Acasta

What Acasta does

Acasta is a London-based financial services firm operating under the legal entity Acasta Partners UK LLP. Per the company website and short description, it offers investment advice, consulting, financial planning, and impact investment services. The firm was founded in 2009 and operates privately with 11-50 employees, consistent with a boutique advisory or investment management practice rather than a large institutional asset manager.

The firm's investment activities include active public-equity portfolio management. A Q4 disclosure shows Acasta Partners UK LLP purchased 1,840 Tesla, Inc. shares valued at approximately $827,000, with Tesla ranking as the fund's 14th largest holding at roughly 0.3% of the portfolio. This indicates a diversified portfolio across publicly traded equities and active discretionary trading. No information on AUM, strategy style (long-only, long/short, impact-aligned), vehicle structure, or fund vehicles is available in the source data.

Acasta's stated service mix — investment advice, consulting, financial planning, and impact investment — implies a multi-channel revenue model combining advisory fees, consulting retainers, financial planning fees, and possibly performance-based or impact-aligned mandates. However, the source data does not disclose pricing models, fee schedules, customer segments, named clients, partnerships, geographic markets beyond the UK, or product line details. The firm maintains a website at acasta.com, but its operating scope, technology stack, and competitive positioning cannot be substantiated beyond the facts listed above.

Name

Acasta

Website

https://acasta.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Acasta is a London-based private financial firm offering investment advice, consulting, financial planning, and impact investment services. Founded in 2009, it operates as a boutique advisor and active portfolio manager (Acasta Partners UK LLP) with 11-50 employees.

Ownership category

akta.pro rank

Product category

Investment Management & Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)

Keywords

• Investment advisory
• Portfolio management
• Financial planning
• Impact investing
• Wealth consulting

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Core offering

Acasta is a London-based financial firm that provides investment advisory, financial consulting, financial planning, and impact investment services to clients. It also operates discretionary portfolio management through Acasta Partners UK LLP, building equity positions in publicly traded companies as part of its investment activities.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory Advisory service providing clients with investment recommendations and portfolio guidance, offered by Acasta to its clients in the United Kingdom.
• Financial Consulting Consulting engagement delivering financial strategy and advice to clients, complementing the firm's investment advisory work.
• Financial Planning Financial planning service for clients seeking structured personal or organizational financial planning outcomes.
• Impact Investment Investment service oriented toward measurable social and/or environmental impact alongside financial returns, for clients seeking values-aligned allocations.
• Discretionary Portfolio Management (Acasta Partners UK LLP) Discretionary investment management through Acasta Partners UK LLP, building and adjusting positions in publicly traded equities on behalf of fund clients.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Direct peers

• Ruffer LLP: UK-based boutique investment management firm offering multi-asset advisory and discretionary mandates. Comparable to Acasta in its UK boutique structure, multi-strategy approach, and focus on preserving and growing client wealth across cycles.
• Brevan Howard: London-headquartered alternative asset manager running global macro and multi-strategy hedge fund mandates. Comparable as a London-based investment management firm (LLP/partner structure) operating active public-market strategies.
• 7IM (Seven Investment Management): UK-based investment management firm offering discretionary portfolio management, model portfolios, and financial planning services. Comparable given its boutique UK operating model and blend of advice, planning, and managed investments.
• Brown Shipley: UK private wealth manager offering investment management, financial planning, and advisory services to high-net-worth individuals and families. Comparable in the breadth of services (advice, planning, investment management) and London-headquartered operating model.

Broad incumbents

• Smith & Williamson (now Evelyn Partners): UK professional services and investment management firm offering investment management, financial planning, and advisory. Comparable through its combined wealth advisory and investment management platform serving UK-based private clients.
• Lombard Odier (UK): Swiss private banking group with substantial UK wealth management operations, offering portfolio management, advisory, and impact/sustainable investing. Comparable given its combination of traditional investment advice with impact investing offerings.
• Cazenove Capital (Schroders Wealth Management): UK wealth and investment management business within the Schroders group, offering discretionary portfolio management, advisory, and planning for private clients. Comparable due to its UK-centric investment advisory focus and multi-service wealth platform.
• GAM Investments: Swiss-listed, London-headquartered active asset manager offering multi-asset and specialist investment strategies for institutional and private clients. Comparable as a UK-based investment management firm with diversified product capabilities.
• Rothschild & Co Wealth Management: Global private banking and wealth advisory business with UK offices, offering discretionary investment management and holistic wealth planning. Comparable due to its London presence, traditional investment focus, and multi-decade operating history.

Regional players

• Vontobel Wealth Management: Swiss-headquartered wealth manager with UK presence, offering discretionary mandates, advisory, and sustainable/impact investment strategies. Comparable given its emphasis on traditional advisory blended with impact investing capabilities.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Acasta