|
⚲
|
| Potentum Partners LP
✚
|
|
|---|---|
| CRD # | 311282 |
| SEC # | 801-119857 |
| CIK # | |
| AUM | $462.1 MM (2024-03-27) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 61488221334 |
| Address | 627 Chapel St Melbourne Victoria, Australia |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Potentum Partners Global Leaders Fund LP | 2021-07-13 | 21.1 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 80.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 27 | 381.5 |
| (n) Other | 0 | 0.0 |
| Total | 32 | 462.1 |
| By Discretionary | ||
| Discretionary | 27 | 319.8 |
| Non-Discretionary | 5 | 142.3 |
| Total | 32 | 462.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 462.1 | |
| United States Persons | 0.0 | |
| Total | 32 | 462.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Blue Sage Services LP
✚
|
TX | 0.5 |
|
Guardian Capital Partners Investment Management LP
✚
|
PA | 0.5 |
|
Astara Capital Partners LP
✚
|
NY | 0.5 |
|
Acacia Partners LLC
✚
|
TX | 0.5 |
|
Atwater Capital LLC
✚
|
CA | 0.5 |
|
Cadent Management Services LLC
✚
|
NY | 0.5 |
|
Sandlot Partners LLC
✚
|
UT | 0.5 |
|
Topspin Management Company LBO LLC
✚
|
NY | 0.5 |
|
HPE Capital Management II LLC
✚
|
OH | 0.5 |
|
ECM US Inc
✚
|
MA | 0.5 |