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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

IPM INFORMED PORTFOLIO MANAGEMENT AB

CRD 158110

STOCKHOLM

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f4cd7f2b-d5b1-7eb5-1041-a64446079f30

Data as of Mar 25, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 20
On other graphs: 0
Observed: Mar 30, 2012 to Mar 25, 2021
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.5BItem 5.F on the latest filing (2021-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.5B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 62
Advisory employees: 32
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 6
SEC number: 801-72719
CRD: 158110
Filings on the tape: 24
First filed: Mar 30, 2012
Latest filed: Mar 25, 2021
Organised: Other (specify)

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
IPM GLOBAL CURRENCY MASTER FUND	Hedge Fund	$172M	Mar 30, 2012	3	Mar 30, 2012	dropped	n/a
IPM GLOBAL TAA MASTER FUND	Hedge Fund	$143M	Mar 30, 2012	23	Mar 30, 2012	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ABEL, STUART, SCOTT	CHIEF OPERATING OFFICER	Na	yes	03/2021	Mar 25, 2021	Mar 25, 2021
Abramson, Christoffer	BOARD DIRECTOR	Na	yes	02/2021	Mar 25, 2021	Mar 25, 2021
CA INVESTMENT AB	Shareholder	C	yes	12/2009	Sep 12, 2016	Mar 25, 2021
CA PLUSINVEST AB	Shareholder	C	yes	12/2009	Sep 12, 2016	Mar 25, 2021
CATELLA AB	Shareholder	D	yes	12/1992	Nov 10, 2014	Mar 25, 2021
CATELLA HOLDING AB	Shareholder	B	yes	12/2012	Dec 21, 2012	Mar 25, 2021
CATELLA HOLDING AB	Shareholder	C	yes	07/2014	Dec 21, 2012	Mar 25, 2021
CLAESSON & ANDERZEN AB	Shareholder	C	yes	12/2009	Sep 12, 2016	Mar 25, 2021
CLAESSON, PER, JOHAN	Shareholder	F	yes	05/2000	Sep 12, 2016	Mar 25, 2021
CLAESSON, PER, JOHAN	BOARD DIRECTOR	Na	yes	07/2020	Sep 12, 2016	Mar 25, 2021
ERICSSON, LARS, ERIK	CHAIRMAN OF THE BOARD OF DIRECTOR	Na	yes	12/2020	Mar 30, 2012	Mar 25, 2021
FRAYON, BRITTA, ELISABETH	CHIEF RISK OFFICER	Na	yes	01/2009	Mar 30, 2012	Mar 25, 2021
Hassel, Karl Arne, Ingmar	CHIEF EXECUTIVE OFFICER	Na	yes	07/2019	Jul 5, 2019	Mar 25, 2021
Houles, Serge, Jacques	CHIEF CLIENT OFFICER	Na	yes	11/2019	Jul 5, 2019	Mar 25, 2021
IPM INFORMED PORTFOLIO MANAGEMENT BV	Shareholder	E	yes	11/1998	Mar 30, 2012	Mar 25, 2021
OSTERBERG, BJORN, HENRIK	CHIEF INVESTMENT OFFICER	Na	yes	05/2008	Mar 30, 2012	Mar 25, 2021
OSTERLUND, MANS, PER JOHAN	CHIEF COMPLIANCE OFFICER	Na	yes	05/2015	Oct 19, 2015	Mar 25, 2021
VALTONEN, ERIK	BOARD DIRECTOR	Na	yes	12/2015	Feb 1, 2016	Mar 25, 2021
YOSEF, RUTH	BOARD DIRECTOR	Na	yes	02/2021	Mar 25, 2021	Mar 25, 2021

