The POTENTUM PARTNERS is a privately held investment adviser that advises $773.33mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. POTENTUM PARTNERS is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 398.25% over the last 5-years.
The Group has been registered with the SEC for 5.55 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 627 CHAPEL ST LEVEL 2, MELBOURNE, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 9 employees comprised of 5 investment and 4 non-investment staff. The total number of Employees increased by 50% over the last 5-years.
Their $773.33mn in assets advised are owned by 35 private funds, 0 public funds and BDCs and 6 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $534.06mn or 69.06% of Total Assets and Corporations or Other Businesses own $239.27mn or 30.94% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Corporations or Other Businesses.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
POTENTUM PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.