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| Happy Holidays!! thanks for using AUM13F!! |
| Potentum Partners LP
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|---|---|
| CRD # | 311282 |
| SEC # | 801-119857 |
| CIK # | |
| AUM | $524.1 M (2025-06-19) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 61488221334 |
| Address | 627 Chapel St Melbourne Victoria, Australia |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Potentum Partners Global Leaders Fund LP | 2021-07-13 | 26.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 27 | 302.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 221.5 |
| (n) Other | 0 | 0.0 |
| Total | 33 | 524.1 |
| By Discretionary | ||
| Discretionary | 29 | 385.2 |
| Non-Discretionary | 4 | 138.9 |
| Total | 33 | 524.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 524.1 | |
| United States Persons | 0.0 | |
| Total | 33 | 524.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Guardian Capital Partners Investment Management LP
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|
PA | 0.5 |
|
Archean Capital Partners II LLC
✚
|
PA | 0.5 |
|
BH3 Fund Advisors LLC
✚
|
FL | 0.5 |
|
LEP Management LLC
✚
|
UT | 0.5 |
|
4X4 Capital LLC
✚
|
NY | 0.5 |
|
Rizvi Traverse Management LLC
✚
|
FL | 0.5 |
|
Northrim Adviser LLC
✚
|
AZ | 0.5 |
|
Owner Resource Group LLC
✚
|
TX | 0.5 |
|
CM Investment Partners LLC
✚
|
NY | 0.5 |
|
PACT Capital LLC
✚
|
NY | 0.5 |