Acer Tree Investment Management LLP

Reference number: 937794

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When acerim.com first appeared online, and whether it can receive email
  • What kind of line 020 8124 8005 is
  • Who else gives the postcode W1B 4BE
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FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments · Run or oversee funds FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (7 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing an unauthorised AIF
  • Managing investments

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.
One supervisory condition set by the FCA

These are conditions the FCA places on the firm itself, covering things like capital it must hold and what it must report. They do not change what the firm may do for you.

  • CPMI Requirement
    The firm is only permitted to carry on the activities specified in FUND 1.4.3R (1) to (6) or any successor provision

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company status
Active
Company type
Limited liability partnership
Incorporated
19 December 2019 (6 years old)
Registered office
7 Heddon Street, London, W1B 4BE, England

Directors and company secretaries

Name Role Born Appointed Other companies
Jonathan Christian Bowers LLP designated member Apr 1970 19 Dec 2019 2 other companies
Sven Martin Olson LLP designated member Oct 1969 19 Dec 2019 1 other company
Sasha Alexej Vlahcevic LLP designated member Aug 1968 19 Dec 2019 1 other company
Askin Aziz LLP member May 1974 1 Jan 2021 2 other companies
Robert Arthur Galione LLP member Dec 1964 18 Oct 2021 1 other company
ALLARD 2 LIMITED Corporate LLP member Not published 28 Feb 2025 None
HOOPER LLC Corporate LLP member Not published 28 Feb 2025 None
MODRO HOLDINGS LLC Corporate LLP member Not published 28 Feb 2025 None
ROTH IRA Corporate LLP member Not published 28 Feb 2025 None

Other companies run by these 9 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
3
closed down
2
run together
1

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of these 9 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 9 directors run together
  • All 12 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Full accountsNot audited

Turnover

£3.06m

No earlier figure to compare

Profit before tax

£929k

No earlier figure to compare

Net assets

£612k

No earlier figure to compare

Cash at bank

£462k

No earlier figure to compare

About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company OC430068. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Acer Tree Investment Management’s history from the FCA register and Companies House, newest first.

2025

28 February 2025

  • Cabot Square Capital LLP stopped being the majority owner

Companies House

2022

1 December 2022

  • Jonathan Christian Bowers gained significant control

Companies House

22 March 2022

  • FCA imposed a requirement (CPMI Requirement)

FCA register

2021

12 November 2021

  • Regulated by the FCA from this date
  • FCA imposed a requirement (May control but not hold client money)
  • Became authorised by the FCA

FCA register

2020

7 July 2020

  • Jonathan Christian Bowers stopped being a part-owner

Companies House

2019

19 December 2019

  • Incorporated at Companies House
  • Cabot Square Capital LLP became the majority owner (50–75% of shares)
  • Jonathan Christian Bowers became a part-owner (25–50% of shares)

Companies House

In the full report: all 18 events

  • All 18 events in its history (10 shown here)
  • Every director appointment and resignation: 7
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Firms like Acer Tree Investment Management

Other firms of the same type (investment or fund manager), nearest first.

In London

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Acer Tree Investment Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 18 events in its history

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Frequently asked questions about this firm

Is Acer Tree Investment Management LLP FCA authorised?
Yes, Acer Tree Investment Management LLP (FRN 937794) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2021 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is Acer Tree Investment Management’s phone number and website?
The FCA register lists the phone number 020 8124 8005 and the website acerim.com for Acer Tree Investment Management. If you were given different contact details, use these to check with the firm before going any further.
Is Acer Tree Investment Management a scam or clone?
Acer Tree Investment Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Acer Tree Investment Management?
It may control client money but not hold it. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Acer Tree Investment Management to the Financial Ombudsman Service, free of charge.
Who owns Acer Tree Investment Management?
Companies House lists one person with significant control of Acer Tree Investment Management: Mr Jonathan Christian Bowers (significant influence or control). Before that, it was controlled by Cabot Square Capital LLP.
Who runs Acer Tree Investment Management?
Companies House lists 9 directors of Acer Tree Investment Management: Jonathan Christian Bowers, Sven Martin Olson, Sasha Alexej Vlahcevic, Askin Aziz, Robert Arthur Galione, Allard 2 Limited and 3 more.
How long has Acer Tree Investment Management been in business?
The company was formed on 19 December 2019, and has held its current FCA authorisation since November 2021.
What do Acer Tree Investment Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show turnover of £3.06m (no earlier figure to compare) and profit before tax of £929k (no earlier figure to compare).

Sources and links

The full report on Acer Tree Investment Management LLP

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