Summa Equity AB - Assets, Funds, Holdings
Total AUM ($)
1.0 0.8 0.6 0.4 0.2 0.0 2010 2015 2021 2027
Type
Form D Funds
Date
Sold
AUM
PE
Summa Circular No 1 AB
2025-03-31
19.6 M
PE
Summa Circular No 2 AB
2025-03-31
30.2 M
PE
Summa Circular No 3 AB
2025-03-31
31.8 M
PE
Summa Equity Fund III No 1 AB
[2022-03-31]
187.8 M
438.5 M
Filed 2021-11-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE
Summa Equity Fund III No 2 AB
[2022-03-31]
240.5 M
1,112.2 M
Filed 2021-11-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE
Summa Equity Fund III No 3 AB
2022-03-31
95.5 M
PE
Summa Equity Fund II No 1 AB
[2020-03-30]
61.0 M
216.2 M
Filed 2016-12-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $217,171 · Revenue Decline to Disclose
PE
Summa Equity Fund II No 2 AB
[2020-03-30]
61.0 M
122.5 M
Filed 2016-12-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $217,171 · Revenue Decline to Disclose
PE
Summa Equity Fund II No 3 AB
[2020-03-30]
61.0 M
103.8 M
Filed 2016-12-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $217,171 · Revenue Decline to Disclose
PE
Summa Equity Fund I No 3 AB
[2018-03-29]
61.0 M
46.3 M
Filed 2016-12-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $217,171 · Revenue Decline to Disclose
View All
AUM Breakdown
Accounts
AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals)
0
0.0
(b) Individuals (high net worth individuals)
0
0.0
(c) Banking or thrift institutions
0
0.0
(d) Investment companies
0
0.0
(e) Business development companies
0
0.0
(f) Pooled investment vehicles
0
0.0
(g) Pension and profit sharing plans
0
0.0
(h) Charitable organizations
0
0.0
(i) State or municipal government entities
0
0.0
(j) Other investment advisers
0
0.0
(k) Insurance companies
0
0.0
(l) Sovereign wealth funds and foreign official institutions
0
0.0
(m) Corporations or other businesses not listed above
0
0.0
(n) Other
0
0.0
Total
0
0.0
By Discretionary
Discretionary
0
0.0
Non-Discretionary
0
0.0
Total
0
0.0
By Non-United States Persons
Non-United States Persons
0.0
United States Persons
0.0
Total
0
0.0
Firm Profile (Form ADV)
Fund Types Private Equity
LEI 636700ZHXY39STQYLL20
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False
328293269