Portia Investment Advisors Ltd is an adviser based in London. It manages $250 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2013.
Portia Investment Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Portia Investment Advisors Ltd is $250 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -95% since the beginning of its operation, and $250 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Portia Investment Advisors Ltd for their services and products based on a percentage of assets under management. 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.
The only and largest group of clients of Portia Investment Advisors is high net worth individuals with 1 clients and $250 thousand of assets under management. Among the 2 most similar advisory firms, Portia Investment Advisors has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $250 thousand for 1 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.
Portia Investment Advisors doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone 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.
The principal office where Portia Investment Advisors Ltd performs its advisory services is located at 3 8 Bolsover Street, London, W1 W 6 Ab The mailing address of the firm is Olsanska 2643 / 1 A, Praha 3, 13000. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 442032872690. The normal business hours are 9am - 5pm on Monday - Friday.