{
  "crd_number": 164565,
  "slug": "portia-investment-advsors-ltd-london-164565",
  "primary_business_name": "PORTIA INVESTMENT ADVSORS LTD",
  "legal_name": "PORTIA INVESTMENT ADVISORS LTD",
  "dbas": [
    "PORTIA CAPITAL",
    "PORTIA INVESTMENT ADVISORS LTD",
    "SYMFONIE INVESTMENT ADVISORS LTD"
  ],
  "city": "London",
  "state": null,
  "country": "United Kingdom",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-07-08",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2024-07-02",
  "carried_forward": false,
  "raum_total": 1250000.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 1250000.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 1250000.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://symvest.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164565",
  "city_as_filed": "LONDON",
  "url": "https://advisorcensus.com/firm/portia-investment-advsors-ltd-london-164565",
  "display_name": "Portia Investment Advsors Ltd",
  "summary": "Portia Investment Advsors Ltd is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 2, 2024.",
  "citation": "AdvisorCensus. Portia Investment Advsors Ltd (CRD 164565): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Portia Investment Advsors Ltd compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Portia Investment Advsors Ltd reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Portia Investment Advsors Ltd located?",
      "a": "Portia Investment Advsors Ltd's principal office is in London, United Kingdom, according to its Form ADV."
    },
    {
      "q": "Is Portia Investment Advsors Ltd registered with the SEC or a state?",
      "a": "Portia Investment Advsors Ltd is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 164565."
    },
    {
      "q": "How much does Portia Investment Advsors Ltd manage?",
      "a": "Portia Investment Advsors Ltd reports $1,250,000 in regulatory assets under management in its Form ADV filing dated July 2, 2024 (0% discretionary)."
    },
    {
      "q": "How have Portia Investment Advsors Ltd's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Portia Investment Advsors Ltd: Regulatory assets under management: $1,250,000 in the October 2021 data and $1,250,000 in the October 2026 data, unchanged. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Portia Investment Advsors Ltd report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164565"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1250000.0,
      "total_employees": 1,
      "filing_date": "2021-08-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1250000.0,
      "total_employees": 1,
      "filing_date": "2021-08-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1250000.0,
      "total_employees": 1,
      "filing_date": "2021-08-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1250000.0,
      "total_employees": 1,
      "filing_date": "2024-07-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1250000.0,
      "total_employees": 1,
      "filing_date": "2024-07-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1250000.0,
      "total_employees": 1,
      "filing_date": "2024-07-02"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/portia-investment-advsors-ltd-london-164565.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 1250000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164565",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}