Summa Equity
Stockholm, Stockholm, Sweden · CRD 286140
Private equity managerExempt reporting
Summa Equity is an exempt reporting adviser based in Stockholm, Stockholm, Sweden that reports managing 12 private funds on Form ADV, including 12 private equity funds. Its private funds hold $2.5 billion in gross assets.
- Regulatory assets under management
- —Form ADV Item 5.F
- Gross assets of private funds
- $2.5 billionAll private fund types, Form ADV
- Private funds managed
- 12PE 12 · VC 0 · hedge 0
- Employees
- —Form ADV Item 5.A
- Registration
- Exempt reporting adviserCRD 286140
- Latest Form ADV
- 03/30/2026Disciplinary disclosures: none reported
Private equity funds filing Form D (2)
Fund
First sale
Raised
Investors
Minimum
Offering
Summa Equity Overage (Z) AB
111 45 Stockholm, SwedenEmergingOffshore
First saleOct 2025
Raised$48.9M
Investors5
MinimumNone set
Offering506(b)
Summa Equity PSG (No.1) AB
Stockholm, SwedenOffshore
First sale—
Raised$0
Investors0
MinimumNone set
Offering506(b)
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
Private funds reported on Form ADV (9)
Fund
Gross assets
Minimum
Owners
Adviser
Summa Equity Fund II (No. 1) Ab
SwedenPrivate equity fund
Gross assets$609M
Minimum$5.0M
Owners35
AdviserSumma Equity
Summa Equity Fund III (No. 2) Ab
SwedenPrivate equity fund
Gross assets$530M
Minimum$22.1M
Owners106
AdviserSumma Equity
Summa Equity Fund II (No. 2) Ab
SwedenPrivate equity fund
Gross assets$488M
Minimum$5.0M
Owners23
AdviserSumma Equity
Summa Equity Fund I (No. 2) Ab
SwedenPrivate equity fund
Gross assets$240M
Minimum$5.0M
Owners23
AdviserSumma Equity
Summa Equity Fund III (No. 1) Ab
SwedenPrivate equity fund
Gross assets$209M
Minimum$22.1M
Owners55
AdviserSumma Equity
Summa Equity Fund I (No. 1) Ab
SwedenPrivate equity fund
Gross assets$153M
Minimum$5.0M
Owners28
AdviserSumma Equity
Summa Equity Fund II (No. 3) Ab
SwedenPrivate equity fund
Gross assets$149M
Minimum$5.0M
Owners36
AdviserSumma Equity
Summa Equity Fund I (No. 3) Ab
SwedenPrivate equity fund
Gross assets$73.6M
Minimum$5.0M
Owners27
AdviserSumma Equity
Summa Equity Fund III (No. 3) Ab
SwedenPrivate equity fund
Gross assets$45.5M
Minimum$22.1M
Owners68
AdviserSumma Equity
As reported in the adviser's Form ADV filed Mar 20, 2024. Funds also listed from Form D are shown above.
From SEC filings. Firm data comes from the SEC's Form ADV data. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures