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Asset Value Investors Limited

01881101

active
ltd
england wales
Companies House
Health Score
88 / 100

Healthy

30/30
Filing
20/30
Financial
38/40
Risk
  • Going concern doubt noted in accounts (-10)
  • 1 outstanding charge (-2)

Details

2 Cavendish Square, London, W1G 0PU
Incorporated 28/01/1985

Previously known as

Ivory & Sime Asset Management Limited · until 04/09/2001
Clan Asset Management Limited · until 08/08/1995
Laurwood Limited · until 27/03/1991
Bellflint Limited · until 11/07/1985

Compliance

Last accounts

30/09/2025

full

Next accounts due

30/06/2027

On track

Confirmation statement

Last: 12/03/2026

Due 26/03/2027

On track

Industry

82990
Other business support service activities

Officers

Mr Joseph Bauernfreund

director · Since 17/06/2004

FUND MANAGER

BRITISH · UNITED KINGDOM · Age 54

Also on 2 other boards

Ms Kimmberly Wai Lau

director · Since 17/06/2004

HEAD OF BUSINESS DEVELOPMENT

BRITISH,AMERICAN · ENGLAND · Age 59

Also on 3 other boards

Mr Duncan William Allan Budge

director · Since 04/03/2015

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 70

Also on 9 other boards

Mr Thomas James Treanor

director · Since 01/09/2017

SENIOR INVESTMENT ANALYST

BRITISH · ENGLAND · Age 46

Mr John Aubrey Kidd

director · Since 25/09/2019

FINANCE DIRECTOR

BRITISH · ENGLAND · Age 51

Also on 1 other board

Mr Alan Bartlett

director · Since 01/09/2023

INVESTMENT MANAGER

BRITISH · UNITED KINGDOM · Age 55

Also on 1 other board

Kimmberly Wai Lau

director · Since 17/06/2004

British,American · England · Age 59

Joseph Bauernfreund

director · Since 17/06/2004

British · United Kingdom · Age 54

Duncan William Allan Budge

director · Since 04/03/2015

British · England · Age 70

Thomas James Treanor

director · Since 01/09/2017

British · England · Age 46

John Aubrey Kidd

director · Since 25/09/2019

British · England · Age 51

Alan Bartlett

director · Since 01/09/2023

British · United Kingdom · Age 55

Former

William Gawne Fossick

director · Resigned 13/08/1993

Colin Peter Hook

director · Resigned 16/10/1994

Peter Neville Buckley

director · Resigned 31/07/1995

David Oliphant Kinloch

director · Resigned 31/07/1995

Graeme Philip Denison

secretary · Resigned 31/07/1995

John Baird Sherriff

director · Resigned 31/07/1995

Guy Mervyn Archdall Crawford

director · Resigned 31/07/1995

Gordon Joseph Neilly

director · Resigned 31/01/1997

Colin Peter Hook

director · Resigned 03/02/1997

John Stubbs

director · Resigned 30/09/2000

Peter Derek Jones

director · Resigned 30/09/2000

Friends Ivory & Sime Plc

corporate secretary · Resigned 29/08/2001

Peter Alistair Kennedy Arthur

director · Resigned 29/08/2001

Kenneth John Back

director · Resigned 29/08/2001

Howard Carter

director · Resigned 29/08/2001

Andrew Arthur Laing

director · Resigned 07/10/2003

Aberdeen Asset Management Plc

corporate secretary · Resigned 07/10/2003

Martin James Gilbert

director · Resigned 07/10/2003

John Cannell Walton

director · Resigned 21/06/2007

David John Miller

director · Resigned 04/04/2011

David John Miller

secretary · Resigned 04/04/2011

Jordan Company Secretaries Limited

corporate secretary · Resigned 05/08/2011

David Frederick Swensen

director · Resigned 18/05/2012

Henri Chermont

director · Resigned 29/07/2016

John Ernest Pennink

director · Resigned 24/01/2019

Richard Mark Townsend

director · Resigned 24/01/2019

Alan Bartlett

director · Resigned 25/09/2019

Justin John Mckie

director · Resigned 01/09/2023

Persons with Significant Control

Mr Joseph Bauernfreund

25–50% shares
25–50% votes

British · United Kingdom · Age 54

25, Bury Street, London, SW1Y 6AL

Notified 06/04/2016

Former PSCs

Mr John Ernest Pennink

Ceased 25/04/2017

Goodhart Partners Llp

Ceased 06/04/2016

Goodhart Partners Llp

Ceased 25/04/2018

Nairn Capital Limited

Ceased 04/02/2022

Goodhart Partners Llp

Ceased 09/12/2022

Charges1 outstanding

A registered charge
satisfied

COUTTS & COMPANY

CHARGE OVER CREDIT BALANCES

Created 26/02/2004Registered 23/07/2026Satisfied 23/07/2026
charge
outstanding

COUTTS & COMPANY

Created 26/02/2004Registered 04/03/2004

Change History

statusactive
2026-08-09

Active

typeltd
2026-08-09

Private Limited Company

address line12 Cavendish Square
2026-08-09

2 CAVENDISH SQUARE

post townLondon
2026-08-09

LONDON

officer appointedBARTLETT, Alan
2026-08-09
officer appointedBAUERNFREUND, Joseph
2026-08-09
officer appointedBUDGE, Duncan William Allan
2026-08-09
officer appointedKIDD, John Aubrey
2026-08-09
officer appointedLAU, Kimmberly Wai
2026-08-09
officer appointedTREANOR, Thomas James
2026-08-09

CompanyRankvs 6049+ SIC 82990 peers
62

Financial strength99th percentile among SIC peers · 25/25
Employees98th percentile among SIC peers · 15/15
LiquidityCurrent ratio 1.36× · 12/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Going concern doubt -10Outstanding charges -10
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How is this score calculated?
Financial strength25/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees15/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity12/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Risk deductions

Going concern doubt: -10 pts

Outstanding charges: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Going Concern Doubt

we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the company's ability to continue as a going concern for a period of at least twelve months from when the original financial statements were authorised for issue. Our responsibilities and the responsibilities of the directors with respect t

Key FinancialsYear ending 30/09/2025

Turnover

£11.9M

Annual revenue

Net Worth

£4.5M

Balance sheet strength

Cash

£1.0M

Cash in the bank

Profit Before Tax

£3.8M

Bottom line earnings

Net Current Assets

£705k

Working capital

Current Assets

£2.7M

Current Liabilities

£2.0M

Fixed Assets

£4.1M

Debtors

£1.6M

Cost of Sales

£190k

Gross Profit

£11.7M

Admin Expenses

£8.7M

Profit After Tax

£2.9M

23avg. employees

Tax at Year End

Dividends paid-£1.6M

People Costs

Wages & salaries£4.5M
NI contributions£639k

Balance Sheet

Intangible assets£199k
Assets less current liabilities£4.8M
Signed by 01881101 2024-10-01 2025-09-30 01881101 2025-09-30 01881101 core:FurtherSpecificItem1DeferredTaxComponentTotalForDeferrePrepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent Ratio
20251.36

Derived from filed accounts. Not audited figures.