Caseware UK (AP4) 2024.0.164 2024.0.164 2025-03-312025-03-312024-04-010falseNo description of principal activity0truetrueThe members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.false OC327240 2024-04-01 2025-03-31 OC327240 2023-04-01 2024-03-31 OC327240 2025-03-31 OC327240 2024-03-31 OC327240 c:OfficeEquipment 2024-04-01 2025-03-31 OC327240 c:OfficeEquipment 2025-03-31 OC327240 c:OfficeEquipment 2024-03-31 OC327240 c:OfficeEquipment c:OwnedOrFreeholdAssets 2024-04-01 2025-03-31 OC327240 c:CurrentFinancialInstruments 2025-03-31 OC327240 c:CurrentFinancialInstruments 2024-03-31 OC327240 c:CurrentFinancialInstruments c:WithinOneYear 2025-03-31 OC327240 c:CurrentFinancialInstruments c:WithinOneYear 2024-03-31 OC327240 c:FinancialAssetsDesignatedFairValueThroughProfitOrLoss 2025-03-31 OC327240 c:FinancialAssetsDesignatedFairValueThroughProfitOrLoss 2024-03-31 OC327240 d:FRS102 2024-04-01 2025-03-31 OC327240 d:AuditExempt-NoAccountantsReport 2024-04-01 2025-03-31 OC327240 d:FullAccounts 2024-04-01 2025-03-31 OC327240 d:LimitedLiabilityPartnershipLLP 2024-04-01 2025-03-31 OC327240 2 2024-04-01 2025-03-31 OC327240 d:PartnerLLP1 2024-04-01 2025-03-31 OC327240 d:PartnerLLP2 2024-04-01 2025-03-31 OC327240 d:PartnerLLP3 2024-04-01 2025-03-31 OC327240 d:PartnerLLP4 2024-04-01 2025-03-31 OC327240 d:PartnerLLP5 2024-04-01 2025-03-31 OC327240 d:PartnerLLP6 2024-04-01 2025-03-31 OC327240 c:OtherCapitalInstrumentsClassifiedAsEquity 2025-03-31 OC327240 c:OtherCapitalInstrumentsClassifiedAsEquity 2024-03-31 OC327240 c:FurtherSpecificReserve2ComponentTotalEquity 2025-03-31 OC327240 c:FurtherSpecificReserve2ComponentTotalEquity 2024-03-31 OC327240 c:FurtherSpecificReserve3ComponentTotalEquity 2025-03-31 OC327240 c:FurtherSpecificReserve3ComponentTotalEquity 2024-03-31 OC327240 e:USDollar 2024-04-01 2025-03-31 iso4217:GBP xbrli:pure
Registered number: OC327240












ALEXIS FUND MANAGEMENT LLP
 FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 MARCH 2025

 
ALEXIS FUND MANAGEMENT LLP
 

INFORMATION





Designated Members

S Gorman
C A Gorman

Members

S Gorman
C A Gorman
Weftdale Securities Limited
SCG Consultancy LLP

LLP registered number

OC327240

Registered office

1st Floor Sackville House143-149 Fenchurch StreetLondonEC3M 6BL


 
ALEXIS FUND MANAGEMENT LLP
 

CONTENTS



Page
Balance Sheet
 
1 - 2
Reconciliation of Members' Interests
 
3
Notes to the Financial Statements
 
4 - 9


 
ALEXIS FUND MANAGEMENT LLP
REGISTERED NUMBER: OC327240

BALANCE SHEET
AS AT 31 MARCH 2025

2025
2024
Note
$
$

FIXED ASSETS
  

Tangible assets
 4 
11,658
13,387

 
CURRENT ASSETS
  

Debtors
 5 
2,859
4,347

Current asset investments
 6 
4,051,116
5,347,839

Cash at bank and in hand
  
3,412,704
4,759,761

  
7,466,679
10,111,947

Creditors: Amounts falling due within one year
 7 
(11,619)
(11,369)

NET CURRENT ASSETS
  
 
 
7,455,060
 
 
10,100,578

  

NET ASSETS
  
7,466,718
10,113,965


REPRESENTED BY:
  

