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Registered number: OC400571









ARCATOR CAPITAL MANAGEMENT LLP









FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 MARCH 2026

 
ARCATOR CAPITAL MANAGEMENT LLP
 

INFORMATION




Designated Members

Mr L S Alves
Mr B Goldsmith
Mr G D M Thomas

Member

Mr E Pybus


LLP registered number

OC400571

Registered office

2nd Floor, Heathmans House19 Heathmans RoadLondonSW6 4TJ


 
ARCATOR CAPITAL MANAGEMENT LLP
 

CONTENTS



Page
Members' Report
1 - 4
Independent Auditors' Report
5 - 8
Profit and Loss Account
9
Balance Sheet
10 - 11
Reconciliation of Members' Interests
12
Statement of Cash Flows
13
Notes to the Financial Statements
14 - 20


 
ARCATOR CAPITAL MANAGEMENT LLP
 
  
MEMBERS' REPORT
FOR THE YEAR ENDED 31 MARCH 2026

The members present their annual report together with the audited financial statements of Arcator Capital Management LLP (the "LLP") for the ended 31 March 2026
 

Principal activities
 
 
The principal activity of the LLP in the year under review was that of investment management.
 
 
Designated Members
 
 
Mr L S Alves, Mr B Goldsmith and Mr G D M Thomas were designated members of the LLP throughout the period.
 

Results for the period and allocation to members


The profit for the period before members' remuneration and profit shares was £273,506 (2025: £1,402,639).
 
Members' interests
 
 
Members are permitted to make drawings in anticipation of profits which will be allocated to them. The amount of such drawings is set at the beginning of each financial year, taking into account the anticipated cash needs of the LLP.

New members are required to subscribe a minimum level of capital and in subsequent years members are invited to subscribe for further capital, the amounts of which is determined by the performance and seniority of those members. On retirement, capital is repaid to members.
 
 
Members' responsibilities statement
 
 
The members are responsible for preparing the Report of the Members and the financial statements in accordance with applicable law and regulations.
 
 
Legislation applicable to limited liability partnerships requires the members to prepare financial statements for each financial year. Under that law the members have elected to prepare the financial statements in accordance with United Kingdom Generally Accepted Accounting Practice (United Kingdom Accounting Standards and applicable law). Under legislation applicable to limited liability partnerships the members must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the LLP and of the profit or loss of the LLP for that period.

In preparing these financial statements, the members are required to:
 
select suitable accounting policies and then apply them consistently;
 
make judgments and accounting estimates that are reasonable and prudent;
 
prepare the financial statements on the going concern basis unless it is inappropriate to presume that the LLP will continue in business.
 

The members are responsible for keeping adequate accounting records that are sufficient to show and explain the LLP's transactions and disclose with reasonable accuracy at any time the financial position of the LLP and to enable them to ensure that the financial statements comply with the Companies Act 2006 (as applied by The Limited Liability Partnerships (Accounts and Audit) (Application of the Companies Act 2006) Regulations 2008)They are also responsible for safeguarding the assets of the LLP and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.


 
Page 1

 
ARCATOR CAPITAL MANAGEMENT LLP
 
 
MEMBERS' REPORT (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2026
 
 
MIFIDPRU 8 Disclosure

Regulatory Context

Menhaden Capital Management LLP ("Menhaden" or the "Firm") is a Limited Liability Partnership incorporated under the laws of England and Wales. Menhaden is authorised and regulated by the Financial Conduct Authority ("FCA") (Firm Reference Number ("FRN") 765762).

Menhaden is required to make this Disclosure in accordance with MIFIDPRU 8, the regulatory purpose of which is to provide stakeholders and market participants with insight into how the Firm operates. The Disclosure also aims to help stakeholders make more informed decisions about their relationship with the Firm.

This Disclosure covers the period 1 April 2025 to 31 March 2026, and subsequent updates will be made on at least an annual basis as of the Accounting Reference Date ("ARD"), which is 31 March each year. The Disclosure will be publicly disclosed in the Firm's annual reports and accounts. The Firm may choose, at its own discretion, to make more frequent public disclosures where a particular circumstance requires this in the opinion of the Firm's management.

