DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Private fund

Sgi Timpanogos Fund, LP

Hedge Fundadvised bySummit Global Investments, LLCmixed wealth805-8291032691IAPD
Gross asset value
$1.3M
as of Jun 24, 2026; not a fund size
Peak GAV
$4.5M
highest filing
Owners
8
beneficial owners reported
Minimum investment
$250,000
as reported
Adviser and related own
12%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
25 filings
Nov 20, 2020 to Jun 24, 2026
Reporting history
one row per Form ADV filing
Gross asset value$2.9M as of Nov 25, 2024
Nov 20, 2020$0 then
Owners8 as of Nov 25, 2024
Nov 20, 20205 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
yes, 1% of the adviser's clients investedreported
Form D file number
021-8291032691reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Interactive Brokers LLC
    Greenwich, Connecticut
Across DFX
shared identifiers only
This fund id is not on the venture or private equity graphs.
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
on the adviser's latest filing in the extractderived
Share
12%reportedadviser and related persons