APERA ASSET MANAGEMENT LLP
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Next accounts due
2026-09-30 (in 4mo)
Last filed for 2024-12-31
Confirmation statement due
2027-02-13 (in 9mo)
Last made up 2026-01-30
Watchouts
None on the register
Cash
£2M
+25.2% vs 2023
Net assets
£8M
0% vs 2023
Employees
21
+31.3% vs 2023
Profit before tax
£3M
+16.7% vs 2023
Name history
Renamed 1 time since incorporation
- APERA ASSET MANAGEMENT LLP 2019-02-28 → present
- APERA CAPITAL UK LLP 2016-08-26 → 2019-02-28
Net assets
2-year trend · vs Unclassified median
Accounts
2-year trend · latest reflected 2024-12-31
| Metric | Trend | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Turnover | £5,523,843 | £8,764,251 | |
| Operating profit | £2,400,733 | £2,811,613 | |
| Profit before tax | £2,423,305 | £2,827,841 | |
| Net profit | £2,423,305 | £2,827,841 | |
| Cash | £1,704,343 | £2,134,611 | |
| Total assets less current liabilities | £9,662,649 | £8,271,208 | |
| Net assets | £8,211,208 | £8,211,208 | |
| Equity | £2,927,900 | £3,182,324 | |
| Average employees | 16 | 21 | |
| Wages | £2,066,701 | £2,780,973 |
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 | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Operating margin | 43.5% | 32.1% | |
| Net margin | 43.9% | 32.3% | |
| Return on capital employed | 24.8% | 34.0% | |
| Current ratio | 2.79x | 2.61x |
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
- Ecovis Wingrave Yeats LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“Although the financial statements have been prepared on a going concern basis, the operating results of the LLP are dependent on fee income generated from existing investment advisory and portfolio management mandates. Further details regarding the going concern basis of preparation are described in note 2.2 of these financial statements.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
6 active · 1 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| PETERSEN, Klaus Hermann Josef, Dr | Llp Designated Member | 2016-09-02 | Jan 1970 | — |
| SHAW, Robert Alexander Fitz-Gerald | Llp Designated Member | 2016-08-26 | Dec 1978 | — |
| APERA MASTER LIMITED | Corporate Llp Designated Member | 2016-12-24 | — | — |
| AFFLERBACH RUIZ, Sebastian | Llp Member | 2025-10-06 | Jun 1989 | — |
| ROPER, Christopher George William | Llp Member | 2021-07-01 | May 1991 | — |
| WILMOT, David Albert | Llp Member | 2017-03-31 | Apr 1960 | — |
Show 1 resigned officer
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| FROST, Robert Milton, Mr. | Llp Member | 2016-08-26 | 2017-01-16 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Dr Klaus Hermann Josef Petersen | Individual | significant-influence-or-control-limited-liability-partnership | 2017-01-30 | Active |
| Mr Robert Alexander Fitz-Gerald Shaw | Individual | voting-rights-25-to-50-percent-limited-liability-partnership, right-to-share-surplus-assets-25-to-50-percent-limited-liability-partnership | 2016-08-26 | Ceased 2019-01-31 |
| Mr Robert Milton Frost | Individual | voting-rights-25-to-50-percent-limited-liability-partnership, right-to-share-surplus-assets-25-to-50-percent-limited-liability-partnership | 2016-08-26 | Ceased 2017-01-16 |
Filing timeline
Last 20 of 53 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-02-13 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-10-17 | LLAP01 | officers | Appoint person member limited liability partnership with appointment date | |
| 2025-04-15 | AA | accounts | Accounts with accounts type full | |
| 2025-02-03 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-04-12 | AA | accounts | Accounts with accounts type full | |
| 2024-01-30 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-05-09 | AA | accounts | Accounts with accounts type full | |
| 2023-04-26 | LLPSC04 | persons-with-significant-control | Change to a person with significant control limited liability partnership | |
| 2023-04-26 | LLCH01 | officers | Change person member limited liability partnership with name change date | |
| 2023-04-26 | LLCH01 | officers | Change person member limited liability partnership with name change date | |
| 2023-04-26 | LLCH01 | officers | Change person member limited liability partnership with name change date | |
| 2023-04-26 | LLCH01 | officers | Change person member limited liability partnership with name change date | |
| 2023-04-26 | LLCH01 | officers | Change person member limited liability partnership with name change date | |
| 2023-02-10 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-07-14 | LLAD01 | address | Change registered office address limited liability partnership with date old address new address | |
| 2022-05-05 | AA | accounts | Accounts with accounts type full | |
| 2022-02-03 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2021-12-23 | LLMR01 | mortgage | Mortgage create with deed with charge number charge creation date limited liability partnership | |
| 2021-12-23 | LLMR01 | mortgage | Mortgage create with deed with charge number charge creation date limited liability partnership | |
| 2021-12-22 | LLCH02 | officers | Change corporate member limited liability partnership with name change date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 2
- Capital events
- 0
- Officers appointed
- 1
- 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
FY2023 → FY2024 · period ending 2024-12-31 vs 2023-12-31
-
Turnover
+58.7%
£5,523,843 £8,764,251
-
Cash
+25.2%
£1,704,343 £2,134,611
-
Net assets
0%
£8,211,208 £8,211,208
-
Employees
+31.3%
16 21
-
Operating profit
+17.1%
£2,400,733 £2,811,613
-
Profit before tax
+16.7%
£2,423,305 £2,827,841
-
Wages
+34.6%
£2,066,701 £2,780,973
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