# Folium Capital LP

> Folium Capital LP is an SEC-registered investment advisory firm in Burlington, MA, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 284801
- Filed as: FOLIUM CAPITAL LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Burlington, MA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284801
- AdvisorCensus page: https://advisorcensus.com/firm/folium-capital-lp-burlington-ma-284801

## Quick answers

**How is Folium Capital LP compensated?**
On its Form ADV (Item 5.E, October 2026), Folium Capital LP reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Folium Capital LP located?**
Folium Capital LP's principal office is in Burlington, MA, according to its Form ADV.

**Is Folium Capital LP registered with the SEC or a state?**
Folium Capital LP is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 284801.

**How much does Folium Capital LP manage?**
Folium Capital LP reports $960,281,868 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Folium Capital LP's assets and staff changed since 2021?**
In the Form ADV data for Folium Capital LP: Regulatory assets under management: $773,187,672 in the October 2021 data and $960,281,868 in the October 2026 data, up 24%. Total employees: 12 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Folium Capital LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8).

**Does Folium Capital LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284801

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $960,281,868
- Discretionary: $960,281,868
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $960,281,868 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 10 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- foliumcapital.com
- LinkedIn @78765361

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $773,187,672 | 12 | July 22, 2021 |
| October 2022 | $816,715,372 | 12 | August 1, 2022 |
| October 2023 | $843,060,759 | 12 | August 18, 2023 |
| October 2024 | $877,378,158 | 12 | May 1, 2024 |
| October 2025 | $935,805,264 | 10 | July 8, 2025 |
| October 2026 | $960,281,868 | 10 | March 31, 2026 |

Regulatory assets under management: $773,187,672 in the October 2021 data and $960,281,868 in the October 2026 data, up 24%.
Total employees: 12 in October 2021 and 10 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Folium Capital LP (CRD 284801): Form ADV filing data as of October 2026.
