WHARTON ASSET MANAGEMENT UK LLP
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Next accounts due
2027-09-30 (in 1y)
Last filed for 2025-12-31
Confirmation statement due
2027-04-04 (in 11mo)
Last made up 2026-03-21
Watchouts
None on the register
Cash
£124K
+1% vs 2024
Net assets
£169K
+0.2% vs 2024
Employees
2
0% vs 2024
Profit before tax
—
Period ending 2025-12-31
Name history
Renamed 2 times since incorporation
- WHARTON ASSET MANAGEMENT UK LLP 2008-02-29 → present
- WHARTON ASSET MANAGEMENT GB LLP 2007-03-23 → 2008-02-29
- WHARTON ASSET MANAGEMENT SERVICES LIMITED LIABILITYPARTNERSHIP 2007-03-21 → 2007-03-23
Net assets
2-year trend · vs Unclassified median
Accounts
2-year trend · latest reflected 2025-12-31
| Metric | Trend | 2024-12-31 | 2025-12-31 |
|---|---|---|---|
| Turnover | £435,428 | £445,579 | |
| Operating profit | -£1,364 | -£1,243 | |
| Profit before tax | — | — | |
| Net profit | £467 | £379 | |
| Cash | £122,386 | £123,662 | |
| Total assets less current liabilities | — | — | |
| Net assets | £168,138 | £168,517 | |
| Equity | £168,138 | £168,517 | |
| Average employees | 2 | 2 | |
| Wages | — | — |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2024-12-31 | 2025-12-31 |
|---|---|---|---|
| Operating margin | -0.3% | -0.3% | |
| Net margin | 0.1% | 0.1% | |
| Current ratio | 1.43x | 1.55x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- RSM UK Audit LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“In auditing the financial statements, we have concluded that the members' use of the going concern basis of accounting in the preparation of the financial statements is appropriate. Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the limited liability partnership's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
2 active · 1 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| SALEM, Maurice Moussy | Llp Designated Member | 2007-03-21 | Jan 1970 | — |
| JADA UK LIMITED | Corporate Llp Designated Member | 2012-02-16 | — | — |
Show 1 resigned officer
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| WHARTON ASSET MANAGEMENT UK LIMITED | Corporate Llp Designated Member | 2007-03-21 | 2012-02-16 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Mr Maurice Moussy Salem | Individual | significant-influence-or-control-limited-liability-partnership | 2016-04-06 | Active |
Filing timeline
Last 20 of 56 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-05-02 | AA | accounts | Accounts with accounts type full | |
| 2026-03-23 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-09-17 | AA | accounts | Accounts with accounts type full | |
| 2025-04-17 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-04-29 | AA | accounts | Accounts with accounts type full | |
| 2024-04-07 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-05-12 | AA | accounts | Accounts with accounts type full | |
| 2023-04-16 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-05-20 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-04-27 | AA | accounts | Accounts with accounts type full | |
| 2021-05-07 | LLCH01 | officers | Change person member limited liability partnership with name change date | |
| 2021-05-07 | LLPSC04 | persons-with-significant-control | Change to a person with significant control limited liability partnership | |
| 2021-05-07 | AA | accounts | Accounts with accounts type full | |
| 2021-05-07 | LLCH02 | officers | Change corporate member limited liability partnership with name change date | |
| 2021-05-07 | LLPSC04 | persons-with-significant-control | Change to a person with significant control limited liability partnership | |
| 2021-05-07 | LLPSC04 | persons-with-significant-control | Change to a person with significant control limited liability partnership | |
| 2021-05-05 | LLAD01 | address | Change registered office address limited liability partnership with date old address new address | |
| 2021-03-26 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2020-09-17 | AA | accounts | Accounts with accounts type full | |
| 2020-04-21 | LLCS01 | confirmation-statement | Confirmation statement with no updates |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 3
- Capital events
- 0
- Officers appointed
- 0
- Officers resigned
- 0
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.
Year-on-year
FY2024 → FY2025 · period ending 2025-12-31 vs 2024-12-31
-
Turnover
+2.3%
£435,428 £445,579
-
Cash
+1%
£122,386 £123,662
-
Net assets
+0.2%
£168,138 £168,517
-
Employees
0%
2 2
-
Operating profit
+8.9%
-£1,364 -£1,243
Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers