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PORTIA INVESTMENT ADVSORS LTD
Legal name: PORTIA INVESTMENT ADVISORS LTD
CRD 164565File 801-78150
APPROVED
Filing as of Jul 2, 2024
Feed vintage Aug 17, 2026
Regulatory AUM
$1.3M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $1.3M
Clients
0
5 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jul 8, 2013
- Principal office
- 124 CITY ROAD, LONDON, EC1V 2NX
- Phone
- 447887998248
- Website
- http://WWW.SYMVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.3M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.3M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 5
- Total accounts
- 5
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $1.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.