AQUINELLA INVESTMENTS LIMITED

🌿Early-stageactive
14958313 · ltd · incorporated 2023-06-24
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 Mar 2025
Net worth
book net assets
Opportunity
77/100
Strong
🔔
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What this business does
Primary activity: Fund management activities
Sector: Financial & insurance
Investor take
Pursue
Active trading company with a 75-year-old founder — textbook succession opportunity.

Opportunity 77/100 (strong), bankability 75/100. Strong seller-intent signal (60/100, director aged 75). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).

🏦

Refinance opportunity

1 live charge · oldest 2.3y

50/100
clean up first

Refinance viable after a tidy-up — address the highlighted items first.

  • · Newest facility, 2.3 years old — likely still in initial term.
  • · Single lender — cleanest path to refinance.
  • · Legal-friction score 15/100 — clean.

Data confidence

Overall: high (84/100)

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
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
2 officers (2 active, 2 linked, 2 with DOB)
90
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
18 connected companies via shared directors
90
Filing history
12 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
77/100Strong
PassWatchWorth a lookStrongExceptional 

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality
60
Adequate — check latest filings for context.
Acquirability
75
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts
Cash
Net Worth
Current Assets
Current Liabilities
£0£0£0£0£0£0Mar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-03-312024-03-31
Average employees00

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

🔒Filing-note intelligence

2 signals 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
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (14 events)Click to expand
  1. 2025-12-12
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2024-12-05
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2024-06-28
    📄
    change-person-director-company-with-change-date
    officers · CH01
  4. 2024-06-28
    📄
    change-person-director-company-with-change-date
    officers · CH01
  5. 2024-03-12
    📄
    mortgage-create-with-deed-with-charge-number-charge-creation-date
    mortgage · MR01
  6. 2024-03-05
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  7. 2024-03-05
    🔒
    Charge registered #1
    Lender: Aquinella Limited Partership
  8. 2024-03-04
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC02
  9. 2024-03-04
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  10. 2024-03-04
    📄
    change-account-reference-date-company-current-shortened
    accounts · AA01
  11. 2023-06-24
    🏢
    Company incorporated
    As AQUINELLA INVESTMENTS LIMITED
  12. 2023-06-24
    PERRINS, Robert Charles Grenville appointed
    director
  13. 2023-06-24
    PRITCHARD, Wendy Joan appointed
    director
  14. 2023-06-24
    📄
    incorporation-company
    incorporation · NEWINC

Owner dependency

78/100
High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Founder age: Director aged approximately 75 — succession pressure is live.
  • +Young company: Only 3.0 years old — management layer unlikely to be developed.

Succession & seller-readiness

66/100
Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS
  • primaryFounder aged 70+: Senior director is approximately 75 years old. Natural succession window is now.
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.

Red flags

clean
No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Group structure

Aquinella Gp Llp is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️
Aquinella Gp Llp
Corporate parent · holds 75-100% shares · board control
ultimate parent
AQUINELLA INVESTMENTS LIMITED
This company · 14958313

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Aquinella Gp Llp
Corporate entity
75100%
75–100%board control75-100% shares · 75-100% voting · board control29/02/2024
1 historic (ceased) PSC
  • Aquinella General Partner Limitedceased 29/02/2024· 75-100% shares · 75-100% voting · board control

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 →

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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
Typeltd
Incorporated2023-06-24
Jurisdictionengland-wales
Primary SIC66300 — Fund management activities

Registered office

Berkeley House
Portsmouth Road
Cobham
KT11 1JG
England

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-07-07
Last: 2025-06-23

Officers (2 active · 0 resigned)

PERRINS, Robert Charles Grenville
director · ~61y · appointed 2023-06-24
View their other companies + combined net worth →
Active
PRITCHARD, Wendy Joan
director · ~75y · appointed 2023-06-24
View their other companies + combined net worth →
Active

Click a director name to see their full track record across all companies.

Mortgages & charges

1
Total charges
1
Outstanding
1
Active lenders
Status:Lender:1 of 1 shown
TypeProperties
outstanding
Aquinella Partership
Aquinella Limited Partership
A registered charge05/03/2024
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (12 total)

accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-07-03
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-05
confirmation-statement-with-updates
confirmation-statement · CS01
2024-07-02
change-person-director-company-with-change-date
officers · CH01
2024-06-28
change-person-director-company-with-change-date
officers · CH01
2024-06-28
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2024-03-12
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2024-03-05
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2024-03-04
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-03-04
change-account-reference-date-company-current-shortened
accounts · AA01
2024-03-04
incorporation-company
incorporation · NEWINC
2023-06-24