Tech stack
No one at Summit Global Investments, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
BNY
Per Form ADV · $168M held · filed Nov 2024
Interactive Brokers
Per Form ADV · $69M held · filed Nov 2024