Insights

Boutique Investment Focus With assets under management exceeding one billion dollars and a boutique firm culture, Golub Group offers highly personalized investment management services, making it an ideal target for premium financial technology solutions and specialized advisory tools.

Institutional and Advisor Services The company's management of separate accounts for financial advisors and a no-load equity mutual fund highlights opportunities to introduce advanced portfolio management software and integrated compliance solutions tailored for institutional and advisor-centric businesses.

Recent Asset Investments Golub Group's recent stake acquisition in Ventas signifies ongoing growth and active asset management, presenting potential for partnerships in real estate analytics platforms or data-driven investment analysis services.

Technology Stack Compatibility Utilizing diverse digital tools such as jQuery, Google Maps, and SEO technologies, Golub Group demonstrates openness to innovative digital solutions, making it receptive to technology upgrades, cybersecurity enhancements, and digital transformation services.

Growth and Market Position Operating in a competitive landscape with peers managing similar assets and workforce sizes, the company presents opportunities for tailored marketing campaigns, client engagement platforms, and value-added services that emphasize its specialized and client-focused approach.

Golub Group is now Summitry, LLC Tech Stack

Golub Group is now Summitry, LLC uses 8 technology products and services including Fusion Ads, Google Fonts API, Font Awesome, and more. Explore Golub Group is now Summitry, LLC's tech stack below.

Fusion Ads

Advertising

Google Fonts API

Font Scripts

Font Awesome

Font Scripts

Hammer.js

Javascript Libraries

jQuery

Javascript Libraries

Modernizr

Javascript Libraries

Google Maps

Maps

Yoast SEO

Search Engines

Golub Group is now Summitry, LLC Email Formats	Example	Percentage
First@golubgroup.com	John@golubgroup.com	61%
FirstLast@golubgroup.com	JohnDoe@golubgroup.com	39%

Golub Group is now Summitry, LLC Email Formats

Example

Percentage

First@golubgroup.com

John@golubgroup.com

61%

FirstLast@golubgroup.com

JohnDoe@golubgroup.com

39%

Frequently Asked Questions

Where is Golub Group is now Summitry, LLC's headquarters located?

Golub Group is now Summitry, LLC's main headquarters is located at 1850 Gateway Drive Suite 100 San Mateo, California 94404 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Golub Group is now Summitry, LLC's phone number?

You can contact Golub Group is now Summitry, LLC's main corporate office by phone at

+1-650-212-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Golub Group is now Summitry, LLC's official website and social media links?

Golub Group is now Summitry, LLC's official website is golubgroup.com and has social profiles on LinkedIn.

What is Golub Group is now Summitry, LLC's NAICS code?

Golub Group is now Summitry, LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Golub Group is now Summitry, LLC have currently?

As of February 2026, Golub Group is now Summitry, LLC has approximately 33 employees across 2 continents, including North AmericaEurope. Key team members include President: C. H.Director Of Finance & Technology: C. C.Equity Analyst: M. G.. Explore Golub Group is now Summitry, LLC's employee directory with LeadIQ.

What industry does Golub Group is now Summitry, LLC belong to?

Golub Group is now Summitry, LLC operates in the Investment Management industry.

What technology does Golub Group is now Summitry, LLC use?

Golub Group is now Summitry, LLC's tech stack includes Fusion AdsGoogle Fonts APIFont AwesomeHammer.jsjQueryModernizrGoogle MapsYoast SEO.

What is Golub Group is now Summitry, LLC's email format?

Golub Group is now Summitry, LLC's email format typically follows the pattern of First@golubgroup.com. Find more Golub Group is now Summitry, LLC email formats with LeadIQ.

When was Golub Group is now Summitry, LLC founded?

Golub Group is now Summitry, LLC was founded in 2003.

Golub Group is now Summitry, LLC

Q: What technology does Golub Group is now Summitry, LLC use?

Golub Group is now Summitry, LLC's tech stack includes Chart.js, PHP, yepnope.js, Google Maps, Yoast SEO.

Q: What is Golub Group is now Summitry, LLC's NAICS code?

Golub Group is now Summitry, LLC's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementCalifornia, United States11-50 Employees

Golub Group was organized as an independent investment advisory firm in 2003. We serve the investment needs of families, individuals, foundations, and endowments, as well as business-owners seeking advice with their pension and profit-sharing plans. Our clients receive institutional-grade investment management and comprehensive advice with respect to their financial futures. The firm also serves as the manager of separate accounts for other independent financial advisors and a no-load equity mutual fund.

With over $1 billion in assets under management, the firm is large enough to possess highly-sophisticated systems, have access to a wide range of institutional research tools and services, and employ the highest-caliber professional talent, but is small enough to maintain the culture of a boutique investment firm.

Insights

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