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Penser Erik Fondkommission Ab (Stockholm (Sweden))


Penser Erik Fondkommission Ab is an adviser based in Stockholm (Sweden). It manages $20 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2002.

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Penser Erik Fondkommission Ab provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Penser Erik Fondkommission Ab: assets under management

The assets under management (AUM) of Penser Erik Fondkommission Ab is $20 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $20 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $200 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Penser Erik Fondkommission Ab for their services and products based on a percentage of assets under management, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Erik N W Penser Owner 1 Mar 1994 75% - 100% 4500334

Based in Stockholm (Sweden)

The principal office where Penser Erik Fondkommission Ab performs its advisory services is located at Biblioteksgatan 9, Stockholm (Sweden), Se 10391 The mailing address of the firm is P.O Box 7405, Stockholm, Se 10391. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 46-8-4638000 or by fax 46-8-6788033. The normal business hours are 9am-5pm, local time on Monday - Friday. You can find more information about the New York firm at www.penser.se.


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