The level of detail provided in the qualitative disclosures is proportionate to the size and internal organisation of the Firm and takes into consideration the nature, scope, and complexity of the Firm's business activities.

This Disclosure is made in line with the requirements which apply to Menhaden as a MiFID Investment Firm, which is classed as Small and Non-Interconnected Firm ("SNI") with no Additional Tier 1 Capital in issue.

The information contained in this document has not been audited by the Firm's external auditors, as no such audit is required, and does not constitute any form of financial statement and must not be relied upon in making any judgement on the Firm.

Remuneration Disclosures

Distributions to Senior Management and Owners
In accordance with the guidance in SYSC 19G.4.4, at the end of each year, the residual profits of the limited liability partnership are distributed among the members. The level of ownership of each member is reflected in the proportion of ownership shares they have. As residual profits are distributed according to the ownership shares and are not linked to work or performance, this is not considered to be remuneration for the purpose of the Firm's Remuneration Policy.

However, fixed profit shares, or fixed draws, received by partners in anticipation of the Firm making a profit over the course of the year, though such drawings may have to be paid back in the event of a shortfall in profits, are considered to be fixed remuneration. Discretionary shares of profits received by partners based on performance of he individual or their business unit, are considered to constitute variable remuneration.

(a) Qualitative Disclosure
Menhaden's Remuneration Policy ("Policy") is designed to recognise and reward good performance which is delivered in a manner consistent with the Firm's values, culture, regulatory obligations and risk profile, as well as the risk profile and objectives of its customers. The objective of the remuneration framework adopted is, therefore, to align individual contributions with their performance objectives, in a manner which gives reasonable and due consideration to the following factors.

- the consistent promotion of sound and effective risk management;
- ensuring that excessive risk taking is not encouraged;
- ensuring compliance with the Firm's conflicts of interest and outside business interests policies and procedures, such that appropriate disclosure and mitigation are achieved, as appropriate; and
- alignment with the Firm's business strategy, regulatory obligations, objectives, values and long-term interests.

 
Page 2

 
ARCATOR CAPITAL MANAGEMENT LLP
 
 
MEMBERS' REPORT (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2026
 
 

Menhaden aims to ensure that all members of its staff receive fixed remuneration by way of a salary or fixed draw, which is appropriate to attract and retain skilled and experienced personnel for the specific roles and responsibilities assigned.

Staff members are also entitled to receive, at the Firm's discretion, variable remuneration by way of a bonus. All variable remuneration payments will take the form of cash payments.

The Firm's Remuneration Policy is reviewed at least annually. Due to its size and the nature of its activities, Menhaden does not believe it is proportionate to have a standalone Remuneration Committee.

(b) Quantitative Disclosure
As an SNI-MIFIDPRU Investment Firm, Menhaden must disclose the total amount of remuneration awarded to all personnel, divided into fixed and variable remuneration.

Total Remuneration £273,506
Fixed Remuneration £204,997
Variable Remuneration £68,509

Going concern
Menhaden Capital Management LLP (“MCM”) was established in 2015 in order to provide investment management services to Menhaden Capital PLC (“MPLC”). MPLC remained the partnership’s sole client.

MPLC announced a strategic review in September 2024 in order to address the issues it faced prior to its continuation vote in 2025. MPLC’s secondary market liquidity had remained relatively low, which has led to its shares trading at a material discount to its net asset value per share.

Following consultation with key shareholders, the Board of MPLC decided to propose an orderly realisation of the company and return the realised capital to shareholders. MPLC held a General Meeting in March 2025, where a resolution to approve the voluntary liquidation was passed. The sale of the quoted equity portfolio followed during April and May 2025, in conjunction with MCM. The sales of two of the private investments were completed on 1 July 205, with the remaining two expected to complete in the remainder of that month. 

The loss of its sole client means that MCM cannot continue to trade in its current form. The members agreed that G D M Thomas, L S Alves and E Pybus would step down from the LLP and that B Goldsmith would be responsible for taking the LLP forwards with new members, pursuing new business opportunities. The members therefore consider that, whilst the LLP itself is a going concern, the current trade is not a going concern. The financial position as at 31 March 2026 (as shown in these financial statements) reflects that position.
 
