# Floreat: portfolio, investments and team

> Floreat is a family office based in United Kingdom. 1 investment on record, latest Mar 2014. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/floreat-wealth-management-limited (Millionrounds; every figure on the page links to its filing or article)

United Kingdom · [Investor](https://millionrounds.com/investors)

# Floreat

Last cheque observed Mar 2014. Silence since then is not evidence of inactivity: our sources miss unannounced rounds.

Quiet Family office

Seed Series A Female Entrepreneur Underestimated Founders Female Founder

Cheques on record

**0%** of best year **0** **cheques in 12 months**, 1 on record

Since the last cheque **4611** days **00** hrs **00** min **00** sec

Median round **$7.5M** Rounds led **0 of 1**

Pitch Floreat

## Floreat highlights

- 01 1 rounds on record
- 02 Mostly Series D: 100% of its rounds

## What they do

- **Type:** Family office (from a list, unverified)
- **Cheque size:** Not stated
- **Stages:** Seed Series A
- **Sectors:** Female Entrepreneur Underestimated Founders Female Founder
- **Based in:** United Kingdom
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **1 appearances**

- **2014** 1 round
- **Mar** **[MUBI](https://millionrounds.com/company/mubi)** Series D · GB **$7.5M** With 8 others

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **5 named**

DR **David Richard Allan** Compliance Manager i Form ADV

HO **Hussam Otaibi** Director i Form ADV

JW **James Wilcox** Director i Form ADV

MO **Mutaz Otaibi** Director i Form ADV

NH **Nigel Hastings** Chief Investment Officer i Form ADV

We also hold **4** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

## What the register says

From the firm's own filings with the SEC, which it must file accurately by law

**Exempt** reporting adviser venture or small private funds

- **Legal name:** Floreat Wealth Management Limited
- **SEC number:** CRD 309463

## The cheque

Seed Series A

Median round joined **$7.5M** the round, not its cheque

Led 0 of 1 rounds **0%**

- **Sole investor:** Never alone
- **Last cheque:** Mar 2014

Rounds by stage said on their site

- Series D *1*
- Seed said *-*
- Series A said *-*

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## Quick answers about Floreat

### What does Floreat invest in?

Floreat invests most often at Series D (100% of the rounds on record), in sectors such as Female Entrepreneur, Underestimated Founders and Female Founder.

### How active is Floreat?

1 investments on record, 0 of them in the last 12 months. The most recent was in Mar 2014.

### How big are Floreat's cheques?

The median round it joins is $7.5M.

### Is Floreat investing now?

No investments in the last 12 months; the latest was in Mar 2014.

### What kind of investor is Floreat?

Floreat is a family office based in United Kingdom.

### When was Floreat founded?

Floreat was founded in 2022.

### Where does this information on Floreat come from?

From public registers and its own website, checked and rebuilt every night.

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Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=floreat-wealth-management-limited) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=floreat-wealth-management-limited)
