Insights

Boutique Investment Niche Golub Group operates as a boutique investment advisory with a focus on high-net-worth families, individuals, and institutional clients, providing tailored financial solutions. This suggests opportunities to offer personalized financial products or premium services aligned with their sophisticated client base.

Institutional Investment Capabilities With access to institutional-grade research tools and systems, Golub Group is positioned as a gateway to advanced investment products, alternative assets, or sophisticated analytics solutions that can enhance their portfolio management and research capabilities.

Growth and Asset Management Managing over one billion dollars in assets and actively investing in assets like Ventas indicates potential for expanding asset classes, alternative investments, or specialized asset management solutions to support their strategic growth.

Technology Stack Insights Utilizing tools such as WordPress, Google Analytics, and SEO plugins suggests an emphasis on digital presence and marketing. Opportunities could exist for digital platform enhancements, data analytics services, or client engagement tools to strengthen their online outreach.

Competitive Landscape Operating alongside large real estate and property management firms, Golub Group serves a niche market with personal, institutional, and fund management services. This presents opportunities for complementary financial technology solutions, compliance support, or specialized research tools tailored to asset management in real estate and private markets.

Similar companies to Golub Group is now Summitry, LLC

Golub Group is now Summitry, LLC Tech Stack

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

Fusion Ads
Advertising
Twemoji
Font Scripts
Font Awesome
Font Scripts
Hammer.js
Javascript Libraries
jQuery
Javascript Libraries
Modernizr
Javascript Libraries
Google Maps
Maps
Yoast SEO
Search Engines

Media & News

Golub Group, LLC invests into assets: stake in Ventas in the amount of $206K.
Golub Group LLC acquired a new stake in Ventas in the 2nd quarter valued at $206,000.
Dec 17, 2018 | www.fairfieldcurrent.com

Golub Group is now Summitry, LLC's Email Address Formats

Golub Group is now Summitry, LLC uses at least 1 format(s):

Golub Group is now Summitry, LLC Email Formats	Example	Percentage
First@golubgroup.com	John@golubgroup.com	30%
FirstLast@golubgroup.com	JohnDoe@golubgroup.com	20%
First@golubgroup.com	John@golubgroup.com	30%
FirstLast@golubgroup.com	JohnDoe@golubgroup.com	20%

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, CA 94404 US. 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 September 2025, 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 AdsTwemojiFont 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 prettyPhoto, yepnope.js, Google Analytics, WordPress, Twemoji.

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.