SUMMA EQUITY
SUMMA EQUITY AB Legal Name
Adviser information for SUMMA EQUITY last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Sweden |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-108882 |
|---|---|
| SEC ERA File Number | 802-108882 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 286140 |
| Legal Entity Identifier | 636700ZHXY39STQYLL20 |
Principal Office
BIRGER JARLSGATAN 27STOCKHOLM, STOCKHOLM
Sweden
Monday - Friday, 8-17 CET
Tel: 046721794968, Fax: None
Chief Compliance Officer
ANNA BERNTSON PETAS
COMPLIANCE OFFICER
VASAGATAN 36
STOCKHOLM
Sweden
Tel:
+46 72 330 53 31
A************@*********E
(Full email address available in API data)
Industry Affiliates
| SUMMA ADVISORY | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SUMMA EQUITY FUND I (NO. 1) AB | Private Equity Fund | $152.7M | $5.0M | 28 |
| SUMMA EQUITY FUND I (NO. 2) AB | Private Equity Fund | $240.2M | $5.0M | 23 |
| SUMMA EQUITY FUND I (NO. 3) AB | Private Equity Fund | $73.6M | $5.0M | 27 |
| SUMMA EQUITY FUND II (NO. 1) AB | Private Equity Fund | $609.0M | $5.0M | 35 |
| SUMMA EQUITY FUND II (NO. 2) AB | Private Equity Fund | $487.9M | $5.0M | 23 |
| SUMMA EQUITY FUND II (NO. 3) AB | Private Equity Fund | $149.5M | $5.0M | 36 |
| SUMMA EQUITY FUND III (NO. 1) AB | Private Equity Fund | $208.9M | $22.1M | 55 |
| SUMMA EQUITY FUND III (NO. 2) AB | Private Equity Fund | $530.0M | $22.1M | 106 |
| SUMMA EQUITY FUND III (NO. 3) AB | Private Equity Fund | $45.5M | $22.1M | 68 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Unkuri, Tommi, Markus | Individual | – | PARTNER | 06/2016 | 10-25% |
| MELBY, CHRISTIAN | Individual | – | PARTNER | 12/2016 | 10-25% |
| Indahl, Reynir, Kjaer | Individual | – | CHAIR OF THE BOARD OF DIRECTORS, FOUNDER, MANAGING PARTNER | 08/2020 | 25-50% |
| SUMMA STIFTELSEN | Foreign Entity | – | SHAREHOLDER | 06/2016 | 10-25% |
| Sjolund, Martin, Rasmus | Individual | – | PARTNER AND GENERAL COUNSEL | 09/2018 | < 5% |
| LEHMLER, MIRJA, ULRIKA | Individual | – | MEMBER OF THE BOARD OF DIRECTORS | 10/2018 | < 5% |
| Broms, Eva | Individual | – | MEMBER OF THE BOARD OF DIRECTORS | 08/2020 | < 5% |
| Gluck Evensen, Gisle | Individual | – | PARTNER | 10/2020 | < 5% |
| Gjolme, Martin | Individual | – | PARTNER | 11/2020 | < 5% |
| Skancke, Martin | Individual | – | MEMBER OF THE BOARD OF DIRECTORS | 09/2023 | < 5% |