# Portia Investment Advsors Ltd

> 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.

- CRD: 164565
- Filed as: PORTIA INVESTMENT ADVSORS LTD
- Legal name: Portia Investment Advisors Ltd
- Also doing business as: PORTIA CAPITAL, PORTIA INVESTMENT ADVISORS LTD, SYMFONIE INVESTMENT ADVISORS LTD
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: July 2, 2024
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164565
- AdvisorCensus page: https://advisorcensus.com/firm/portia-investment-advsors-ltd-london-164565

## Quick answers

**How is Portia Investment Advsors Ltd compensated?**
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.

**Where is Portia Investment Advsors Ltd located?**
Portia Investment Advsors Ltd's principal office is in London, United Kingdom, according to its Form ADV.

**Is Portia Investment Advsors Ltd registered with the SEC or a state?**
Portia Investment Advsors Ltd is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 164565.

**How much does Portia Investment Advsors Ltd manage?**
Portia Investment Advsors Ltd reports $1,250,000 in regulatory assets under management in its Form ADV filing dated July 2, 2024 (0% discretionary).

**How have Portia Investment Advsors Ltd's assets and staff changed since 2021?**
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.

**Does Portia Investment Advsors Ltd report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $1,250,000
- Discretionary: $0
- Non-discretionary: $1,250,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $1,250,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [symvest.com](https://symvest.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,250,000 | 1 | August 28, 2021 |
| October 2022 | $1,250,000 | 1 | August 28, 2021 |
| October 2023 | $1,250,000 | 1 | August 28, 2021 |
| October 2024 | $1,250,000 | 1 | July 2, 2024 |
| October 2025 | $1,250,000 | 1 | July 2, 2024 |
| October 2026 | $1,250,000 | 1 | July 2, 2024 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Portia Investment Advsors Ltd (CRD 164565): Form ADV filing data as of October 2026.