POTENTUM PARTNERS, L.P.

RIASEC RegisteredEst. 2021
Total AUM
$773M
Discretionary
$625M
81% of AUM
Avg account
$17.2M
Accounts
45
Employees
9
Advisory reps
2

Firm details

Headquarters
MELBOURNE VICTORIA,
CRD number
311282
Registered since
January 12, 2021
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Contacts

2 of 2
  • Stephen Byrom

    Founding PartnerCRD 7303201

  • David Simons

    Founding PartnerCRD 7303197

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MELBOURNE VICTORIA, null

Location

MELBOURNE VICTORIA, null

Headquartered in MELBOURNE VICTORIA, null.

Address
627 Chapel St
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth