BERKELEY CAPITAL ASSETS PLC
🌿Early-stageactive
13699062 · plc · incorporated 2021-10-22
Investment thesis
Growth-phase business — story-led; valuation sensitive to momentum.
Why interesting: Trading is scaling; acquirers paying for trajectory get disproportionate leverage.
Why risky: Price often leads fundamentals; dependency on founder often high.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Oct 2025
Net worth
—
book net assets
Opportunity
75/100
Strong
What this business does
Primary activity: SIC 99999
Sector: Extraterritorial bodies
Investor take
PursueActive trading company. Family succession underway — not a classic acquisition target.
Opportunity 75/100 (strong), bankability 70/100. Same-surname younger director in place — likely family handover, not open to sale. Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).
Data confidence
Overall: high (81/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
Company profile
address, 1 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
5 officers (3 active, 5 linked, 3 with DOB)
82
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
10 connected companies via shared directors
75
Filing history
13 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
75/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
60
Adequate — check latest filings for context.
Acquirability
70
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2025-10-31 | 2024-10-31 |
|---|
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
1
filing
- • 1 accounts
Counts from Companies House filing history.
Corporate timeline (17 events)Click to expand
- 2026-01-02📄accounts-with-accounts-type-dormantaccounts · AA
- 2024-11-01📄accounts-with-accounts-type-dormantaccounts · AA
- 2023-11-29📄accounts-with-accounts-type-dormantaccounts · AA
- 2023-02-02📄accounts-with-accounts-type-dormantaccounts · AA
- 2022-11-04📄termination-director-company-with-name-termination-dateofficers · TM01
- 2022-11-04📄appoint-person-director-company-with-name-dateofficers · AP01
- 2022-11-03📄termination-secretary-company-with-name-termination-dateofficers · TM02
- 2022-11-03📄appoint-person-secretary-company-with-name-dateofficers · AP03
- 2022-10-20➕BEARD, Anthony James appointedsecretary
- 2022-10-20➕GOLDSTEIN, Andre George appointeddirector
- 2022-10-20➖GOLD, Richard Howard David resignedsecretary
- 2022-10-20➖GOLD, Richard Howard David resigneddirector
- 2021-10-22🏢Company incorporatedAs BERKELEY CAPITAL ASSETS PLC
- 2021-10-22➕GOLDSTEIN, Stephen Alexander appointeddirector
- 2021-10-22➕GOLD, Richard Howard David appointedsecretary
- 2021-10-22➕GOLD, Richard Howard David appointeddirector
- 2021-10-22📄incorporation-companyincorporation · NEWINC
Owner dependency
81/100
Critical — business is the founderThe business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Founder age: Director aged approximately 81 — succession pressure is live.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
26/100
Weak signalLimited succession signal. Not a near-term off-market candidate.
SIGNALS
- primaryFamily succession underway: Not a takeover target — GOLDSTEIN, Andre George (same surname) appointed 2022-10-20. Pattern consistent with intra-family handover.
- primaryFounder aged 70+: Senior director is approximately 81 years old. Natural succession window is now.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
Red flags
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Shareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Stephen Alexander Goldstein Individual · British · DOB 03/1945 · age 81 | 75–100% | — | 75-100% shares | 22/10/2021 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
🔒Co-director network graph
Radial SVG graph showing every company connected via shared directors, colour-coded by status.
Available from the Pro tier upwards.
See pricing →Similar companies
Active · Other · B postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| BE-YOURSELF-ART LTD→ 14523611 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| BEACONS COMMUNITY LIMITED→ 16404326 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BEAT THE ODDS LIMITED→ 13199991 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| BEAUMONT GROVE MANAGEMENT CO. (SOLIHULL) LIMITED→ 03630755 · est 1998 · no financials extracted | — | — | — | — | 27y | — | — |
| BELINDA JANET CHARLES LTD→ 15742641 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| BERKELEY FAMILY WEALTH ASSET MANAGEMENT LIMITED→ 10007975 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
| BETHANY GUILD LIMITED→ 01181753 · est 1974 · no financials extracted | — | — | — | — | 51y | — | — |
| BETHEL INTERNATIONAL BIBLE CHURCH→ 10123369 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
| BETTAMIX LIMITED→ 00959114 · est 1969 · no financials extracted | — | — | — | — | 56y | — | — |
| BETTER & BETTER RESIDENTIAL LIMITED→ 05208661 · est 2004 · no financials extracted | — | — | — | — | 21y | — | — |
| BETTON CONSULTANTS LLP→ OC445586 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| BEV CARE HEALTH LIMITED→ 16392793 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
8 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.
Available from the Pro tier upwards.
See pricing →🔒Advanced scoring suite
Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.
Available from the Pro tier upwards.
See pricing →Company details
Statusactive
Typeplc
Incorporated2021-10-22
Jurisdictionengland-wales
Primary SIC99999 — SIC 99999
Registered office
13 Portland Road Edgbaston
Birmingham
B16 9HN
United Kingdom
Filing status
Accounts
Next due: 2027-04-30
Last made up to: 2025-10-31
Confirmation statement
Next due: 2026-11-04
Last: 2025-10-21
Officers (3 active · 2 resigned)
BEARD, Anthony James→
Activesecretary · appointed 2022-10-20
View their other companies + combined net worth →
GOLDSTEIN, Andre George→
Activedirector · ~44y · appointed 2022-10-20
View their other companies + combined net worth →
GOLDSTEIN, Stephen Alexander→
Activedirector · ~81y · appointed 2021-10-22
View their other companies + combined net worth →
GOLD, Richard Howard David→
Resignedsecretary · appointed 2021-10-22 · resigned 2022-10-20
GOLD, Richard Howard David→
Resigneddirector · ~73y · appointed 2021-10-22 · resigned 2022-10-20
Click a director name to see their full track record across all companies.
Recent filings (13 total)
accounts-with-accounts-type-dormant
accounts · AA
2026-01-02
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-10-24
accounts-with-accounts-type-dormant
accounts · AA
2024-11-01
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-11-01
accounts-with-accounts-type-dormant
accounts · AA
2023-11-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-10-26
accounts-with-accounts-type-dormant
accounts · AA
2023-02-02
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-11-04
termination-director-company-with-name-termination-date
officers · TM01
2022-11-04
appoint-person-director-company-with-name-date
officers · AP01
2022-11-04
termination-secretary-company-with-name-termination-date
officers · TM02
2022-11-03
appoint-person-secretary-company-with-name-date
officers · AP03
2022-11-03
incorporation-company
incorporation · NEWINC
2021-10-22