# Summa Equity

> Summa Equity is an exempt reporting adviser in Stockholm, Stockholm, Sweden, filing reports since 2016. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 286140
- Filed as: SUMMA EQUITY
- Legal name: Summa Equity AB
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Stockholm, Stockholm, Sweden
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286140
- AdvisorCensus page: https://advisorcensus.com/firm/summa-equity-stockholm-stockholm-286140

## Quick answers

**Where is Summa Equity located?**
Summa Equity's principal office is in Stockholm, Stockholm, Sweden, according to its Form ADV.

**How does Summa Equity report to regulators?**
Summa Equity is an exempt reporting adviser, filing reports since 2016. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 286140.

**Does Summa Equity report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/286140

**What changed in Summa Equity's recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Firm details
- Reporting since: 2016 (9 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- summaequity.com
- Facebook @SUMMAEQUITY
- Instagram @summaequity
- LinkedIn @SUMMA-EQUITY
- X @SUMMAEQUITY

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 24, 2021 |
| October 2022 | Not reported | Not reported | March 31, 2022 |
| October 2023 | Not reported | Not reported | March 31, 2023 |
| October 2024 | Not reported | Not reported | March 20, 2024 |
| October 2025 | Not reported | Not reported | March 31, 2025 |
| October 2026 | Not reported | Not reported | March 30, 2026 |


## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Summa Equity (CRD 286140): Form ADV filing data as of October 2026.