Statement as to disclosure of information to auditors
 
 
So far as the members are aware, there is no relevant audit information (as defined by Section 418 of the Companies Act 2006) of which the LLP's auditors are unaware, and each member has taken all the steps that he ought to have taken as a member in order to make himself aware of any relevant audit information and to establish that the LLP's auditors are aware of that information.


 

Page 3

 
ARCATOR CAPITAL MANAGEMENT LLP
 
 
MEMBERS' REPORT (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2026
 
 
Auditors
 
 
The auditorsWellers Limitedhave indicated their willingness to continue in office. The Designated members will propose a motion re-appointing the auditors at a meeting of the members.
 

This report was approved by the members and signed on their behalf by: 



Mr B Goldsmith
Designated member


Date: 27 July 2026

Page 4

 
ARCATOR CAPITAL MANAGEMENT LLP
 
 
 
INDEPENDENT AUDITORS' REPORT TO THE MEMBERS OF ARCATOR CAPITAL MANAGEMENT LLP
 

Opinion
 

We have audited the financial statements of Arcator Capital Management LLP (the 'LLP') for the year ended 31 March 2026, which comprise the Profit and Loss Account, the Balance Sheet, the Statement of Cash Flows, the Reconciliation of Members' Interests and the related notes, including a summary of significant accounting policiesThe financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 ‘The Financial Reporting Standard applicable in the UK and Republic of Ireland' (United Kingdom Generally Accepted Accounting Practice).


In our opinion the financial statements:


give a true and fair view of the state of the LLP's affairs as at 31 March 2026 and of its result for the year then ended;
have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice; and
have been prepared in accordance with the requirements of the Companies Act 2006, as applied to limited liability partnerships by The Limited Liability Partnerships (Accounts and Audit) (Application of Companies Act 2006) Regulations 2008.


Basis for opinion


We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditors' responsibilities for the audit of the financial statements section of our report. We are independent of the LLP in accordance with the ethical requirements that are relevant to our audit of the financial statements in the United Kingdom, including the Financial Reporting Council's Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.


Conclusions relating to going concern
 

In auditing the financial statements, we have concluded that the members' use of the going concern basis of accounting in the preparation of the financial statements is appropriate.


Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the LLP's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.


Our responsibilities and the responsibilities of the members with respect to going concern are described in the relevant sections of this report.


Page 5

 
ARCATOR CAPITAL MANAGEMENT LLP
 
 
 
INDEPENDENT AUDITORS' REPORT TO THE MEMBERS OF ARCATOR CAPITAL MANAGEMENT LLP (CONTINUED)


Other information
 

The other information comprises the information included in the Annual Report other than the financial statements and our Auditors' Report thereon. The members are responsible for the other information contained within the Annual ReportOur opinion on the financial statements does not cover the other information and we do not express any form of assurance conclusion thereon. Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit, or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.


We have nothing to report in this regard.


Matters on which we are required to report by exception
 

We have nothing to report in respect of the following matters in relation to which the Companies Act 2006, as applied to limited liability partnerships, requires us to report to you if, in our opinion:


adequate accounting records have not been kept, or returns adequate for our audit have not been received from branches not visited by us; or
the financial statements are not in agreement with the accounting records and returns; or
we have not received all the information and explanations we require for our audit; or



Responsibilities of members
 

As explained more fully in the Members' Responsibilities Statement set out on page 1, the members are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the members determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.


In preparing the financial statements, the members are responsible for assessing the LLP's ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the members either intend to liquidate the LLP or to cease operations, or have no realistic alternative but to do so.


Page 6

 
ARCATOR CAPITAL MANAGEMENT LLP
 
 
 
INDEPENDENT AUDITORS' REPORT TO THE MEMBERS OF ARCATOR CAPITAL MANAGEMENT LLP (CONTINUED)


Auditors' responsibilities for the audit of the financial statements
 

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an Auditors' Report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.


Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

Discussions were held with, and enquiries made of, management and those charged with governance with a view to identifying those laws and regulations that could be expected to have a material impact on the financial statements. During the engagement team briefing, the outcomes of these discussions and enquiries were shared with the team, as well as consideration as to where and how fraud may occur in the entity. The following laws and regulations were identified as being of significance to the entity:

• Those laws and regulations considered to have a direct effect on the financial statements include UK financial  reporting standards, Company Law, Tax and Pensions legislation.

