ADELIS ADVISORY A/S
Adviser information for ADELIS ADVISORY A/S last updated from Form ADV on March 7th, 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 | Denmark |
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 | 802-123083 |
|---|---|
| SEC ERA File Number | 802-123083 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 317934 |
| Legal Entity Identifier | None |
Principal Office
AUGUST BOURNONVILLES PASSAGE 11055 COPENHAGEN
Denmark
Monday - Friday, 9:30AM-5:00PM CENTRAL EUROPEAN TIME
Tel: +46 8 525 200 03, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| ADELIS ADVISORY AB II | Other investment adviser, including financial planners |
| ADELIS ADVISORY I AB | Other investment adviser, including financial planners |
| ADELIS ADVISORY III AB | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| AKESSON, JAN | Individual | – | DIRECTOR | 07/2013 | < 5% |
| SEGER, JOHAN | Individual | – | CHIEF FINANCIAL OFFICER AND DIRECTOR | 11/2021 | < 5% |
| WELNA, MARTIN | Individual | – | CHIEF EXECUTIVE OFFICER AND DIRECTOR | 11/2021 | < 5% |
| AKESSON, JAN | Individual | ADELIS HOLDING III AB | SHAREHOLDER | 07/2013 | 25-50% |
| ADELIS HOLDING III AB | Foreign Entity | – | SHAREHOLDER | 08/2023 | > 75% |