LOANS AND OTHER DEBTS DUE TO MEMBERS WITHIN ONE YEAR
  

Members' capital classified as a liability
  
630,345
630,345

Other amounts
 9 
(7,051,880)
(4,170,811)

  
(6,421,535)
(3,540,466)

MEMBERS' OTHER INTERESTS
  

Members' capital classified as equity
  
7,111,162
7,111,162

Other reserves classified as equity
  
6,777,091
6,543,269

  
 
13,888,253
 
13,654,431

  
7,466,718
10,113,965


TOTAL MEMBERS' INTERESTS
  

Loans and other debts due to members
 9 
(6,421,535)
(3,540,466)

Members' other interests
  
13,888,253
13,654,431

  
7,466,718
10,113,965


Page 1

 
ALEXIS FUND MANAGEMENT LLP
REGISTERED NUMBER: OC327240

BALANCE SHEET (CONTINUED)
AS AT 31 MARCH 2025

The financial statements have been prepared in accordance with the provisions applicable to entities subject to the small LLPs regime.

The entity was entitled to exemption from audit under section 477 of the Companies Act 2006, as applied by The Limited Liability Partnerships (Accounts and Audit) (Application of Companies Act 2006) Regulations 2008.

The members acknowledge their responsibilities for complying with the requirements of the Companies Act 2006, as applied by The Limited Liability Partnerships (Accounts and Audit) (Application of Companies Act 2006) Regulations 2008, with respect to accounting records and the preparation of financial statements.

The financial statements have been delivered in accordance with the provisions applicable to LLPs subject to the small LLPs regime.

The entity has opted not to file the statement of comprehensive income in accordance with the provisions applicable to entities subject to the small LLPs regime.

The financial statements were approved and authorised for issue by the members and were signed on their behalf on 15 December 2025.




C A Gorman
Designated member

The notes on pages 4 to 9 form part of these financial statements.

Page 2
 

 
ALEXIS FUND MANAGEMENT LLP


 

RECONCILIATION OF MEMBERS' INTERESTS
FOR THE YEAR ENDED 31 MARCH 2025








EQUITY
Members' other interests
DEBT
Loans and other debts due to members less any amounts due from members in debtors
Total members' interests
Members' capital (classified as equity)
Other reserves
Total
Members' capital (classified as debt)
Other amounts
Total
Total

$
$
$
$
$
$
$

Members' remuneration charged as an expense
-
-
-
-
156,862
156,862
156,862

Profit for the year available for discretionary division among members
 
-
1,411,762
1,411,762
-
-
-
1,411,762

MEMBERS' INTERESTS AFTER PROFIT FOR THE YEAR
7,111,162
6,543,269
13,654,431
630,345
(3,129,926)
(2,499,581)
11,154,850

Amounts introduced by members
-
-
-
-
96,920
96,920
96,920

Drawings on account and distribution of profit
-
-
-
-
(1,137,805)
(1,137,805)
(1,137,805)

Amounts due to members
630,345
(4,170,811)
(3,540,466)

BALANCE AT 31 MARCH 2024
7,111,162
6,543,269
13,654,431
630,345
(4,170,811)
(3,540,466)
10,113,965

Members' remuneration charged as an expense
-
-
-
-
100,209
100,209
100,209

Profit for the year available for discretionary division among members
 
-
233,822
233,822
-
-
-
233,822

MEMBERS' INTERESTS AFTER PROFIT FOR THE YEAR
7,111,162
6,777,091
13,888,253
630,345
(4,070,602)
(3,440,257)
10,447,996

Amounts introduced by members
-
-
-
-
1,095,694
1,095,694
1,095,694

Drawings on account and distribution of profit
-
-
-
-
(4,076,972)
(4,076,972)
(4,076,972)

Amounts due to members
630,345
(7,051,880)
(6,421,535)

BALANCE AT 31 MARCH 2025 
7,111,162
6,777,091
13,888,253
630,345
(7,051,880)
(6,421,535)
7,466,718

The notes on pages 4 to 9 form part of these financial statements.

There are no existing restrictions or limitations which impact the ability of the members of the LLP to reduce the amount of Members' other interests.

