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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

PORTIA INVESTMENT ADVSORS LTD

PORTIA INVESTMENT ADVISORS LTD, CRD 164565

LONDON

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6c258c99-cc58-bf16-c908-d3a5412c7e45

Data as of Jul 2, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 29, 2013 to Jul 2, 2024
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.3MItem 5.F on the latest filing (2024-07-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $1.3MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 5
SEC number: 801-78150
CRD: 164565
Filings on the tape: 17
First filed: May 29, 2013
Latest filed: Jul 2, 2024
Organised: Limited Liability Company
Website: symvest.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SONENSHINE, MICHAEL, ADAM	MANAGING MEMBER	E	yes	05/2012	May 29, 2013	Jul 2, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SYMFONIE CAPITAL, LLC	n/a	Former SEC adviser	$0	N	yes	n/a
SYMFONIE CAPITAL, LTD	n/a	No RAUM reported	$0	N	yes	n/a
MARKITLEND INVESTMENT ADVISORS LLC	n/a	Former SEC adviser	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
PRAHA 3	n/a	Czech Republic	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Jul 2, 2024	$1.3M	$0	1	1	1	n/a	n/a
2020	Aug 28, 2021	$1.3M	$750,000	1	1	1	n/a	n/a
2019	Jun 26, 2020	$350,000	$350,000	1	1	1	n/a	n/a
2017	May 7, 2018	$250,000	$250,000	1	1	1	n/a	n/a
2016	May 11, 2017	$3.0M	$2.5M	1	1	n/a	n/a	n/a
2015	May 4, 2016	$1.0M	$1.0M	1	1	n/a	n/a	n/a
2014	Apr 1, 2015	$250,000	$250,000	1	1	n/a	n/a	n/a
2013	Mar 20, 2014	$50,000	$50,000	1	1	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$1.3M	n/a	n/a	$1.3M	0.0%	1	n/a	1	n/a

Relationships

Affiliated with (5)

← SYMFONIE CAPITAL / SYMFONIE INVESTMENT ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
→ SYMFONIE CAPITAL / SYMFONIE INVESTMENT ADVISORSRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ SYMFONIE CAPITAL / SYMFONIE INVESTMENT ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
→ MARKITLENDRegistered adviserother investment adviser
factForm ADV
← MARKITLENDRegistered adviserother investment adviser, common control
factForm ADV

Controls (1)

← SONENSHINE, MICHAEL, ADAMOwnerMANAGING MEMBER, ownership code E, individual
May 29, 2013 to presentfactForm ADV

Dated events

Occurred
May 29, 2013
First Form ADV filing
Portia Capital filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6c258c99-cc58-bf16-c908-d3a5412c7e45
First observed: May 29, 2013
Last observed: Jul 2, 2024 27 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PORTIA INVESTMENT ADVSORS LTD

PORTIA INVESTMENT ADVISORS LTD, CRD 164565

LONDON

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6c258c99-cc58-bf16-c908-d3a5412c7e45

Data as of Jul 2, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:13 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SONENSHINE, MICHAEL, ADAM

MANAGING MEMBER

yes

05/2012

May 29, 2013

Jul 2, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SYMFONIE CAPITAL, LLC

n/a

Former SEC adviser

yes

n/a

SYMFONIE CAPITAL, LTD

n/a

No RAUM reported

yes

n/a

MARKITLEND INVESTMENT ADVISORS LLC

n/a

Former SEC adviser

n/a

City

State

Country

Employees

Also broker-dealer

PRAHA 3

n/a

Czech Republic

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Jul 2, 2024

$1.3M

n/a

2020

Aug 28, 2021

$1.3M

$750,000

n/a

2019

Jun 26, 2020

$350,000

n/a

2017

May 7, 2018

$250,000

n/a

2016

May 11, 2017

$3.0M

$2.5M

n/a

2015

May 4, 2016

$1.0M

n/a

2014

Apr 1, 2015

$250,000

n/a

2013

Mar 20, 2014

$50,000

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$1.3M

n/a

$1.3M

0.0%

n/a