FIDELIO CAPITAL ADVISORY AB
Adviser information for FIDELIO CAPITAL ADVISORY AB last updated from Form ADV on March 27th, 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 | Limited Liability Company |
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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 | 802-127058 |
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SEC ERA File Number | 802-127058 |
SEC CIK Numbers | None |
SEC CRD Numbers | 324013 |
Legal Entity Identifier | None |
Principal Office
STUREGATAN 10STOCKHOLM
Sweden
Monday - Friday, 9:00 AM - 5:00 PM
Tel: +46 732 552 181, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
FIDELIO CAPITAL LIMITED | Other investment adviser, including financial planners |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
FIDELIO CAPITAL AB | Private Equity Fund | $1,184.9M | $0.0M | 71 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
Bjorklund, Alexandra Madeleine Chris | Individual | – | CFO | 09/2022 | < 5% |
Risberg, Hanna Ingrid Margareta | Individual | – | LEGAL OFFICER | 09/2022 | < 5% |
Bonnier, Theodor Simon Josef | Individual | – | DEPUTY CEO | 09/2022 | < 5% |
FIDELIO CAPITAL III MIDCO AB | Foreign Entity | – | SOLE SHAREHOLDER | 09/2022 | > 75% |
FIDELIO CAPITAL III TOPCO AB | Foreign Entity | FIDELIO CAPITAL III MIDCO AB | SHAREHOLDER | 09/2022 | > 75% |
Fitzgerald, Carl Gabriel Lindsay | Individual | FIDELIO CAPITAL III TOPCO AB | SHAREHOLDER | 09/2022 | 25-50% |
MARTINSON, KATARINA, MARIA FREDRIKA | Individual | KATARINA MARTINSON AB | SHAREHOLDER | 09/2022 | > 75% |
KATARINA MARTINSON AB | Foreign Entity | FIDELIO CAPITAL III TOPCO AB | SHAREHOLDER | 09/2022 | > 75% |