Form D · Private Equity Fund

Summa Equity Fund III (No. 2) AB

Stockholm, V7 · CIK 0001892196

Offering snapshot reported Nov 8, 2021 · SEC filing

Reported sold
$240M
Indefinite offering
Investors reported
8
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 22, 2021
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 8, 2021Initial$240,464,118No comparison8SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0
Form D file number
021-420295
FUND IS DENOMINATED IN EUROS. TOTAL AMOUNT SOLD IS 206,682,250 EUROS. ALL OFFERING AND SALES AMOUNTS IN ITEMS 13 AND 14 INCLUDE US SALES ONLY AND ARE BASED ON THE APPLICABLE CONVERSION RATE.
THE TOTAL AMOUNT OF SALES COMMISSIONS DUE WILL BE DETERMINED AT THE FINAL CLOSING OF THE FUND.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
REDE PARTNERS LLPNoneGROWTH CAPITAL SERVICES, INC. · CRD 124658

Source: Form D, filed Nov 8, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

SUMMA EQUITY FUND III (NO. 2) AB

Investment adviser: SUMMA EQUITY AB

Gross asset value
$1.11B
Beneficial owners
112
ADV minimum commitment
$17M

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GOT YOUR BACK FUND SERVICES AB STOCKHOLM, Sweden Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor OHRLINGS PRICEWATERHOUSECOOPERS STOCKHOLM, Sweden
Custodian GOT YOUR BACK DEPOSITARY SERVICES AB STOCKHOLM, Sweden Related to adviser: No
Custodian NORDEA BANK ABP STOCKHOLM, Sweden Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

OHRLINGS PRICEWATERHOUSECOOPERS
PCAOB 1419

Filing source

Form ADV 2068822 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-1182611506

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Gisle Gluck Evensen Executive
Martin Gjolme Executive
Reynir Indahl Executive
Christian Melby Executive
Tommi Unkuri Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Summa Equity Ab David Bagares Gata 3
Stockholm, V7, SE-111 38