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
IPM GP	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
London	n/a	United Kingdom	5	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 25, 2021	$1.5B	$1.5B	62	32	1	n/a	n/a
2019	Mar 26, 2020	$3.4B	$3.4B	70	36	2	n/a	n/a
2018	Mar 28, 2019	$6.8B	$6.8B	63	31	2	n/a	n/a
2017	Mar 29, 2018	$3.5B	$3.5B	57	22	1	n/a	n/a
2016	Mar 31, 2017	$3.5B	$3.5B	46	20	n/a	n/a	n/a
2015	Mar 30, 2016	$3.2B	$3.2B	45	20	n/a	n/a	n/a
2014	Mar 31, 2015	$4.2B	$4.2B	45	20	n/a	n/a	n/a
2013	Apr 2, 2014	$4.2B	$4.2B	45	20	n/a	n/a	n/a
2012	Mar 28, 2013	$3.1B	$3.1B	40	20	n/a	n/a	n/a
2011	Mar 30, 2012	$7.3B	$7.3B	n/a	n/a	n/a	2	$315M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$1.5B	$3.4B	-56.0%	$3.5B	-25.0%	62	70	1	2

Relationships

Controls (17)

← ERICSSON, LARS, ERIKOwnerCHAIRMAN OF THE BOARD OF DIRECTOR, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← FRAYON, BRITTA, ELISABETHOwnerCHIEF RISK OFFICER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← OSTERBERG, BJORN, HENRIKOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← OSTERLUND, MANS, PER JOHANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 19, 2015 to presentfactForm ADV
← VALTONEN, ERIKOwnerBOARD DIRECTOR, ownership code NA, individual
Feb 1, 2016 to presentfactForm ADV
← CLAESSON, PER, JOHANOwnerSHAREHOLDER, ownership code F, individual
Sep 12, 2016 to presentfactForm ADV
← Hassel, Karl Arne, IngmarOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Jul 5, 2019 to presentfactForm ADV
← Houles, Serge, JacquesOwnerCHIEF CLIENT OFFICER, ownership code NA, individual
Jul 5, 2019 to presentfactForm ADV
← YOSEF, RUTHOwnerBOARD DIRECTOR, ownership code NA, individual
Mar 25, 2021 to presentfactForm ADV
← Abramson, ChristofferOwnerBOARD DIRECTOR, ownership code NA, individual
Mar 25, 2021 to presentfactForm ADV
← ABEL, STUART, SCOTTOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 25, 2021 to presentfactForm ADV
← CA INVESTMENT ABOwnerSHAREHOLDER, ownership code C, foreign entity
Sep 12, 2016 to presentfactForm ADV
← CA PLUSINVEST ABOwnerSHAREHOLDER, ownership code C, foreign entity
Sep 12, 2016 to presentfactForm ADV
← CATELLA ABOwnerSHAREHOLDER, ownership code D, foreign entity
Nov 10, 2014 to presentfactForm ADV
← CATELLA HOLDING ABOwnerSHAREHOLDER, ownership code C, foreign entity
Dec 21, 2012 to presentfactForm ADV
← CLAESSON & ANDERZEN ABOwnerSHAREHOLDER, ownership code C, foreign entity
Sep 12, 2016 to presentfactForm ADV
← IPM INFORMED PORTFOLIO MANAGEMENT BVOwnerSHAREHOLDER, ownership code E, foreign entity
Mar 30, 2012 to presentfactForm ADV

Advises (2)

→ IPM GLOBAL TAA MASTER FUNDPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2012factForm ADV
→ IPM GLOBAL CURRENCY MASTER FUNDPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2012factForm ADV

