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Summa Equity: investment adviser
Summa Equity Ab, doing business as Summa Equity, is an investment adviser registered with the SEC (file 802-108882, CRD 286140). What it reports on Form ADV: assets and clients, fees, owners, disciplinary history and its client brochure. From the SEC's Investment Adviser Public Disclosure site; read Oct 21, 2026.
- Assets managed
- –
- Discretionary
- –
- Accounts
- –
- Employees
- –
- In advisory roles
- –
- Disclosures
- 0
Company page · SEC adviser record · Full Form ADV (PDF)
The firm reports no custody of client cash or securities.
Form ADV Part 1A, Item 5, as filed on the SEC Investment Adviser Public Disclosure site; read Oct 21, 2026.
Who owns it
Schedule A lists direct owners of 5% or more (and officers who own a stake); Schedule B lists the owners of those owners.
Direct owners (Schedule A)
| Owner | Type | Role | Stake | Since | Control | Public company |
|---|---|---|---|---|---|---|
| Summa Equity Holding Ab | Company (outside the U.S.) | Shareholder | D 50% to 75% | Nov 2017 | Yes | |
| Reynir Kjaer Indahl | Person | Chair of the board of directors, founder, managing partner | C 25% to 50% | Aug 2020 | Yes | |
| Christian Melby | Person | Partner | B 10% to 25% | Dec 2016 | Yes | |
| Summa Stiftelsen | Company (outside the U.S.) | Shareholder | B 10% to 25% | Jun 2016 | Yes | |
| Tommi Markus Unkuri | Person | Owner | A 5% to 10% | Jun 2016 |
Form ADV reports ownership in bands, not exact stakes: A means 5% to 10%, B 10% to 25%, C 25% to 50%, D 50% to 75%, E 75% or more. F marks a general partner, trustee or managing member, a role that controls the firm without a percentage. Owners of less than 5% are not listed.
Form ADV Schedules A and B, via the SEC Investment Adviser Public Disclosure site.
Disciplinary history
The firm answered No to every disciplinary question on Form ADV (Item 11).
The brochure
No brochure text was read for this firm.
Form ADV Part 2A, via the SEC Investment Adviser Public Disclosure site.