AUDAX MANAGEMENT COMPANY (UK) LIMITED
🌿Early-stageactive
14030237 · ltd · incorporated 2022-04-06
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 Dec 2024
Net worth
£465.0k
book net assets
Opportunity
70/100
Strong
What this business does
Primary activity: Fund management activities
Sector: Financial & insurance
Investor take
PursueStrong opportunity: asset-holding vehicle with strong profile and acceptable with review structure.
Opportunity 70/100 (strong), bankability 70/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (65/100).
Data confidence
Overall: medium (76/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
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
3 officers (2 active, 3 linked, 2 with DOB)
83
Ownership & PSC
2 active PSC(s) of 4 total, 4 with control declared
90
Director network
Network not yet resolved
30
Filing history
16 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
70/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
60
Adequate — check latest filings for context.
Acquirability
50
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · FRS 102Positive net assets
Net assets £464,977
Cash YoY
+86%
Year on year
Key financials
2 years extracted from filed iXBRL accountsCash
£1.1m
↑ 86% YoY
Net Worth
£465k
↑ 78% YoY
Current Assets
£1.3m
↑ 45% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2024-12-31 | 2023-12-31 |
|---|---|---|
| Total assets | £465.0k | £260.6k |
| Current assets | £1.25M | £861.0k |
| Cash | £1.15M | £616.4k |
| Debtors | £102.7k | £244.6k |
| Net assets | £465.0k | £260.6k |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
1 signal detected in this company's narrative notes — going-concern language, audit opinion, contingent liabilities, related-party transactions.
Available from the Pro tier upwards.
See pricing →Recent activity
Last 30 days
0
filings
Last 90 days
1
filing
- • 1 confirmation-statement
Last 180 days
2
filings
- • 1 confirmation-statement
- • 1 address
Counts from Companies House filing history.
Corporate timeline (17 events)Click to expand
- 2026-03-04📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2025-09-04📄accounts-with-accounts-type-smallaccounts · AA
- 2024-08-20📄accounts-with-accounts-type-smallaccounts · AA
- 2024-04-08📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2024-04-08📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2024-04-08📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2024-04-08📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2023-09-22📄accounts-with-accounts-type-smallaccounts · AA
- 2023-01-05📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2022-12-20➖OAKWOOD CORPORATE SECRETARY LIMITED resignedcorporate-secretary
- 2022-12-20📄termination-secretary-company-with-name-termination-dateofficers · TM02
- 2022-09-28📄change-account-reference-date-company-current-shortenedaccounts · AA01
- 2022-04-06🏢Company incorporatedAs AUDAX MANAGEMENT COMPANY (UK) LIMITED
- 2022-04-06➕GARDINER, Alexander Hays appointeddirector
- 2022-04-06➕WEINTRAUB, Daniel Harris appointeddirector
- 2022-04-06➕OAKWOOD CORPORATE SECRETARY LIMITED appointedcorporate-secretary
- 2022-04-06📄incorporation-companyincorporation · NEWINC
Owner dependency
58/100
Moderate — manageable with handoverSome founder dependency, but not acute. A structured handover period should cover most risk.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
Succession & seller-readiness
36/100
Weak signalLimited succession signal. Not a near-term off-market candidate.
SIGNALS
- 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
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Young Jin Lee Individual · American · DOB 09/1972 · age 54 | — | — | sig. influencesignificant influence | 12/04/2023 |
Keith Richard Palumbo Individual · American · DOB 08/1968 · age 58 | — | — | sig. influencesignificant influence | 12/04/2023 |
2 historic (ceased) PSCs
- Marc Wolpowceased 12/04/2023· significant influence
- Geoffrey Rehnertceased 12/04/2023· significant influence
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Financial services · BS postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| CAPITAL EQUIPMENT FINANCE LTD→ 09264050 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| CARDIFF UNIVERSITY PENSION FUND TRUSTEE LIMITED→ 16886100 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| CENTIVA CAPITAL UK LTD→ 12306117 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| CF GENERAL PARTNER LIMITED→ 12025521 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| CGL CONSULTING GROUP LTD→ 16767287 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| CHALLENGER FINANCIAL ADVISERS LIMITED→ 17038611 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| CJ HOLE FINANCIAL SERVICES LTD→ 16102317 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| CLEARORBIT LIMITED→ 05457469 · est 2005 · no financials extracted | — | — | — | — | 20y | — | — |
| CLIFTON COMPLIANCE SERVICES LTD→ 06529425 · est 2008 · no financials extracted | — | — | — | — | 18y | — | — |
| CLIFTON WEALTH PARTNERSHIP PORTISHEAD LIMITED→ 10878208 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| CMA MORTGAGE BROKERS LTD→ 16019660 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| COAST FINANCE UK LIMITED→ 00498680 · est 1951 · no financials extracted | — | — | — | — | 74y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
7 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
Typeltd
Incorporated2022-04-06
Jurisdictionengland-wales
Primary SIC66300 — Fund management activities
Registered office
Suite 2, Ground Floor
Templeback,10 Temple Back
Bristol
BS1 6FL
United Kingdom
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2027-04-19
Last: 2026-04-05
Officers (2 active · 1 resigned)
GARDINER, Alexander Hays→
Activedirector · ~43y · appointed 2022-04-06
View their other companies + combined net worth →
WEINTRAUB, Daniel Harris→
Activedirector · ~56y · appointed 2022-04-06
View their other companies + combined net worth →
OAKWOOD CORPORATE SECRETARY LIMITED→
Resignedcorporate-secretary · appointed 2022-04-06 · resigned 2022-12-20
Click a director name to see their full track record across all companies.
Recent filings (16 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-04-08
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2026-03-04
accounts-with-accounts-type-small
accounts · AA
2025-09-04
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-04-10
accounts-with-accounts-type-small
accounts · AA
2024-08-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-04-09
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2024-04-08
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2024-04-08
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2024-04-08
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2024-04-08
accounts-with-accounts-type-small
accounts · AA
2023-09-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-04-06
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-01-05
termination-secretary-company-with-name-termination-date
officers · TM02
2022-12-20
change-account-reference-date-company-current-shortened
accounts · AA01
2022-09-28