Page 3
 
ALEXIS FUND MANAGEMENT LLP
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

1.


GENERAL INFORMATION

Alexis Fund Management LLP (LLP number: OC327240), having its registered office at 1st Floor Sackville House, 143-149 Fenchurch Street, London, EC3M 6BL, is a limited liability partnership incorporated in England and Wales. The company's trading address is 94 Winnington Road, London, N2 0TU.

2.ACCOUNTING POLICIES

 
2.1

BASIS OF PREPARATION OF FINANCIAL STATEMENTS

The financial statements have been prepared under the historical cost convention unless otherwise specified within these accounting policies and in accordance with FRS 102 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland' and the requirements of the Companies Act 2006. The disclosure requirements of Section 1A of FRS 102 have been applied other than where additional disclosure is required to show a true and fair view.

The following principal accounting policies have been applied:

  
2.2

STATEMENT OF CASH FLOWS

The LLP has taken advantage of the exemption in Financial Reporting Standard 102 Section 1A.7 from the requirement to produce a Statement of Cash Flows on the grounds that it is a small LLP.

 
2.3

FOREIGN CURRENCY TRANSLATION

Functional and presentation currency
The LLP's functional and presentational currency is US dollars.
Transactions and balances
Foreign currency transactions are translated into the functional currency using the spot exchange rates at the dates of the transactions.
At each period-end foreign currency monetary items are translated using the closing rate. Non-monetary items measured at historical cost are translated using the exchange rate at the date of the transaction and non-monetary items measured at fair value are measured using the exchange rate when fair value was determined.
Foreign exchange gains and losses resulting from the settlement of transactions and from the translation at period-end exchange rates of monetary assets and liabilities denominated in foreign currencies are recognised in the Statement of Comprehensive Income except when deferred in other comprehensive income as qualifying cash flow hedges.
Foreign exchange gains and losses that relate to borrowings and cash and cash equivalents are presented in the Statement of Comprehensive Income within 'finance income or costs'. All other foreign exchange gains and losses are presented in the Statement of Comprehensive Income within 'other operating income'.

Page 4

 
ALEXIS FUND MANAGEMENT LLP
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

2.ACCOUNTING POLICIES (CONTINUED)

 
2.4

TURNOVER

Turnover is recognised to the extent that it is probable that the economic benefits will flow to the LLP and the turnover can be reliably measured. Turnover is measured as the fair value of the consideration received or receivable, excluding discounts, rebates, value added tax and other sales taxes. The following criteria must also be met before turnover is recognised:

Rendering of services

Turnover from a contract to provide services is recognised in the period in which the services are provided in accordance with the stage of completion of the contract when all of the following conditions are satisfied:
the amount of turnover can be measured reliably;
it is probable that the LLP will receive the consideration due under the contract;
the stage of completion of the contract at the end of the reporting period can be measured reliably; and
the costs incurred and the costs to complete the contract can be measured reliably.

 
2.5

OPERATING LEASES: THE LLP AS LESSEE

Rentals paid under operating leases are charged to the Statement of Comprehensive Income on a straight-line basis over the lease term.
Benefits received and receivable as an incentive to sign an operating lease are recognised on a straight-line basis over the lease term, unless another systematic basis is representative of the time pattern of the lessee's benefit from the use of the leased asset.

 
2.6

INTEREST INCOME

Interest income is recognised in the Statement of Comprehensive Income using the effective interest method.

  
2.7

TAXATION PROVISIONS

Taxation on the profits of the LLP is solely the liability of the individual members. Therefore there is neither income tax nor deferred tax arising in respect of the LLP's profit is recognised in the financial statements.

Page 5

 
ALEXIS FUND MANAGEMENT LLP
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

2.ACCOUNTING POLICIES (CONTINUED)

 
2.8

TANGIBLE FIXED ASSETS

Tangible fixed assets under the cost model are stated at historical cost less accumulated depreciation and any accumulated impairment losses. Historical cost includes expenditure that is directly attributable to bringing the asset to the location and condition necessary for it to be capable of operating in the manner intended by management.
The LLP adds to the carrying amount of an item of fixed assets the cost of replacing part of such an item when that cost is incurred, if the replacement part is expected to provide incremental future benefits to the LLP. The carrying amount of the replaced part is derecognised. Repairs and maintenance are charged to profit or loss during the period in which they are incurred.
Depreciation is charged so as to allocate the cost of assets less their residual value over their estimated useful lives, using the straight line method.

