
#4
$3.5M8813%N/A
#5
$24.6M91-6%N/A