Audit procedures undertaken in response to the potential risks relating to irregularities (which include fraud and non-compliance with laws and regulations) comprised of: inquiries of management and those charged with governance as to whether the entity complies with such laws and regulations; enquiries with the same concerning any actual or potential litigation or claims; inspection of relevant legal correspondence; review of board minutes; testing the appropriateness of entries in the nominal ledger, including journal entries; reviewing transactions around the end of the reporting period; and the performance of analytical procedures to identify unexpected movements in account balances which may be indicative of fraud.

No instances of material non-compliance were identified. However, the likelihood of detecting irregularities, including fraud, is limited by the inherent difficulty in detecting irregularities, the effectiveness of the entity’s controls, and the nature, timing and extent of the audit procedures performed. Irregularities that result from fraud might be inherently more difficult to detect than irregularities that result from error. As explained above, there is an unavoidable risk that material misstatements may not be detected, even though the audit has been planned and performed in accordance with ISAs (UK).


A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council's website at: www.frc.org.uk/auditorsresponsibilities. This description forms part of our Auditors' Report.


Page 7

 
ARCATOR CAPITAL MANAGEMENT LLP
 
 
 
INDEPENDENT AUDITORS' REPORT TO THE MEMBERS OF ARCATOR CAPITAL MANAGEMENT LLP (CONTINUED)


Use of our report
 

This report is made solely to the LLP's members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006, as applied by Part 12 of The Limited Liability Partnerships (Accounts and Audit) (Applications of Companies Act 2006) Regulations 2008Our audit work has been undertaken so that we might state to the LLP's members those matters we are required to state to them in an Auditors' Report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the LLP and the LLP's members, as a body, for our audit work, for this report, or for the opinions we have formed.





Mr James Tillotson (Senior Statutory Auditor)
for and on behalf of
Wellers Limited
Statutory Auditors
3rd Floor, The Coade
98 Vauxhall Walk
London
SE11 5EL

27 July 2026
Page 8

 
ARCATOR CAPITAL MANAGEMENT LLP
 
 
PROFIT AND LOSS ACCOUNT
FOR THE YEAR ENDED 31 MARCH 2026

2026
2025
Note
£
£

  

Turnover
 4 
366,335
1,602,285

Gross profit
  
366,335
1,602,285

Administrative expenses
  
(92,829)
(199,647)

Operating profit
  
273,506
1,402,638

Profit for the year before members' remuneration and profit shares
  
273,506
1,402,638

  

Profit for the year before members' remuneration and profit shares
  
273,506
1,402,638

Members' remuneration charged as an expense
  
(273,506)
(1,402,638)

Profit for the financial year available for discretionary division among members
  
-
-

There are no items of other comprehensive income for 2026 or 2025 other than the profit for the yearAs a result, no separate Statement of Comprehensive Income has been presented.

The notes on pages 14 to 20 form part of these financial statements.

Page 9

 
ARCATOR CAPITAL MANAGEMENT LLP
REGISTERED NUMBER: OC400571

BALANCE SHEET
AS AT 31 MARCH 2026

2026
2025
Note
£
£

Fixed assets
  

Tangible assets
 7 
126
1,130

  
126
1,130

Current assets
  

Debtors: amounts falling due within one year
 8 
95,931
177,543

Cash at bank and in hand
 9 
106,516
87,295

  
202,447
264,838

Creditors: Amounts Falling Due Within One Year
 10 
(17,274)
(16,356)

Net current assets
  
 
 
185,173
 
 
248,482

Total assets less current liabilities
  
185,299
249,612

  

Net assets
  
185,299
249,612


Represented by:
  

Loans and other debts due to members within one year
  

Other amounts
 11 
72,799
167,112

  
72,799
167,112

Members' other interests
  

Members' capital classified as equity
  
112,500
82,500

  
 
112,500
 
82,500

  
185,299
249,612


Total members' interests
  

Amounts due from members (included in debtors)
 8 
(95,234)
(18,068)

Loans and other debts due to members
 11 
72,799
167,112

Members' other interests
  
112,500
82,500

  
90,065
231,544


Page 10

 
ARCATOR CAPITAL MANAGEMENT LLP
REGISTERED NUMBER: OC400571
    
BALANCE SHEET (CONTINUED)
AS AT 31 MARCH 2026



The financial statements were approved and authorised for issue by the members and were signed on their behalf by: 




Mr B Goldsmith
Designated member

Date: 27 July 2026

The notes on pages 14 to 20 form part of these financial statements.

