SUMMA SAFI was established in 2007. The following year, the SUMMA Mezzanine Fund was successfully launched, raising US$67 million from local pension funds (AFPs). This was the first mezzanine debt fund in Peru. The fund made four investments in different economic sectors and subsequently divested in an orderly manner, a process that concluded in 2023 with the liquidation of the fund..
SUMMA SAFI was commissioned in 2016 to manage the fund, liquidate the investment portfolio received (3 investments), and then liquidate the fund. Two investments were sold in 2016 – 2017, and at the end of 2017, SUMMA successfully accomplished the divestment in Sunshine, the final investment in the fund, after which the fund was liquidated in 2018.