Dated events

Occurred
Mar 25, 2021
Regulatory AUM changed
Ipm Informed Portfolio Management Ab reported RAUM $1.5B, down 56% from $3.4B (2020-10-05 to 2021-03-25)
Form ADVobserved 5 days ago
$-1.9B
Occurred
Mar 25, 2021
Control person left
Anders Mikael Jan Lindell (Chairman Of The Board) no longer on Schedule A of Ipm Informed Portfolio Management Ab (listed 2020-10-05, absent 2021-03-25)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2021
Control person left
Magnus Johan Dahlquist (Board Director) no longer on Schedule A of Ipm Informed Portfolio Management Ab (listed 2020-10-05, absent 2021-03-25)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2021
Control person left
Andris Jan Birkmanis (Chief Operating Officer) no longer on Schedule A of Ipm Informed Portfolio Management Ab (listed 2020-10-05, absent 2021-03-25)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2021
Control person joined
Christoffer Abramson (Board Director) appeared on Schedule A of Ipm Informed Portfolio Management Ab
Form ADVobserved 5 days ago
Occurred
Mar 25, 2021
Control person joined
Ruth Yosef (Board Director) appeared on Schedule A of Ipm Informed Portfolio Management Ab
Form ADVobserved 5 days ago
Occurred
Mar 25, 2021
Control person joined
Scott Stuart Abel (Chief Operating Officer) appeared on Schedule A of Ipm Informed Portfolio Management Ab
Form ADVobserved 5 days ago
Occurred
Oct 5, 2020
Control person left
Ivan Fredrik Norlander (General Counsel) no longer on Schedule A of Ipm Informed Portfolio Management Ab (listed 2020-07-13, absent 2020-10-05)
Form ADVobserved 5 days ago
Occurred
Jul 13, 2020
Control person left
Sven Paul Erik Kjellgren (Board Director) no longer on Schedule A of Ipm Informed Portfolio Management Ab (listed 2020-03-26, absent 2020-07-13)
Form ADVobserved 5 days ago
Occurred
Jul 13, 2020
Control person joined
Erik Lars Ericsson (Board Director) appeared on Schedule A of Ipm Informed Portfolio Management Ab
Form ADVobserved 5 days ago
Occurred
Mar 26, 2020
Regulatory AUM changed
Ipm Informed Portfolio Management Ab reported RAUM $3.4B, down 51% from $6.8B (2019-12-17 to 2020-03-26)
Form ADVobserved 5 days ago
$-3.5B
Occurred
Dec 17, 2019
Control person left
Arill Knut Pedersen (Board Director) no longer on Schedule A of Ipm Informed Portfolio Management Ab (listed 2019-12-04, absent 2019-12-17)
Form ADVobserved 5 days ago
Occurred
Dec 4, 2019
Control person joined
Andris Jan Birkmanis (Chief Operating Officer) appeared on Schedule A of Ipm Informed Portfolio Management Ab
Form ADVobserved 5 days ago
Occurred
Dec 4, 2019
Control person left
Erik Lars Ericsson (Senior Advisor) no longer on Schedule A of Ipm Informed Portfolio Management Ab (listed 2019-07-05, absent 2019-12-04)
Form ADVobserved 5 days ago
Occurred
Dec 4, 2019
Control person left
Stefan Daniel Per Detlof (Chief Operating Officer) no longer on Schedule A of Ipm Informed Portfolio Management Ab (listed 2019-07-05, absent 2019-12-04)
Form ADVobserved 5 days ago
Occurred
Jul 5, 2019
Control person left
Johan Philip Sixten Carl Nordenfalk (Board Director) no longer on Schedule A of Ipm Informed Portfolio Management Ab (listed 2019-03-28, absent 2019-07-05)
Form ADVobserved 5 days ago
Occurred
Jul 5, 2019
Control person joined
Ingmar Karl Arne Hassel (Chief Executive Officer) appeared on Schedule A of Ipm Informed Portfolio Management Ab
Form ADVobserved 5 days ago
Occurred
Jul 5, 2019
Control person joined
Arill Knut Pedersen (Board Director) appeared on Schedule A of Ipm Informed Portfolio Management Ab
Form ADVobserved 5 days ago
Occurred
Jul 5, 2019
Control person joined
Jacques Serge Houles (Head Of Client Portfolio Management) appeared on Schedule A of Ipm Informed Portfolio Management Ab
Form ADVobserved 5 days ago
Occurred
Mar 28, 2019
Regulatory AUM changed
Ipm Informed Portfolio Management Ab reported RAUM $6.8B, up 95% from $3.5B (2018-10-31 to 2019-03-28)
Form ADVobserved 5 days ago
$3.3B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f4cd7f2b-d5b1-7eb5-1041-a64446079f30
First observed: Mar 30, 2012
Last observed: Mar 25, 2021 66 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

