POTENTUM PARTNERS, L.P.
Firm details
- Headquarters
- MELBOURNE VICTORIA,
- CRD number
- 311282
- Registered since
- January 12, 2021
- Website
- www.potentumpartners.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles69.06%
- Corporations / Businesses30.94%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Potentum Partners, L.P. operates as a limited partnership focused on pooled investment vehicles, positioning itself as a private equity manager and sponsor. Registered with the SEC in 2021, the firm manages institutional capital and runs at least one private equity vehicle while also entering external private markets through allocations to private equity and venture capital managers. Potentum tends to allocate meaningful exposure to non-exchange traded equities at the SMA level and reports active ESG investing practices, indicating that environmental, social and governance factors are integrated into its investment and manager-selection processes. The firm charges a mix of percentage-of-AUM, fixed, and performance-based fees and serves institutional clients rather than retail households. Potentum also acts as a sponsor and general partner for pooled investment vehicles, which suggests the firm handles fund governance, capital calls and ongoing portfolio management for its funds rather than only providing advisory services. While it is not described as a broad capital allocator, it nonetheless deploys capital directly into private equity and venture strategies and uses pooled-vehicle structures as its primary delivery mechanism.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities100%
Contacts
2 of 2Stephen Byrom
Founding PartnerCRD 7303201
David Simons
Founding PartnerCRD 7303197
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MELBOURNE VICTORIA, null
Location
MELBOURNE VICTORIA, null
Headquartered in MELBOURNE VICTORIA, null.
- Address
- 627 Chapel St
- Office locations
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