Dave Harden

Summit Global Investments LLC (SGI) is a SEC-registered investment advisor headquartered in Bountiful, Utah. The firm was founded by David “Dave” Harden and Bryce Sutton in 2010 and is a subsidiary of Summit Global LLC. SGI’s investment advisory services are primarily limited to the discretionary management of investment portfolios for investment companies, institutional investors, pension and profit-sharing plans, trusts, corporate and business entities, and individual clients.

SG Trading Solutions LLC, a subsidiary of Harden Capital LLC, is a company headquartered in Bountiful, UT, that provides investment advice. It was founded in 2022.

Ensign Peak Advisors, Inc. is an investment management firm headquartered in Salt Lake City, Utah. The firm was founded in 1997 and serves as an investment manager of their parent company Corporation of The Presiding Bishop of The Church of Jesus, a non-profit subsidiary of The Church of Jesus Christ of Latter-day Saints.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers.

Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee.