ADELIS ADVISORY III AB
Adviser information for ADELIS ADVISORY III AB last updated from Form ADV on March 11th, 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 | Other (specify) |
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Fiscal Year End | DECEMBER |
Legal Location | Sweden |
Employees
Total Number of Employees | 0 |
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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 |
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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 | – |
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Compensation | – |
Identifiers
SEC RIA File Number | 802-123082 |
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SEC ERA File Number | 802-123082 |
SEC CIK Numbers | None |
SEC CRD Numbers | 317936 |
Legal Entity Identifier | None |
Principal Office
REGERINGSGATAN 20STOCKHOLM
Sweden
Monday - Friday, 9:30AM-5:00PM CENTRAL EUROPEAN TIME
Tel: +46 8 525 200 000, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
ADELIS ADVISORY A/S | Other investment adviser, including financial planners |
ADELIS ADVISORY AB II | Other investment adviser, including financial planners |
ADELIS ADVISORY I AB | Other investment adviser, including financial planners |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
ADELIS EQUITY PARTNERS FUND III AB | Private Equity Fund | $390.6M | $3.9M | 58 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
AKESSON, JAN | Individual | – | CHIEF EXECUTIVE OFFICER AND DIRECTOR | 09/2021 | < 5% |
ADELIS HOLDING III AB | Foreign Entity | – | SHAREHOLDER | 09/2021 | > 75% |
BARD, GUSTAV | Individual | – | DIRECTOR | 09/2021 | < 5% |
RUSS, JOEL, ALLEN | Individual | – | DIRECTOR | 09/2021 | < 5% |
SEGER, JOHAN | Individual | – | CHIEF FINANCIAL OFFICER | 09/2021 | < 5% |
AKESSON, JAN | Individual | ADELIS HOLDING III AB | SHAREHOLDER | 09/2021 | 25-50% |
MOLANDER, RASMUS | Individual | – | DIRECTOR | 09/2021 | < 5% |