Ipm Informed Portfolio Management Ab (Stockholm)

Name: Ipm Informed Portfolio Management Ab
Address: Master Samuelsgatan 6, Stockholm, Se 11144
Telephone: +46 82 0 1929

Ipm Informed Portfolio Management Ab is a large advisory firm based in Stockholm. It manages $6.82 billion of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of New York.

Ipm Informed Portfolio Management Ab provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ipm Informed Portfolio Management Ab: assets under management

The assets under management (AUM) of Ipm Informed Portfolio Management Ab is $6.82 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -16% since the beginning of its operation, and $6.39 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $6.82 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $400.97 million each.

Investments

The firm invests in exchange traded securities the most. They account for 88% of the total AUM. The second-largest asset type is government bonds, which make up 7% of the firm’s portfolio. Investments in cash and cash equivalents form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ipm Informed Portfolio Management Ab for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Lars Fredrik Wingren serves?

The only and largest group of clients of Lars Fredrik Wingren is pooled investment vehicles with 18 clients and $4.34 billion of assets under management. Among the 9 most similar advisory firms, Ipm Informed Portfolio Management Ab has the 5th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $4.34 billion for 18 clients. 79% of the firm’s clients are foreign persons or businesses.

Ipm Informed Portfolio Management Ab doesn't advise any private funds.

Careers at Ipm Informed Portfolio Management Ab

The company employs 63 people that are either part- or full-time employees. 49 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Lars Fredrik Wingren has been acting as President since 1 Dec 2004. Lars Erik Ericsson joined the executive team most recently as the Senior Advisor.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ipm Informed Portfolio Management Bv	Shareholder	1 Nov 1998	75% - 100%	33200827
Lars Fredrik Wingren	Director	1 Dec 2004	Other	5937725
Ulf Ake Hjalmar Wissen	Board director	1 Jun 2006	Other	2375050
Per Stefan Daniel Detlof	Executive director	1 Jan 2008	Other	5937692
Magnus Eric Henrik Hagerborn	Managing director	1 Jan 2008	Other	5937705
Johan Mattias Kristoffer Jansson	Associate director	1 Feb 2008	Other	5937707
Alexandros Gioulekas	Managing director	1 Feb 2008	Other	5937648
Bjorn Henrik Osterberg	Managing director	1 May 2008	Other	5937727
Martin Eduard Jacob Mansson	Executive director & board director	1 May 2008	Other	5937715
Lars Erik Ericsson	Ceo	1 Aug 2008	Other	5937696
Jamil Ismail	Managing director	1 Aug 2008	Other	5937655
Britta Elisabeth Frayon	Managing director	1 Jan 2009	Other	5937701
Igor Yelnik	Managing director	1 Feb 2009	Other	5937651
Johan Magnus Dahlquist	Board director	1 Jul 2009	Other	5937689
Anna Elisabeth Camilla Melander Gustafsson	Managing director, head of legal and chief compliance officer	1 Feb 2011	Other	5937717
Jan Anders Mikael Lindell	President	1 May 2011	Other	5937712
Simon Lindfors	Chairman of the board	1 May 2011	Other	5937652
Jonas Curt Olov Rinne	Board director	1 Oct 2011	Other	5929413
Lars Johan Ericsson	Board director	1 Dec 2011	Other	6048079
Catella Holding Ab	Shareholder	1 Dec 2012	Other	n/a
Helene Elisabeth Lundstedt	Head of compliance/chief compliance officer	1 Mar 2013	Other	6176473
Fredrik Ivan Norlander	Head of legal and acting chief compliance officer	1 May 2013	Other	6250064
Knut Arill Pedersen	Director	1 Mar 2014	Other	6316409
Mans Per Johan Osterlund	Chief compliance officer	1 May 2014	Other	6515632
Serge Jacques Houles	Head of client portfolio management	1 Jun 2014	Other	7149495
Mans Per Johan Osterlund	Chief compliance officer	1 May 2015	Other	6515632
Per Anders Stefan Nydahl	Chief executive officer	1 Jun 2015	Other	6557280
Carl Johan Philip Sixten Nordenfalk	Board director	1 Dec 2015	Other	6603650
Erik Sven Paul Kjellgren	Board director	1 Dec 2015	Other	6603653
Erik Valtonen	Board director	1 Dec 2015	Other	6603656
Knut Arill Pedersen	Board director	1 Jun 2019	Other	6316409
Lars Erik Ericsson	Senior advisor	1 Jul 2019	Other	5937696
Karl Arne Ingmar Hassel	Chief executive officer	1 Jul 2019	Other	7149190

Indirect Owners

The SEC currently registers 10 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Catella Ab	Shareholder	1 Dec 1992	25% - 50%	n/a
Claesson & Anderzen	Shareholder	1 Dec 1992	25% - 50%	n/a
Jonas Curt Olov Rinne	Shareholder	1 Nov 1998	25% - 50%	5929413
Per Johan Claesson	Shareholder	1 May 2000	25% - 50%	6705715
Wellsford Sarl	Shareholder	1 Dec 2008	25% - 50%	n/a
Lowell Sa Spf	Shareholder	1 Dec 2008	75% - 100%	n/a
Ca Plusinvest Ab	Shareholder	1 Dec 2009	25% - 50%	n/a
Ca Investment Ab	Shareholder	1 Dec 2009	75% - 100%	n/a
Claesson & Anderzen Ab	Shareholder	1 Dec 2009	75% - 100%	n/a
Catella Holding Ab	Shareholder	1 Jul 2014	25% - 50%	n/a

Based in Stockholm

The principal office where Ipm Informed Portfolio Management Ab performs its advisory services is located at Master Samuelsgatan 6, Stockholm, Se 11144, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +46 82 0 1929 or by fax +46 85 068 5951. The normal business hours are 8am - 5pm central european time on Monday - Friday. You can find more information about the New York firm at ipm.se.