Depreciation is provided on the following basis:

Office equipment
-
33%
straight line

The assets' residual values, useful lives and depreciation methods are reviewed, and adjusted prospectively if appropriate, or if there is an indication of a significant change since the last reporting date.
Gains and losses on disposals are determined by comparing the proceeds with the carrying amount and are recognised in the Statement of Comprehensive Income.

 
2.9

DEBTORS

Short-term debtors are measured at transaction price, less any impairment.

 
2.10

CASH AND CASH EQUIVALENTS

Cash is represented by cash in hand and deposits with financial institutions repayable without penalty on notice of not more than 24 hours. Cash equivalents are highly liquid investments that mature in no more than three months from the date of acquisition and that are readily convertible to known amounts of cash with insignificant risk of change in value.

 
2.11

CREDITORS

Short-term creditors are measured at the transaction price.

Page 6

 
ALEXIS FUND MANAGEMENT LLP
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

2.ACCOUNTING POLICIES (CONTINUED)

 
2.12

FINANCIAL INSTRUMENTS

The LLP only enters into basic financial instrument transactions that result in the recognition of financial assets and liabilities like trade and other debtors and creditors, loans from banks and other third parties, loans to related parties and investments in ordinary shares.
Debt instruments that are payable or receivable within one year, typically trade debtors and creditors, are measured, initially and subsequently, at the undiscounted amount of the cash or other consideration expected to be paid or received.
Derivatives, including interest rate swaps and forward foreign exchange contracts, are not basic financial instruments. Derivatives are initially recognised at fair value on the date a derivative contract is entered into and are subsequently re-measured at their fair value. Changes in the fair value of derivatives are recognised in the Statement of Comprehensive Income in finance costs or income as appropriate. The LLP does not currently apply hedge accounting for interest rate and foreign exchange derivatives.

  
2.13

CURRENT ASSET INVESTMENTS

Current asset investments are recognised at market value. 


3.


EMPLOYEES

The LLP has no employees.






Page 7

 
ALEXIS FUND MANAGEMENT LLP
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

4.


TANGIBLE FIXED ASSETS





Office equipment

$



COST


At 1 April 2024 
95,891


Additions
9,169



At 31 March 2025

105,060



DEPRECIATION


At 1 April 2024
82,504


Charge for the year 
10,898



At 31 March 2025

93,402



NET BOOK VALUE



At 31 March 2025
11,658



At 31 March 2024
13,387


5.


DEBTORS

2025
2024
$
$


Other debtors
1,327
1,327

Prepayments and accrued income
1,532
3,020

2,859
4,347



6.


CURRENT ASSET INVESTMENTS

2025
2024
$
$

Listed investments
4,051,116
5,347,839


The market value of listed investments at 31 March 2025 was $4,051,116 (2024: $5,347,839).

Page 8

 
ALEXIS FUND MANAGEMENT LLP
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

7.


CREDITORS: Amounts falling due within one year

2025
2024
$
$

Accruals and deferred income
11,619
11,369



8.


FINANCIAL INSTRUMENTS

2025
2024
$
$

FINANCIAL ASSETS


Financial assets measured at fair value through profit or loss
7,463,820
10,107,600




Financial assets measured at fair value through profit or loss comprise current asset investments and cash at bank and in hand.


9.


LOANS AND OTHER DEBTS DUE TO MEMBERS


2025
2024
$
$



Members' capital treated as debt
630,345
630,345

Other amounts due to members
(7,051,880)
(4,170,811)

(6,421,535)
(3,540,466)

Loans and other debts due to members may be further analysed as follows:

2025
2024
$
$



Falling due within one year
6,421,535
3,540,466

Loans and other debts due to members rank equally with debts due to ordinary creditors in the event of a winding up.


Page 9