Summit Global Investments
sgiam.com Direct investor
Summit Global Investments is an SEC-registered investment adviser offering mutual funds, ETFs, and institutional asset management. It also incorporates alternative strategies including private debt, private equity, and real estate through manager research.
Summit Global Investments is an asset manager headquartered in Salt Lake City, United States. It invests directly in companies, in equity, private debt, private equity and real estate.
“Our approach may include exposure to private debt, private equity, real estate, event-driven strategies and other alternative asset classes, supported by rigorous manager research and portfolio analysis.”
— Summit Global Investments, own website
- Layer
- Direct investor
- Type
- Asset manager
- Stage
- Not stated
- Headquarters
- Salt Lake City, United States
- Invests in
- U.S., global
- Sectors
- equity, private debt, private equity, real estate, event-driven strategies, alternatives
Team, as Summit Global Investments publishes it
- Aash M. Shah, CFA Head of Investments & Sr. Portfolio Manager
- David Harden Founder, President, Portfolio Manager, Chief Executive Officer, Chief Investment Officer
Names and roles exactly as listed on sgiam.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Summit Global Investments publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://sgiam.com/mutualfund/us-large-cap-fund/name, hq_country, hq_city, people, layer
- https://sgiam.com/for-investors/is_investor, layer, type, invests_in_geographies, sectors, thesis_quote, description, status
Record 8959 · added 2026-09-29 · link last verified 2026-10-21 · confidence medium
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