SEGULAH ADVISOR AB
Adviser information for SEGULAH ADVISOR 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 | Other (specify) |
|---|---|
| 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 | 802-127847 |
|---|---|
| SEC ERA File Number | 802-127847 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 301988 |
| Legal Entity Identifier | None |
Principal Office
V�STRA TR�DG�RDSGATAN 8STOCKHOLM
Sweden
Monday - Friday, 9:00 A.M. -5:30 P.M. GMT
Tel: +46 8 402 87 00, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SEGULAH V AB | Private Equity Fund | $195.8M | $0.5M | 16 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Planting-Bergloo, Marcus | Individual | – | MANAGING DIRECTOR, MEMBER OF THE BOARD | 03/2019 | 25-50% |
| Calissendorff, Percival, Hugo | Individual | – | CHAIRMAN OF THE BOARD | 03/2019 | 25-50% |
| Oxenstierna, Oskar, Gabriel | Individual | – | MEMBER OF THE BOARD | 06/2023 | 5-10% |
| Mollerstrom, Carl, Johan Wilhelm | Individual | – | MEMBER OF THE BOARD | 06/2023 | 5-10% |
| Dahlin, Hakan | Individual | – | MEMBER OFTHE BOARD | 06/2023 | < 5% |