| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 07/10/2025 |
| ADV Location | STOCKHOLM, Sweden |
| Contact Info | +46 xxxxxxx |
| Websites |
| AUM* | 4,277,000,000 35% |
| of that, discretionary | 4,099,000,000 35% |
| Number of Employees | 30 36% |
| of those in investment advisory functions | 17 -23% |
| Private Fund GAV* | 0 |
| Avg Account Size | 354,555 38% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Pooled investment vehicles
- Sovereign wealth funds and foreign official institutions
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds