Investment adviser · CRD 286140
SUMMA EQUITY
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
SUMMA EQUITY AB
STOCKHOLM, STOCKHOLM, Sweden · Form ADV filed Mar 30, 2026
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
12 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
SUMMA EQUITY FUND III (NO. 2) ABPrivate Equity Fund · Last reported Mar 30, 2026$1.11BGross asset value
Form D fundraising filings
Summa Equity Fund III (No. 2) AB
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
OHRLINGS PRICEWATERHOUSECOOPERS
PCAOB 1419
Fund details & source
- Fund ID
- 805-1182611506
- Reported beneficial owners
- 112
- Minimum commitment
- $17M
- Form D file number
- 021-420295
Form ADV 2068822 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SUMMA EQUITY FUND III (NO. 1) ABPrivate Equity Fund · Last reported Mar 30, 2026$438MGross asset value
Form D fundraising filings
Summa Equity Fund III (No. 1) AB
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
OHRLINGS PRICEWATERHOUSECOOPERS
PCAOB 1419
Fund details & source
- Fund ID
- 805-1104704948
- Reported beneficial owners
- 55
- Minimum commitment
- $17M
- Form D file number
- 021-420294
Form ADV 2068822 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SUMMA EQUITY FUND II (NO. 1) ABPrivate Equity Fund · Last reported Mar 30, 2026$216MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
OHRLINGS PRICEWATERHOUSECOOPERS
PCAOB 1419
Fund details & source
- Fund ID
- 805-4452889433
- Reported beneficial owners
- 40
- Minimum commitment
- $5.43M
- Form D file number
- 021-274470
Form ADV 2068822 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SUMMA EQUITY FUND I (NO. 2) ABPrivate Equity Fund · Last reported Mar 30, 2026$151MGross asset value
Form D fundraising filings
Summa Equity Fund I (No. 2) AB
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
OHRLINGS PRICEWATERHOUSECOOPERS
PCAOB 1419
Fund details & source
- Fund ID
- 805-2504294314
- Reported beneficial owners
- 23
- Minimum commitment
- $5.43M
- Form D file number
- 021-274470
Form ADV 2068822 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SUMMA EQUITY FUND II (NO. 2) ABPrivate Equity Fund · Last reported Mar 30, 2026$122MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
OHRLINGS PRICEWATERHOUSECOOPERS
PCAOB 1419
Fund details & source
- Fund ID
- 805-7854204300
- Reported beneficial owners
- 23
- Minimum commitment
- $5.43M
- Form D file number
- 021-274470
Form ADV 2068822 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SUMMA EQUITY FUND II (NO. 3) ABPrivate Equity Fund · Last reported Mar 30, 2026$104MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
OHRLINGS PRICEWATERHOUSECOOPERS
PCAOB 1419
Fund details & source
- Fund ID
- 805-2910234315
- Reported beneficial owners
- 36
- Minimum commitment
- $5.43M
- Form D file number
- 021-274470
Form ADV 2068822 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SUMMA EQUITY FUND I (NO. 1) ABPrivate Equity Fund · Last reported Mar 30, 2026$96MGross asset value
Form D fundraising filings
Summa Equity Fund I (No. 1) AB
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
OHRLINGS PRICEWATERHOUSECOOPERS
PCAOB 1419
Fund details & source
- Fund ID
- 805-8637524669
- Reported beneficial owners
- 28
- Minimum commitment
- $5.43M
- Form D file number
- 021-274469
Form ADV 2068822 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
BIRGER JARLSGATAN 27STOCKHOLM, STOCKHOLM, 111 45, Sweden
CRD 286140
Filing source
Form ADV 2068822 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.