Arcator Capital Management LLP has no equity and, in accordance with the provisions contained within the Statement of Recommended Practice "Accounting by Limited Liability Partnerships", has not presented a Statement of Changes in Equity.

Page 11

 
ARCATOR CAPITAL MANAGEMENT LLP
 

RECONCILIATION OF MEMBERS' INTERESTS
FOR THE YEAR ENDED 31 MARCH 2026






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)
Total
Other amounts
Total
Total

£
£
£
£
£

Amounts due to members 
1,010,031
1,010,031


Balance at 1 April 2024 
82,500
82,500
1,010,031
1,010,031
1,092,531

Members' remuneration charged as an expense
-
-
1,402,638
1,402,638
1,402,638

Members' interests after profit for the year
82,500
82,500
2,412,669
2,412,669
2,495,169

Drawings on account and distribution of profit
-
-
(2,263,627)
(2,263,627)
(2,263,627)

Amounts due to members
167,112
167,112

Amounts due from members
 


(18,069)
(18,069)


Balance at 31 March 2025
82,500
82,500
149,043
149,043
231,543

Members' remuneration charged as an expense
-
-
273,506
273,506
273,506

Members' interests after profit for the year
82,500
82,500
422,549
422,549
505,049

Amounts introduced by members
30,000
30,000
-
-
30,000

Drawings on account and distribution of profit
-
-
(444,985)
(444,985)
(444,985)

Amounts due to members
72,799
72,799

Amounts due from members
 


(95,234)
(95,234)


Balance at 31 March 2026 
112,500
112,500
(22,435)
(22,435)
90,065

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 12

 
ARCATOR CAPITAL MANAGEMENT LLP
 

STATEMENT OF CASH FLOWS
FOR THE YEAR ENDED 31 MARCH 2026

2026
2025
£
£


Profit for the financial year
-
-

Adjustments for:

Members' remuneration charged as an expense
273,506
1,402,638

Depreciation of tangible assets
1,003
1,082

Decrease in debtors
158,777
825,775

Increase/(decrease) in creditors
920
(418)

Net cash generated from operating activities before transactions with members

434,206
2,229,077


Members' remuneration charged as an expense
(273,506)
(1,402,638)

Net cash generated from operating activities
160,700
826,439

Cash flows from investing activities

Purchase of tangible fixed assets
-
(380)

Net cash from investing activities

-
(380)

Cash flows from financing activities

Members' capital contributed
30,000
-

Distribution paid to members
(444,985)
(2,263,627)

Other transactions with members
273,506
1,402,638

Net cash used in financing activities
(141,479)
(860,989)

Net increase/(decrease) in cash and cash equivalents
19,221
(34,930)

Cash and cash equivalents at beginning of year
87,295
122,225

Cash and cash equivalents at the end of year
106,516
87,295


Cash and cash equivalents at the end of year comprise:

Cash at bank and in hand
106,516
87,295

106,516
87,295


The notes on pages 14 to 20 form part of these financial statements.

Page 13

 
ARCATOR CAPITAL MANAGEMENT LLP
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2026

1.


General information

Menhaden Capital Management LLP is a limited liability partnership registered in England and Wales. The partnership's registered address is 2nd Floor, Heathmans House, 19 Heathmans Road, London, England, SW6 4TJ. Their principal place of business is 14, Curzon Street, London, England, W1J 5HN.

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 Financial Reporting Standard 102, the Financial Reporting Standard applicable in the UK and the Republic of Ireland and the Companies Act 2006 and the requirements of the Statement of Recommended Practice "Accounting by Limited Liability Partnerships".

 
2.2

Going concern

Menhaden Capital Management LLP (“MCM”) was established in 2015 in order to provide investment management services to Menhaden Capital PLC (“MPLC”). MPLC remained the partnership’s sole client.