IPM INFORMED PORTFOLIO MANAGEMENT AB

CRD 158110

STOCKHOLM

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f4cd7f2b-d5b1-7eb5-1041-a64446079f30

Data as of Mar 25, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:55 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

IPM GLOBAL CURRENCY MASTER FUND

Hedge Fund

$172M

Mar 30, 2012

dropped

n/a

IPM GLOBAL TAA MASTER FUND

Hedge Fund

$143M

Mar 30, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ABEL, STUART, SCOTT

CHIEF OPERATING OFFICER

yes

03/2021

Mar 25, 2021

Abramson, Christoffer

BOARD DIRECTOR

yes

02/2021

Mar 25, 2021

CA INVESTMENT AB

Shareholder

yes

12/2009

Sep 12, 2016

Mar 25, 2021

CA PLUSINVEST AB

Shareholder

yes

12/2009

Sep 12, 2016

Mar 25, 2021

CATELLA AB

Shareholder

yes

12/1992

Nov 10, 2014

Mar 25, 2021

CATELLA HOLDING AB

Shareholder

yes

12/2012

Dec 21, 2012

Mar 25, 2021

CATELLA HOLDING AB

Shareholder

yes

07/2014

Dec 21, 2012

Mar 25, 2021

CLAESSON & ANDERZEN AB

Shareholder

yes

12/2009

Sep 12, 2016

Mar 25, 2021

CLAESSON, PER, JOHAN

Shareholder

yes

05/2000

Sep 12, 2016

Mar 25, 2021

CLAESSON, PER, JOHAN

BOARD DIRECTOR

yes

07/2020

Sep 12, 2016

Mar 25, 2021

ERICSSON, LARS, ERIK

CHAIRMAN OF THE BOARD OF DIRECTOR

yes

12/2020

Mar 30, 2012

Mar 25, 2021

FRAYON, BRITTA, ELISABETH

CHIEF RISK OFFICER

yes

01/2009

Mar 30, 2012

Mar 25, 2021

Hassel, Karl Arne, Ingmar

CHIEF EXECUTIVE OFFICER

yes

07/2019

Jul 5, 2019

Mar 25, 2021

Houles, Serge, Jacques

CHIEF CLIENT OFFICER

yes

11/2019

Jul 5, 2019

Mar 25, 2021

IPM INFORMED PORTFOLIO MANAGEMENT BV

Shareholder

yes

11/1998

Mar 30, 2012

Mar 25, 2021

OSTERBERG, BJORN, HENRIK

CHIEF INVESTMENT OFFICER

yes

05/2008

Mar 30, 2012

Mar 25, 2021

OSTERLUND, MANS, PER JOHAN

CHIEF COMPLIANCE OFFICER

yes

05/2015

Oct 19, 2015

Mar 25, 2021

VALTONEN, ERIK

BOARD DIRECTOR

yes

12/2015

Feb 1, 2016

Mar 25, 2021

YOSEF, RUTH

BOARD DIRECTOR

yes

02/2021

Mar 25, 2021

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

IPM GP

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

London

n/a

United Kingdom

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 25, 2021

$1.5B

n/a

2019

Mar 26, 2020

$3.4B

n/a

2018

Mar 28, 2019

$6.8B

n/a

2017

Mar 29, 2018

$3.5B

n/a

2016

Mar 31, 2017

$3.5B

n/a

2015

Mar 30, 2016

$3.2B

n/a

2014

Mar 31, 2015

$4.2B

n/a

2013

Apr 2, 2014

$4.2B

n/a

2012

Mar 28, 2013

$3.1B

n/a

2011

Mar 30, 2012

$7.3B

n/a

$315M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$1.5B

$3.4B

-56.0%

$3.5B

-25.0%