Portfoliometrix Asset Management Ltd
Portfoliometrix Asset Management Ltd is an active company incorporated on 9 November 2010 with the registered office located in London, Greater London. Portfoliometrix Asset Management Ltd was registered 15 years ago.
Status
Active
Active since 13 years ago
Company No
07434014
Private limited company
Age
15 years
Incorporated 9 November 2010
Size
Small
Turnover is under £15M
Balance sheet is under £7.5M
Confirmation
Submitted
Dated 9 November 2025 (2 months ago)
Next confirmation dated 9 November 2026
Due by 23 November 2026 (10 months remaining)
Last change occurred 8 years ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2024 (1 year)
Accounts type is Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (8 months remaining)
Shareholders, PSCs & Group Structure
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Brands
PortfolioMetrix is an investment manager that supports independent financial advisers.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec ⟶ 31 Dec 2024
Traded for 12 months
Cash in Bank
£1.03M
Decreased by £102.23K (-9%)
Turnover
£5.72M
Increased by £856.22K (+18%)
Employees
8
Increased by 1 (+14%)
Total Assets
£1.66M
Decreased by £125.85K (-7%)
Total Liabilities
-£1.02M
Increased by £140.49K (+16%)
Net Assets
£638.01K
Decreased by £266.34K (-29%)
Debt Ratio (%)
62%
Increased by 12.2% (+25%)
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Repayment History
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