MPLC announced a strategic review in September 2024 in order to address the issues it faced prior to its continuation vote in 2025. MPLC’s secondary market liquidity had remained relatively low, which has led to its shares trading at a material discount to its net asset value per share.

Following consultation with key shareholders, the Board of MPLC decided to propose an orderly realisation of the company and return the realised capital to shareholders. MPLC held a General Meeting in March 2025, where a resolution to approve the voluntary liquidation was passed. The sale of the quoted equity portfolio followed during April and May 2025, in conjunction with MCM. The sales of two of the private investments were completed on 1 July 205, with the remaining two expected to complete in the remainder of that month. 

The loss of its sole client means that MCM cannot continue to trade in its current form. The members agreed that G D M Thomas, L S Alves and E Pybus would step down from the LLP and that B Goldsmith would be responsible for taking the LLP forwards with new members, pursuing new business opportunities. The members therefore consider that, whilst the LLP itself is a going concern, the current trade is not a going concern. The financial position as at 31 March 2026 (as shown in these financial statements) reflects that position.

 
2.3

Turnover

Turnover is measured at the fair value of the consideration received or receivable for services rendered, net of discounts and Value Added Tax.

Revenue from the rendering of services is measured by reference to the stage of completion of the service transaction at the end of the reporting period provided that the outcome can be reliably estimated. When the outcome cannot be reliably estimated, revenue is recognised only to the extent that expenses recognised are recoverable.

Turnover is generated based on the performance of the underlying fund to which the LLP provides investment management services.

Page 14

 
ARCATOR CAPITAL MANAGEMENT LLP
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2026

2.Accounting policies (continued)

 
2.4

Tangible fixed assets


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:

Fixtures and fittings
-
25%
Computer equipment
-
33%

Tangible assets are initially recorded at cost, and subsequently stated at cost less any accumulated depreciation and impairment losses. Any tangible assets carried at revalued amounts are recorded at the fair value at the date of revaluation less any subsequent accumulated depreciation and subsequent accumulated impairment losses.

An increase in the carrying amount of an asset as a result of a revaluation, is recognised in other comprehensive income and accumulated in equity, except to the extent it reverses a revaluation decrease of the same asset previously recognised in profit or loss. A decrease in the carrying amount of an asset as a result of revaluation, is recognised in other comprehensive income to the extent of any previously recognised revaluation increase accumulated in equity in respect of that asset. Where a revaluation decrease exceeds the accumulated revaluation gains accumulated in equity in respect of that asset, the excess shall be recognised in profit or loss.


 
2.5

Financial instruments

A financial asset or a financial liability is recognised only when the entity becomes a party to the contractual provisions of the instrument. Basic financial instruments are initially recognised at the transaction price, unless the arrangement constitutes a financing transaction, where it is recognised at the present value of the future payments discounted at a market rate of interest for a similar debt instrument. Debt instruments are subsequently measured at amortised cost. Where investments in non-convertible preference shares and non-puttable ordinary shares or preference shares are publicly traded or their fair value can otherwise be measured reliably, the investment is subsequently measured at fair value with changes in fair value recognised in profit or loss. All other such investments are subsequently measured at cost less impairment.

  
2.6

Foreign currencies

Foreign currency transactions are initially recorded in the functional currency, by applying the spot exchange rate as at the date of the transaction. Monetary assets and liabilities denominated in foreign currencies are translated at the exchange rate ruling at the reporting date, with any gains or losses being taken to the profit and loss account.

 
Page 15

 
ARCATOR CAPITAL MANAGEMENT LLP
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2026

2.Accounting policies (continued)

  
2.7

Members participation rights

Members' participation rights are the rights of a member against the LLP that arise under the members' agreement (for example, in respect of amounts subscribed or otherwise contributed, remuneration and profits)

Members' participation rights in the earnings or assets of the LLP are analysed between those that are, from the LLP's perspective, either a financial liability or equity, in accordance with Section 22 of FRS 102, 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland', and the requirements of the Statement of Recommended Practice 'Accounting by Limited Liability Partnerships'. A member's participation right results in a liability unless the right to any payment is discretionary on the part of the LLP.

Amounts subscribed or otherwise contributed by members, for example members' capital, are classed as equity if the LLP has an unconditional right to refuse payment to members. If the LLP does not have such an unconditional right, such amounts are classified as liabilities.

