Summa Equity Overage (Z) AB
Summa Equity Overage (Z) AB is a private equity fund based in 111 45 Stockholm, Sweden. According to its most recent Form D, filed Nov 17, 2025, it has sold $48,875,000 of interests to 5 investors since its first sale in Oct 2025. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Martin Sjolund.
- Total raised
- $48,875,000Cumulative sales reported on Form D
- Investors
- 5
- First sale
- Oct 22, 2025
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Martin Sjolund
- Latest Form D
- Nov 17, 2025
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Summa Equity Overage (Z) AB
What is the minimum investment for Summa Equity Overage (Z) AB?
Summa Equity Overage (Z) AB's latest Form D, filed Nov 17, 2025, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Summa Equity Overage (Z) AB?
Summa Equity Overage (Z) AB is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Summa Equity Overage (Z) AB raised?
Summa Equity Overage (Z) AB reports $48,875,000 sold from 5 investors on its Form D filed Nov 17, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Summa Equity Overage (Z) AB based?
Summa Equity Overage (Z) AB is based in 111 45 Stockholm, Sweden and is managed by Summa Equity.
When did Summa Equity Overage (Z) AB launch?
Summa Equity Overage (Z) AB reports its first sale in Oct 2025, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private equity fund
Raised more than 74% of the 31 private equity funds based in Sweden, and more than 63% of all 9,142 that report sales.