Where profits are automatically divided as they arise, so the LLP does not have an unconditional right to refuse payment, the amounts arising that are due to members are in the nature of liabilities. They are therefore treated as an expense in the statement of comprehensive income in the relevant year. To the extent that they remain unpaid at the year end, they are shown as liabilities in the statement of financial position. Conversely, where profits are divided only after a decision by the LLP or its representative, so that the LLP has an unconditional right to refuse payment, such profits are classed as an appropriation of equity rather than as an expense. They are therefore shown as a residual amount available for discretionary division among members in the statement of comprehensive income and are equity appropriations in the statement of financial position.

Other amounts applied to members, for example remuneration paid under an employment contract and interest on capital balances, are treated in the same way as all other divisions of profits, as described above, according to whether the LLP has, in each case, an unconditional right to refuse payment.

All amounts due to members that are classified as liabilities are presented in the statement of financial position within 'Loans and other debts due to members' and are charged to the statement of comprehensive income within 'Members' remuneration charged as an expense'. Amounts due to members that are classified as equity are shown in the statement of financial position within  Members' other interests'.


3.


Judgments in applying accounting policies and key sources of estimation uncertainty

The preparation of the financial statements requires management to make judgements, estimates and assumptions that affect the amounts reported. These estimates and judgements are continually reviewed and are based on experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances. In the opinion of the directors there are no judgements or key sources of estimation uncertainty that affect the preparation of the financial statements.

Page 16

 
ARCATOR CAPITAL MANAGEMENT LLP
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2026

4.


Turnover

The turnover is attributable to the one principal activity of the company and is based on the performance of the underlying fund managed.

Turnover arises from:


2026
2025
£
£

Rendering of services
366,335
1,602,285

366,335
1,602,285


All turnover arose within the United Kingdom.


5.


Operating profit

The operating profit is stated after charging:

2026
2025
£
£

Depreciation - owned assets
1,003
1,082

Auditors' remuneration
7,200
9,000


6.


Information in relation to members

2026
2025
Number
Number


The average number of members during the year was
4
4

2026
2025
£
£


The average members remuneration during the year was
68,377
350,660



Paid under the terms of the LLP agreement
273,506
1,402,638

273,506
1,402,638



Page 17

 
ARCATOR CAPITAL MANAGEMENT LLP
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2026

7.


Tangible fixed assets





Fixtures and fittings
Computer equipment
Total

£
£
£



Cost or valuation


At 1 April 2025
2,450
15,150
17,600



At 31 March 2026

2,450
15,150
17,600



Depreciation


At 1 April 2025
2,450
14,021
16,471


Charge for the year on owned assets
-
1,003
1,003



At 31 March 2026

2,450
15,024
17,474



Net book value



At 31 March 2026
-
126
126



At 31 March 2025
-
1,130
1,130

Page 18

 
ARCATOR CAPITAL MANAGEMENT LLP
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2026

8.


Debtors

2026
2025
£
£


Prepayments and accrued income
697
159,474

Amounts due from members
95,234
18,069

95,931
177,543



9.


Cash and cash equivalents

2026
2025
£
£

Cash at bank and in hand
106,516
87,295

106,516
87,295



10.


Creditors: Amounts falling due within one year

2026
2025
£
£

Trade creditors
5,874
3,013

Accruals and deferred income
11,400
13,343

17,274
16,356



11.


Loans and other debts due to members


2026
2025
£
£



Amounts owed to/(from) members in respect of profits
72,799
167,112

72,799
167,112


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

Page 19

 
ARCATOR CAPITAL MANAGEMENT LLP
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2026

12.


Analysis of net debt





At 1 April 2025
Arising from cash flows
Other non-cash changes
At 31 March 2026
£

£

£

£

Cash at bank and in hand

87,295

19,221

-

106,516

Net debt (before members' debt)
87,295
19,221
-
106,516

Loans and other debts due to members





Other amounts due to members
(167,112)

-

94,313

(72,799)

Net debt


(79,817)
19,221
94,313
33,717


13.


Controlling party

The ultimate controlling party of the partnership throughout the current year and prior period were Mr B Goldsmith and Mr L S Alves.

 
Page 20